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UHT

Universal Health Realty Income Trust
UHT

132 hedge funds and large institutions have $259M invested in Universal Health Realty Income Trust in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 49.09% → 51.21% (+2.1%)

3% less capital invested

Capital invested by funds: $268M → $259M (-$9.29M)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

5% less funds holding

Funds holding: 139 → 132 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
132
Holders Change
-7
Holders Change %
-5.04%
% of All Funds
4.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
42
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TA
Teachers Advisors
New York
+$7.78M
2
TCIM
TIAA CREF Investment Management
New York
+$7.67M
3
TC
TFS Capital
Pennsylvania
+$1.14M
4
PIM
Perkins Investment Management
Illinois
+$1.05M
5
ACM
Atlanta Capital Management
Georgia
+$902K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.69M
3
Ameriprise
Ameriprise
Minnesota
-$1.15M
4
N
Nuveen
North Carolina
-$959K
5
Millennium Management
Millennium Management
New York
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$645K +$169K +3,985 +35%
U
52
UBS
Switzerland
$642K +$80.7K +1,900 +14%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$606K – – –
CC
54
Cannell & Co
New York
$603K – – –
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$565K +$574K +13,500 New
TPSF
56
Texas Permanent School Fund
Texas
$563K -$33.2K -781 -5%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$560K +$276K +6,507 +95%
Morgan Stanley
58
Morgan Stanley
New York
$557K -$537K -12,637 -49%
GC
59
Guggenheim Capital
Illinois
$528K +$59.7K +1,406 +13%
IOOF
60
Independent Order of Foresters
Ontario, Canada
$527K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$499K -$254K -5,982 -33%
Swiss National Bank
62
Swiss National Bank
Switzerland
$494K -$55.2K -1,300 -10%
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$492K -$1.57K -37 -0.3%
NFA
64
Nationwide Fund Advisors
Ohio
$481K +$89K +2,094 +22%
ASRS
65
Arizona State Retirement System
Arizona
$477K +$4.25K +100 +0.9%
EWM
66
Endurance Wealth Management
Rhode Island
$451K – – –
AIG
67
American International Group
New York
$448K -$8.5K -200 -2%
AQR Capital Management
68
AQR Capital Management
Connecticut
$421K -$72.2K -1,700 -14%
RIL
69
Rothschild Investment LLC
Illinois
$410K – – –
NPC
70
National Planning Corporation
California
$409K +$55.1K +1,297 +15%
PPA
71
Parametric Portfolio Associates
Washington
$399K -$85.5K -2,011 -17%
MFIMFI
72
Mesirow Financial Investment Management - Fixed Income
Illinois
$392K – – –
Public Employees Retirement Association of Colorado
73
Public Employees Retirement Association of Colorado
Colorado
$377K – – –
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$359K +$19.9K +468 +6%
PI
75
Putnam Investments
Massachusetts
$350K -$58.7K -1,381 -14%
1 2
3
4 5

UHT Hedge Fund Activity: Q3 2013 in Review

132 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2013, worth a combined $259M — down 3.5% from $268M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UHT and 9 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 42 added.

The largest buyer was Teachers Advisors, adding an estimated $7.78M. The largest seller was Renaissance Technologies, cutting an estimated $2.5M.

  • 132 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2013, down from 139 in Q2 2013.
  • Funds reported $259M of Universal Health Realty Income Trust stock for Q3 2013, down 3.5% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q3 2013 and 15 closed out, a net change of -6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2013 was Teachers Advisors, an estimated $7.78M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2013 was Renaissance Technologies, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2013.