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UHT

Universal Health Realty Income Trust

146 hedge funds and large institutions have $381M invested in Universal Health Realty Income Trust in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more call options, than puts

Call options by funds: $788K | Put options by funds: $169K

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $316M → $381M (+$64.6M)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

4% more funds holding

Funds holding: 140146 (+6)

0.13% more ownership

Funds ownership: 50.81%50.95% (+0.13%)

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
52
Reduced
46
Closed
8
Calls
$788K
Puts
$169K
Net Calls
+$619K
Net Calls Change
+$619K
Name Holding Trade Value Shares
Change
Change in
Stake
State Board of Administration of Florida Retirement System
51
State Board of Administration of Florida Retirement System
Florida
$924K -$370K -7,069 -30%
Swiss National Bank
52
Swiss National Bank
Switzerland
$878K +$41.8K +800 +5%
DLG
53
Daniel L. Goodwin
$878K +$816K +15,613 New
Comerica Bank
54
Comerica Bank
Texas
$859K -$728K -13,923 -48%
FCBT
55
First Citizens Bank & Trust
North Carolina
$850K +$790K +15,103 New
LPL Financial
56
LPL Financial
California
$835K +$58.1K +1,111 +8%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$829K +$13.7K +263 +2%
CC
58
Cannell & Co
New York
$810K
MAM
59
Martingale Asset Management
Massachusetts
$715K -$10.5K -200 -2%
TPSF
60
Texas Permanent School Fund
Texas
$674K +$17.7K +339 +3%
UBS Group
61
UBS Group
Switzerland
$673K +$187K +3,583 +43%
NFA
62
Nationwide Fund Advisors
Ohio
$644K -$23.6K -452 -4%
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$628K +$1.41K +27 +0.2%
EWM
64
Endurance Wealth Management
Rhode Island
$606K
VOYA Investment Management
65
VOYA Investment Management
Georgia
$585K
CAM
66
Capstone Asset Management
Texas
$584K +$46K +880 +9%
AIG
67
American International Group
New York
$573K +$16K +306 +3%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$568K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$543K
Public Employees Retirement Association of Colorado
70
Public Employees Retirement Association of Colorado
Colorado
$506K
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$504K +$42.7K +816 +10%
AQR Capital Management
72
AQR Capital Management
Connecticut
$501K +$465K +8,900 New
MFIMFI
73
Mesirow Financial Investment Management - Fixed Income
Illinois
$485K -$6.53K -125 -1%
RIL
74
Rothschild Investment LLC
Illinois
$467K
AG
75
Aperio Group
California
$439K +$16.7K +319 +4%

UHT Hedge Fund Activity: Q1 2015 in Review

146 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2015, worth a combined $381M — up 20% from $316M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UHT positions and 8 closed out — a net gain of 8 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $5.06M. The largest seller was Nuveen, cutting an estimated $1.54M.

  • 146 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2015, up from 140 in Q4 2014.
  • Funds reported $381M of Universal Health Realty Income Trust stock for Q1 2015, up 20% quarter-over-quarter.
  • 16 funds opened new Universal Health Realty Income Trust positions in Q1 2015 and 8 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2015 was Teachers Advisors, an estimated $5.06M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2015 was Nuveen, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2015.