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UHT

Universal Health Realty Income Trust
UHT

129 hedge funds and large institutions have $265M invested in Universal Health Realty Income Trust in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $583K

1.05% less ownership

Funds ownership: 50.26% → 49.21% (-1%)

2% less funds holding

Funds holding: 131 → 129 (-2)

6% less capital invested

Capital invested by funds: $282M → $265M (-$17.4M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

42% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 50

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
3.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
50
Closed
10
Calls
$1.11M
Puts
$583K
Net Calls
+$530K
Net Calls Change
+$751K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.47M
2
Deutsche Bank
Deutsche Bank
Germany
+$1.07M
3
Renaissance Technologies
Renaissance Technologies
New York
+$814K
4
Invesco
Invesco
Georgia
+$591K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$421K

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.56M
2
Barclays
Barclays
United Kingdom
-$1.34M
3
BIT
BlackRock Institutional Trust
California
-$572K
4
JP Morgan Chase
JP Morgan Chase
New York
-$508K
5
State Street
State Street
Massachusetts
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$617K – – –
CC
52
Cannell & Co
New York
$600K – – –
LPL Financial
53
LPL Financial
California
$573K -$11K -253 -2%
MAM
54
Martingale Asset Management
Massachusetts
$538K – – –
VOYA Investment Management
55
VOYA Investment Management
Georgia
$516K -$29.5K -682 -5%
NFA
56
Nationwide Fund Advisors
Ohio
$496K – – –
TPSF
57
Texas Permanent School Fund
Texas
$489K -$57.8K -1,334 -10%
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$486K -$4.76K -110 -0.9%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$479K – – –
JP Morgan Chase
60
JP Morgan Chase
New York
$470K -$508K -11,724 -51%
EWM
61
Endurance Wealth Management
Rhode Island
$449K – – –
HSBC Holdings
62
HSBC Holdings
United Kingdom
$440K -$1.82K -42 -0.4%
AIG
63
American International Group
New York
$423K +$2.82K +65 +0.6%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$401K – – –
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$394K -$18.2K -420 -4%
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$375K – – –
ASRS
67
Arizona State Retirement System
Arizona
$375K +$4.33K +100 +1%
NPC
68
National Planning Corporation
California
$374K -$1.86K -43 -0.5%
MFIMFI
69
Mesirow Financial Investment Management - Fixed Income
Illinois
$365K – – –
RIL
70
Rothschild Investment LLC
Illinois
$346K – – –
NRS
71
Neville Rodie & Shaw
New York
$329K – – –
PI
72
Putnam Investments
Massachusetts
$322K -$217 -5 -0.1%
VRS
73
Virginia Retirement Systems
Virginia
$296K +$308K +7,100 New
OC
74
Oppenheimer & Co
New York
$289K – – –
BlackRock
75
BlackRock
New York
$284K – – –
1 2
3
4 5

UHT Hedge Fund Activity: Q3 2014 in Review

129 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2014, worth a combined $265M — down 6.2% from $282M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UHT and 8 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 29 added.

The largest buyer was Vanguard Group, adding an estimated $1.47M. The largest seller was Norges Bank, cutting an estimated $4.56M.

  • 129 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2014, down from 131 in Q2 2014.
  • Funds reported $265M of Universal Health Realty Income Trust stock for Q3 2014, down 6.2% quarter-over-quarter.
  • 8 funds opened new Universal Health Realty Income Trust positions in Q3 2014 and 10 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2014 was Vanguard Group, an estimated $1.47M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2014 was Norges Bank, an estimated $4.56M sold.

Based on aggregated 13F filings for Q3 2014.