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UHT

Universal Health Realty Income Trust

146 hedge funds and large institutions have $641M invested in Universal Health Realty Income Trust in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.03% more ownership

Funds ownership: 60.41%62.44% (+2%)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

2% less capital invested

Capital invested by funds: $653M → $641M (-$12M)

2% less funds holding

Funds holding: 149146 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less call options, than puts

Call options by funds: $713K | Put options by funds: $813K

Holders
146
Holders Change
-3
Holders Change %
-2.01%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
46
Reduced
44
Closed
17
Calls
$713K
Puts
$813K
Net Calls
-$100K
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
DG
51
Davidson & Garrard
Virginia
$993K -$91.5K -1,187 -8%
TIAAOA
52
Teachers Insurance & Annuity Association of America
New York
$985K +$1.01M +13,049 New
Comerica Bank
53
Comerica Bank
Texas
$955K +$6.63K +86 +0.7%
Sumitomo Mitsui Trust Group
54
Sumitomo Mitsui Trust Group
Japan
$871K -$1.7K -22 -0.2%
AQR Capital Management
55
AQR Capital Management
Connecticut
$868K +$146K +1,894 +20%
State of Tennessee, Department of Treasury
56
State of Tennessee, Department of Treasury
Tennessee
$822K -$53K -688 -6%
AG
57
Aperio Group
California
$818K -$28.6K -371 -3%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$793K +$185K +2,401 +30%
AIG
59
American International Group
New York
$756K +$42.2K +547 +6%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$730K -$16K -207 -2%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$729K
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$725K +$77 +1 +0%
Bessemer Group
63
Bessemer Group
New Jersey
$717K
Barclays
64
Barclays
United Kingdom
$694K -$134K -1,732 -16%
TPSF
65
Texas Permanent School Fund
Texas
$689K -$77 -1 -0%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$681K +$6.17K +80 +0.9%
Public Employees Retirement Association of Colorado
67
Public Employees Retirement Association of Colorado
Colorado
$679K
EWM
68
Endurance Wealth Management
Rhode Island
$659K -$21.2K -275 -3%
KBC Group
69
KBC Group
Belgium
$642K
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$638K +$651K +8,449 New
VOYA Investment Management
71
VOYA Investment Management
Georgia
$627K
NPC
72
National Planning Corporation
California
$611K -$10K -130 -2%
Public Sector Pension Investment Board (PSP Investments)
73
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$597K +$113K +1,471 +23%
MC
74
Menta Capital
California
$577K +$379K +4,915 +180%
OC
75
Oppenheimer & Co
New York
$566K +$231K +3,000 +67%

UHT Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2017, worth a combined $641M — down 1.8% from $653M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UHT and 15 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $7.46M. The largest seller was Vanguard Group, cutting an estimated $2.22M.

  • 146 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2017, down from 149 in Q2 2017.
  • Funds reported $641M of Universal Health Realty Income Trust stock for Q3 2017, down 1.8% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q3 2017 and 17 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2017 was BlackRock, an estimated $7.46M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2017 was Vanguard Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2017.