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UHT

Universal Health Realty Income Trust
UHT

140 hedge funds and large institutions have $316M invested in Universal Health Realty Income Trust in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

19% more capital invested

Capital invested by funds: $265M → $316M (+$51.1M)

9% more funds holding

Funds holding: 129 → 140 (+11)

1.6% more ownership

Funds ownership: 49.21% → 50.81% (+1.6%)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
3.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
48
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$2.67M
2
GC
Guggenheim Capital
Illinois
+$1.34M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.08M
4
Morgan Stanley
Morgan Stanley
New York
+$999K
5
Northern Trust
Northern Trust
Illinois
+$912K

Top Sellers

1
N
Nuveen
North Carolina
-$1.46M
2
LJAC
L.J. Altfest & Co
New York
-$992K
3
ACM
Atlanta Capital Management
Georgia
-$801K
4
Deutsche Bank
Deutsche Bank
Germany
-$492K
5
IOOF
Independent Order of Foresters
Ontario, Canada
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$833K +$284K +6,032 +54%
Swiss National Bank
52
Swiss National Bank
Switzerland
$712K – – –
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$697K +$627K +13,309 +1,128%
CC
54
Cannell & Co
New York
$693K – – –
LPL Financial
55
LPL Financial
California
$671K +$6.08K +129 +0.9%
MAM
56
Martingale Asset Management
Massachusetts
$621K – – –
NFA
57
Nationwide Fund Advisors
Ohio
$572K – – –
Millennium Management
58
Millennium Management
New York
$568K +$556K +11,802 New
TPSF
59
Texas Permanent School Fund
Texas
$560K -$3.96K -84 -0.7%
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$536K -$24.4K -517 -4%
EWM
61
Endurance Wealth Management
Rhode Island
$518K – – –
Arrowstreet Capital
62
Arrowstreet Capital
Massachusetts
$506K +$496K +10,510 New
VOYA Investment Management
63
VOYA Investment Management
Georgia
$500K -$93K -1,972 -16%
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$486K -$66K -1,400 -12%
AIG
65
American International Group
New York
$476K -$12.4K -262 -3%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$464K – – –
CAM
67
Capstone Asset Management
Texas
$457K +$128K +2,720 +40%
NPC
68
National Planning Corporation
California
$449K +$2.03K +43 +0.5%
ASRS
69
Arizona State Retirement System
Arizona
$433K – – –
Public Employees Retirement Association of Colorado
70
Public Employees Retirement Association of Colorado
Colorado
$433K – – –
MFIMFI
71
Mesirow Financial Investment Management - Fixed Income
Illinois
$421K – – –
Schroder Investment Management Group
72
Schroder Investment Management Group
United Kingdom
$406K +$398K +8,440 New
UBS Group
73
UBS Group
Switzerland
$404K +$395K +8,388 New
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$399K -$62.2K -1,320 -14%
RIL
75
Rothschild Investment LLC
Illinois
$399K – – –
1 2
3
4 5

UHT Hedge Fund Activity: Q4 2014 in Review

140 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2014, worth a combined $316M — up 19% from $265M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UHT positions and 8 closed out — a net gain of 13 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.67M. The largest seller was Nuveen, cutting an estimated $1.46M.

  • 140 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2014, up from 129 in Q3 2014.
  • Funds reported $316M of Universal Health Realty Income Trust stock for Q4 2014, up 19% quarter-over-quarter.
  • 21 funds opened new Universal Health Realty Income Trust positions in Q4 2014 and 8 closed out, a net change of +13 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2014 was Renaissance Technologies, an estimated $2.67M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2014 was Nuveen, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2014.