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UHT

Universal Health Realty Income Trust

149 hedge funds and large institutions have $468M invested in Universal Health Realty Income Trust in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $152K | Put options by funds: $69K

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $418M → $468M (+$50.3M)

0.23% more ownership

Funds ownership: 54.87%55.1% (+0.23%)

3% less funds holding

Funds holding: 153149 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
3.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
58
Reduced
45
Closed
13
Calls
$152K
Puts
$69K
Net Calls
+$83K
Net Calls Change
+$876K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$890K +$437K +7,248 +105%
AQR Capital Management
52
AQR Capital Management
Connecticut
$838K +$802K +13,297 New
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$800K
Comerica Bank
54
Comerica Bank
Texas
$748K +$17.9K +297 +2%
JP Morgan Chase
55
JP Morgan Chase
New York
$720K +$249K +4,133 +57%
AG
56
Aperio Group
California
$647K +$34.9K +578 +6%
NFA
57
Nationwide Fund Advisors
Ohio
$629K -$8.57K -142 -1%
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$620K
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$604K +$664 +11 +0.1%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$601K
TPSF
61
Texas Permanent School Fund
Texas
$600K +$8.93K +148 +2%
Bessemer Group
62
Bessemer Group
New Jersey
$599K +$573K +9,500 New
AIG
63
American International Group
New York
$583K +$1.99K +33 +0.4%
Public Employees Retirement Association of Colorado
64
Public Employees Retirement Association of Colorado
Colorado
$567K
Public Sector Pension Investment Board (PSP Investments)
65
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$557K +$24.1K +400 +5%
BlackRock
66
BlackRock
New York
$554K +$45.6K +755 +9%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$553K +$14.2K +236 +3%
Sumitomo Mitsui Trust Group
68
Sumitomo Mitsui Trust Group
Japan
$549K -$3.02K -50 -0.6%
VRS
69
Virginia Retirement Systems
Virginia
$548K -$36.2K -600 -6%
EWM
70
Endurance Wealth Management
Rhode Island
$547K -$12.1K -200 -2%
NPC
71
National Planning Corporation
California
$526K
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$519K -$5.07K -84 -1%
KBC Group
73
KBC Group
Belgium
$513K +$156K +2,593 +47%
Thrivent Financial for Lutherans
74
Thrivent Financial for Lutherans
Minnesota
$495K +$25.3K +420 +6%
Nomura Asset Management
75
Nomura Asset Management
Japan
$466K +$6.64K +110 +2%

UHT Hedge Fund Activity: Q3 2016 in Review

149 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2016, worth a combined $468M — up 12% from $418M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UHT and 11 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 58 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.5M. The largest seller was Brant Point Investment Management, exiting entirely with an estimated $1.73M sold.

  • 149 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2016, down from 153 in Q2 2016.
  • Funds reported $468M of Universal Health Realty Income Trust stock for Q3 2016, up 12% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2016 and 13 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $2.5M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2016 was Brant Point Investment Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2016.