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UHT

Universal Health Realty Income Trust
UHT

133 hedge funds and large institutions have $248M invested in Universal Health Realty Income Trust in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 132 → 133 (+1)

4% less capital invested

Capital invested by funds: $259M → $248M (-$10.9M)

2.34% less ownership

Funds ownership: 51.21% → 48.88% (-2.3%)

29% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 48

Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
34
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.56M
2
Barclays
Barclays
United Kingdom
+$1.29M
3
BFA
BlackRock Fund Advisors
California
+$1.16M
4
Morgan Stanley
Morgan Stanley
New York
+$1.08M
5
Two Sigma Investments
Two Sigma Investments
New York
+$788K

Top Sellers

Rank Fund Capital Flow
1
TCIM
TIAA CREF Investment Management
New York
-$8.07M
2
TA
Teachers Advisors
New York
-$7.67M
3
PIM
Perkins Investment Management
Illinois
-$1.04M
4
WT
Whittier Trust
California
-$830K
5
Bank of America
Bank of America
North Carolina
-$541K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
51
STRS Ohio
Ohio
$581K -$93K -2,200 -13%
VOYA Investment Management
52
VOYA Investment Management
Georgia
$580K – – –
CC
53
Cannell & Co
New York
$577K – – –
LPL Financial
54
LPL Financial
California
$567K +$266K +6,295 +80%
PAM
55
Panagora Asset Management
Massachusetts
$542K +$348K +8,226 +155%
State of Tennessee, Department of Treasury
56
State of Tennessee, Department of Treasury
Tennessee
$541K – – –
TPSF
57
Texas Permanent School Fund
Texas
$535K -$3.59K -85 -0.6%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$535K -$719 -17 -0.1%
Wells Fargo
59
Wells Fargo
California
$521K -$101K -2,390 -16%
IOOF
60
Independent Order of Foresters
Ontario, Canada
$504K – – –
PPA
61
Parametric Portfolio Associates
Washington
$496K +$120K +2,837 +30%
NFA
62
Nationwide Fund Advisors
Ohio
$481K +$21.1K +500 +4%
Swiss National Bank
63
Swiss National Bank
Switzerland
$473K – – –
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$470K -$803 -19 -0.2%
EWM
65
Endurance Wealth Management
Rhode Island
$431K – – –
Millennium Management
66
Millennium Management
New York
$426K +$450K +10,638 New
ASRS
67
Arizona State Retirement System
Arizona
$404K -$54.9K -1,300 -11%
RIL
68
Rothschild Investment LLC
Illinois
$393K – – –
AIG
69
American International Group
New York
$392K -$38.8K -918 -9%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$384K -$98.1K -2,322 -19%
MFIMFI
71
Mesirow Financial Investment Management - Fixed Income
Illinois
$366K -$9.13K -216 -2%
NPC
72
National Planning Corporation
California
$365K -$28.2K -668 -7%
Public Employees Retirement Association of Colorado
73
Public Employees Retirement Association of Colorado
Colorado
$361K – – –
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$341K +$359K +8,504 New
Sumitomo Mitsui Trust Group
75
Sumitomo Mitsui Trust Group
Japan
$332K -$18.9K -447 -5%
1 2
3
4 5

UHT Hedge Fund Activity: Q4 2013 in Review

133 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2013, worth a combined $248M — down 4.2% from $259M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UHT positions and 10 closed out — a net gain of 2 holders — while 34 added to existing stakes and 48 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.56M. The largest seller was TIAA CREF Investment Management, cutting an estimated $8.07M.

  • 133 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2013, up from 132 in Q3 2013.
  • Funds reported $248M of Universal Health Realty Income Trust stock for Q4 2013, down 4.2% quarter-over-quarter.
  • 12 funds opened new Universal Health Realty Income Trust positions in Q4 2013 and 10 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2013 was Vanguard Group, an estimated $1.56M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2013 was TIAA CREF Investment Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2013.