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UHT

Universal Health Realty Income Trust

132 hedge funds and large institutions have $259M invested in Universal Health Realty Income Trust in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 49.09%51.21% (+2.1%)

3% less capital invested

Capital invested by funds: $268M → $259M (-$9.29M)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

5% less funds holding

Funds holding: 139132 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
132
Holders Change
-7
Holders Change %
-5.04%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
42
Reduced
44
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
76
Capstone Asset Management
Texas
$342K +$14K +330 +4%
Credit Agricole
77
Credit Agricole
France
$341K +$346K +8,145 New
MCM
78
Maryland Capital Management
Maryland
$340K
LPL Financial
79
LPL Financial
California
$339K -$17.6K -414 -5%
NRS
80
Neville Rodie & Shaw
New York
$330K +$335K +7,893 New
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$327K -$119K -2,800 -26%
ProShare Advisors
82
ProShare Advisors
Maryland
$326K -$17.6K -415 -5%
BA
83
BlackRock Advisors
Delaware
$301K
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$300K +$51.2K +1,206 +20%
OC
85
Oppenheimer & Co
New York
$291K
FA
86
FDx Advisors
Illinois
$266K +$13.6K +319 +5%
BlackRock
87
BlackRock
New York
$259K -$4.93K -116 -2%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$251K -$4.25K -100 -2%
WC
89
Whitnell & Co
Illinois
$226K
PAM
90
Panagora Asset Management
Massachusetts
$222K -$5.61K -132 -2%
First Trust Advisors
91
First Trust Advisors
Illinois
$213K -$647K -15,219 -75%
US Bancorp
92
US Bancorp
Minnesota
$207K -$1.45K -34 -0.7%
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$184K -$85K -2,000 -31%
RFC
94
Russell Frank Company
Washington
$180K +$37.7K +888 +26%
GH
95
GAM Holding
Switzerland
$155K +$157K +3,700 New
Schroder Investment Management Group
96
Schroder Investment Management Group
United Kingdom
$139K +$141K +3,325 New
GT
97
Glenmede Trust
Pennsylvania
$137K
KBC Group
98
KBC Group
Belgium
$137K
Macquarie Group
99
Macquarie Group
Australia
$134K -$217K -5,107 -61%
SG Americas Securities
100
SG Americas Securities
New York
$120K -$29.4K -691 -19%

UHT Hedge Fund Activity: Q3 2013 in Review

132 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2013, worth a combined $259M — down 3.5% from $268M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UHT and 9 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 42 added.

The largest buyer was Teachers Advisors, adding an estimated $7.78M. The largest seller was Renaissance Technologies, cutting an estimated $2.5M.

  • 132 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2013, down from 139 in Q2 2013.
  • Funds reported $259M of Universal Health Realty Income Trust stock for Q3 2013, down 3.5% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q3 2013 and 15 closed out, a net change of -6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2013 was Teachers Advisors, an estimated $7.78M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2013 was Renaissance Technologies, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2013.