We are live on ! Find out more
UHT

Universal Health Realty Income Trust
UHT

134 hedge funds and large institutions have $267M invested in Universal Health Realty Income Trust in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $248M → $267M (+$19.1M)

1% more funds holding

Funds holding: 133 → 134 (+1)

0.44% more ownership

Funds ownership: 48.88% → 49.31% (+0.44%)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
38
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Atlanta Capital Management
Georgia
+$3.21M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.48M
3
N
Nuveen
North Carolina
+$1.76M
4
Invesco
Invesco
Georgia
+$1.28M
5
Wells Fargo
Wells Fargo
California
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$1.68M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.13M
3
Goldman Sachs
Goldman Sachs
New York
-$769K
4
JP Morgan Chase
JP Morgan Chase
New York
-$704K
5
CS
Credit Suisse
Switzerland
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$632K -$10.2K -244 -2%
Swiss National Bank
52
Swiss National Bank
Switzerland
$625K +$126K +3,000 +25%
SO
53
STRS Ohio
Ohio
$612K – – –
VOYA Investment Management
54
VOYA Investment Management
Georgia
$611K – – –
CC
55
Cannell & Co
New York
$608K – – –
LPL Financial
56
LPL Financial
California
$598K – – –
HSBC Holdings
57
HSBC Holdings
United Kingdom
$586K +$21.5K +512 +4%
TPSF
58
Texas Permanent School Fund
Texas
$548K -$16.2K -385 -3%
IOOF
59
Independent Order of Foresters
Ontario, Canada
$532K – – –
ProShare Advisors
60
ProShare Advisors
Maryland
$520K +$517K +12,316 New
NFA
61
Nationwide Fund Advisors
Ohio
$502K -$4.28K -102 -0.9%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$497K +$2.18K +52 +0.4%
State of Tennessee, Department of Treasury
63
State of Tennessee, Department of Treasury
Tennessee
$486K -$83.9K -2,000 -15%
EWM
64
Endurance Wealth Management
Rhode Island
$455K – – –
AIG
65
American International Group
New York
$425K +$12K +286 +3%
RIL
66
Rothschild Investment LLC
Illinois
$414K – – –
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$407K +$1.85K +44 +0.5%
JP Morgan Chase
68
JP Morgan Chase
New York
$392K -$704K -16,778 -64%
NPC
69
National Planning Corporation
California
$387K +$881 +21 +0.2%
Public Employees Retirement Association of Colorado
70
Public Employees Retirement Association of Colorado
Colorado
$380K – – –
ASRS
71
Arizona State Retirement System
Arizona
$371K -$54.6K -1,300 -13%
MFIMFI
72
Mesirow Financial Investment Management - Fixed Income
Illinois
$370K -$16.5K -393 -4%
Los Angeles Capital Management
73
Los Angeles Capital Management
California
$359K – – –
Two Sigma Investments
74
Two Sigma Investments
New York
$354K -$431K -10,265 -55%
Sumitomo Mitsui Trust Group
75
Sumitomo Mitsui Trust Group
Japan
$339K -$4.15K -99 -1%
1 2
3
4 5

UHT Hedge Fund Activity: Q1 2014 in Review

134 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2014, worth a combined $267M — up 7.7% from $248M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UHT positions and 7 closed out — a net gain of 2 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $3.21M. The largest seller was TFS Capital, cutting an estimated $1.68M.

  • 134 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2014, up from 133 in Q4 2013.
  • Funds reported $267M of Universal Health Realty Income Trust stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q1 2014 and 7 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2014 was Atlanta Capital Management, an estimated $3.21M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2014 was TFS Capital, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2014.