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UHT

Universal Health Realty Income Trust

145 hedge funds and large institutions have $501M invested in Universal Health Realty Income Trust in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $549K | Put options by funds: $264K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

0.69% more ownership

Funds ownership: 56.41%57.11% (+0.69%)

0% less capital invested

Capital invested by funds: $503M → $501M (-$2.05M)

1% less funds holding

Funds holding: 147145 (-2)

Holders
145
Holders Change
-2
Holders Change %
-1.36%
% of All Funds
3.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
48
Reduced
41
Closed
10
Calls
$549K
Puts
$264K
Net Calls
+$285K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
51
KBC Group
Belgium
$800K -$184K -2,905 -19%
First Trust Advisors
52
First Trust Advisors
Illinois
$751K +$23.9K +377 +3%
State of Tennessee, Department of Treasury
53
State of Tennessee, Department of Treasury
Tennessee
$747K +$111K +1,748 +18%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$739K -$3.29K -52 -0.5%
AG
55
Aperio Group
California
$715K +$5.82K +92 +0.8%
WA
56
WealthTrust Axiom
Pennsylvania
$674K -$275K -4,346 -29%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$628K +$69.6K +1,100 +13%
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$619K -$570 -9 -0.1%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$615K
Bessemer Group
60
Bessemer Group
New Jersey
$613K
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$613K +$88.7K +1,402 +17%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$597K +$171K +2,703 +41%
TPSF
63
Texas Permanent School Fund
Texas
$584K -$4.62K -73 -0.8%
EWM
64
Endurance Wealth Management
Rhode Island
$581K
Public Employees Retirement Association of Colorado
65
Public Employees Retirement Association of Colorado
Colorado
$581K
Public Sector Pension Investment Board (PSP Investments)
66
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$570K
VRS
67
Virginia Retirement Systems
Virginia
$561K
AQR Capital Management
68
AQR Capital Management
Connecticut
$542K -$232K -3,664 -30%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$542K +$20.3K +320 +4%
Nomura Asset Management
70
Nomura Asset Management
Japan
$523K
NPC
71
National Planning Corporation
California
$517K -$85.4K -1,350 -14%
VOYA Investment Management
72
VOYA Investment Management
Georgia
$512K
NFA
73
Nationwide Fund Advisors
Ohio
$498K -$127K -1,999 -21%
AIG
74
American International Group
New York
$494K -$92.2K -1,457 -16%
Deutsche Bank
75
Deutsche Bank
Germany
$480K -$458K -7,243 -49%

UHT Hedge Fund Activity: Q1 2017 in Review

145 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2017, worth a combined $501M — down 0.41% from $503M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UHT positions and 10 closed out — a net gain of 5 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $82.9M. The largest seller was Northern Trust, cutting an estimated $3.16M.

  • 145 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2017, down from 147 in Q4 2016.
  • Funds reported $501M of Universal Health Realty Income Trust stock for Q1 2017, down 0.41% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q1 2017 and 10 closed out, a net change of +5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2017 was BlackRock, an estimated $82.9M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2017 was Northern Trust, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2017.