We are live on ! Find out more
UHT

Universal Health Realty Income Trust
UHT

146 hedge funds and large institutions have $641M invested in Universal Health Realty Income Trust in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.03% more ownership

Funds ownership: 60.41% → 62.44% (+2%)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

2% less capital invested

Capital invested by funds: $653M → $641M (-$12M)

2% less funds holding

Funds holding: 149 → 146 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less call options, than puts

Call options by funds: $713K | Put options by funds: $813K

Holders
146
Holders Change
-3
Holders Change %
-2.01%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
46
Reduced
44
Closed
17
Calls
$713K
Puts
$813K
Net Calls
-$100K
Net Calls Change
-$1.85M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.46M
2
Bank of America
Bank of America
North Carolina
+$5.08M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.46M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.78M
5
NFA
Nationwide Fund Advisors
Ohio
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.22M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.22M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.03M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$883K
5
ACM
Atlanta Capital Management
Georgia
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$2.28M – – –
Goldman Sachs
27
Goldman Sachs
New York
$2.16M +$1.05M +13,654 +91%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$2.13M +$137K +1,782 +7%
RhumbLine Advisers
29
RhumbLine Advisers
Massachusetts
$2.09M +$14.4K +187 +0.7%
CC
30
Cannell & Co
New York
$2.08M -$123K -1,600 -6%
Deutsche Bank
31
Deutsche Bank
Germany
$2.06M +$848K +11,005 +68%
Fiera Capital (Canada)
32
Fiera Capital (Canada)
Quebec, Canada
$2.04M -$38.5K -500 -2%
Asset Management One
33
Asset Management One
Japan
$2.02M +$20.1K +261 +1%
New York State Teachers Retirement System (NYSTRS)
34
New York State Teachers Retirement System (NYSTRS)
New York
$1.99M – – –
AllianceBernstein
35
AllianceBernstein
Tennessee
$1.88M -$27.2K -353 -1%
UBS AM
36
UBS AM
Illinois
$1.86M – – –
LJAC
37
L.J. Altfest & Co
New York
$1.77M – – –
UBS Group
38
UBS Group
Switzerland
$1.75M +$204K +2,644 +13%
Canada Life
39
Canada Life
Manitoba, Canada
$1.71M -$98.9K -1,283 -5%
TA
40
Teachers Advisors
New York
$1.7M -$13.6K -177 -0.8%
Prudential Financial
41
Prudential Financial
New Jersey
$1.7M -$35.5K -460 -2%
First Trust Advisors
42
First Trust Advisors
Illinois
$1.66M +$1.4M +18,188 +486%
Swiss National Bank
43
Swiss National Bank
Switzerland
$1.61M – – –
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.53M -$169K -2,195 -10%
SO
45
STRS Ohio
Ohio
$1.48M -$29.9K -388 -2%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$1.38M -$150K -1,945 -10%
Citigroup
47
Citigroup
New York
$1.19M -$208K -2,703 -15%
DLG
48
Daniel L. Goodwin
$1.18M – – –
JP Morgan Chase
49
JP Morgan Chase
New York
$1.04M -$123K -1,600 -10%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$1.03M – – –
1
2
3 4 5

UHT Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2017, worth a combined $641M — down 1.8% from $653M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UHT and 15 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $7.46M. The largest seller was Vanguard Group, cutting an estimated $2.22M.

  • 146 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2017, down from 149 in Q2 2017.
  • Funds reported $641M of Universal Health Realty Income Trust stock for Q3 2017, down 1.8% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q3 2017 and 17 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2017 was BlackRock, an estimated $7.46M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2017 was Vanguard Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2017.