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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $342M invested in Universal Health Realty Income Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

13% more capital invested

Capital invested by funds: $302M → $342M (+$40.2M)

3.18% more ownership

Funds ownership: 49.22%52.4% (+3.2%)

0% more funds holding

Funds holding: 142142 (0)

42% less call options, than puts

Call options by funds: $122K | Put options by funds: $210K

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
51
Reduced
45
Closed
7
Calls
$122K
Puts
$210K
Net Calls
-$88K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
TIAAOA
51
Teachers Insurance & Annuity Association of America
New York
$713K -$136K -2,723 -16%
Comerica Bank
52
Comerica Bank
Texas
$613K -$800 -16 -0.1%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$570K
NFA
54
Nationwide Fund Advisors
Ohio
$542K
TPSF
55
Texas Permanent School Fund
Texas
$508K +$1.95K +39 +0.4%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$490K
AIG
57
American International Group
New York
$490K +$5.2K +104 +1%
JP Morgan Chase
58
JP Morgan Chase
New York
$486K -$50K -1,000 -9%
State of Tennessee, Department of Treasury
59
State of Tennessee, Department of Treasury
Tennessee
$480K +$480K +9,600 New
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$479K -$13.2K -265 -3%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$475K -$9.99K -200 -2%
EWM
62
Endurance Wealth Management
Rhode Island
$464K -$75K -1,500 -14%
VOYA Investment Management
63
VOYA Investment Management
Georgia
$458K
Sumitomo Mitsui Trust Group
64
Sumitomo Mitsui Trust Group
Japan
$457K -$2.9K -58 -0.6%
MFIMFI
65
Mesirow Financial Investment Management - Fixed Income
Illinois
$453K +$21.5K +431 +5%
Public Employees Retirement Association of Colorado
66
Public Employees Retirement Association of Colorado
Colorado
$450K
LPL Financial
67
LPL Financial
California
$443K +$34.7K +694 +9%
AG
68
Aperio Group
California
$430K -$12.3K -247 -3%
NPC
69
National Planning Corporation
California
$426K -$5.45K -109 -1%
Public Sector Pension Investment Board (PSP Investments)
70
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$422K -$250K -5,000 -37%
RIL
71
Rothschild Investment LLC
Illinois
$415K
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$406K +$27.8K +556 +7%
Barclays
73
Barclays
United Kingdom
$403K +$6K +120 +2%
BlackRock
74
BlackRock
New York
$402K
KBC Group
75
KBC Group
Belgium
$402K +$131K +2,614 +48%

UHT Hedge Fund Activity: Q4 2015 in Review

142 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2015, worth a combined $342M — up 13% from $302M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UHT positions and 7 closed out — a net gain of 1 holder — while 51 added to existing stakes and 45 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $21.1M. The largest seller was Invesco, cutting an estimated $3.1M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $342M of Universal Health Realty Income Trust stock for Q4 2015, up 13% quarter-over-quarter.
  • 8 funds opened new Universal Health Realty Income Trust positions in Q4 2015 and 7 closed out, a net change of +1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q4 2015 was State Street, an estimated $21.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2015 was Invesco, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2015.