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UHT

Universal Health Realty Income Trust
UHT

146 hedge funds and large institutions have $522M invested in Universal Health Realty Income Trust in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 45 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $667K | Put options by funds: $295K

0.58% more ownership

Funds ownership: 62.58% → 63.15% (+0.58%)

2% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 45

4% less funds holding

Funds holding: 152 → 146 (-6)

21% less capital invested

Capital invested by funds: $658M → $522M (-$137M)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

Holders
146
Holders Change
-6
Holders Change %
-3.95%
% of All Funds
3.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
44
Reduced
45
Closed
21
Calls
$667K
Puts
$295K
Net Calls
+$372K
Net Calls Change
+$290K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.03M
2
Deutsche Bank
Deutsche Bank
Germany
+$2.21M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.19M
4
Invesco
Invesco
Georgia
+$1.49M
5
State Street
State Street
Massachusetts
+$1.44M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$6.94M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.41M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$650K
4
Citadel Advisors
Citadel Advisors
Florida
-$524K
5
Goldman Sachs
Goldman Sachs
New York
-$435K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$1.92M +$125K +2,005 +7%
TCIM
27
TIAA CREF Investment Management
New York
$1.8M – – –
UBS AM
28
UBS AM
Illinois
$1.79M +$220K +3,513 +13%
CC
29
Cannell & Co
New York
$1.65M – – –
Fiera Capital (Canada)
30
Fiera Capital (Canada)
Quebec, Canada
$1.62M – – –
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$1.62M -$54.2K -867 -3%
New York State Teachers Retirement System (NYSTRS)
32
New York State Teachers Retirement System (NYSTRS)
New York
$1.58M – – –
MAM
33
Martingale Asset Management
Massachusetts
$1.56M -$263K -4,200 -14%
Asset Management One
34
Asset Management One
Japan
$1.55M -$27.2K -435 -2%
AllianceBernstein
35
AllianceBernstein
Tennessee
$1.48M +$5K +80 +0.3%
LJAC
36
L.J. Altfest & Co
New York
$1.41M – – –
TA
37
Teachers Advisors
New York
$1.38M – – –
Prudential Financial
38
Prudential Financial
New Jersey
$1.38M +$40.6K +650 +3%
Canada Life
39
Canada Life
Manitoba, Canada
$1.37M +$62.6K +1,002 +5%
Swiss National Bank
40
Swiss National Bank
Switzerland
$1.35M +$68.8K +1,100 +5%
SO
41
STRS Ohio
Ohio
$1.32M +$122K +1,959 +10%
ASRS
42
Arizona State Retirement System
Arizona
$1.2M -$81.3K -1,300 -6%
JP Morgan Chase
43
JP Morgan Chase
New York
$1.18M -$175K -2,795 -13%
California State Teachers Retirement System (CalSTRS)
44
California State Teachers Retirement System (CalSTRS)
California
$1.16M -$44.1K -706 -4%
UBS Group
45
UBS Group
Switzerland
$1.14M -$151K -2,412 -11%
Barclays
46
Barclays
United Kingdom
$1.03M +$385K +6,153 +56%
DLG
47
Daniel L. Goodwin
$938K – – –
WG
48
Winton Group
United Kingdom
$857K +$891K +14,254 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$841K – – –
MWNA
50
Marshall Wace North America
New York
$813K +$846K +13,527 New
1
2
3 4 5

UHT Hedge Fund Activity: Q1 2018 in Review

146 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2018, worth a combined $522M — down 21% from $658M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UHT and 15 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 44 added.

The largest buyer was BlackRock, adding an estimated $4.03M. The largest seller was Vanguard Group, cutting an estimated $6.94M.

  • 146 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2018, down from 152 in Q4 2017.
  • Funds reported $522M of Universal Health Realty Income Trust stock for Q1 2018, down 21% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q1 2018 and 21 closed out, a net change of -6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2018 was BlackRock, an estimated $4.03M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2018 was Vanguard Group, an estimated $6.94M sold.

Based on aggregated 13F filings for Q1 2018.