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UHT

Universal Health Realty Income Trust
UHT

134 hedge funds and large institutions have $267M invested in Universal Health Realty Income Trust in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $248M → $267M (+$19.1M)

1% more funds holding

Funds holding: 133 → 134 (+1)

0.44% more ownership

Funds ownership: 48.88% → 49.31% (+0.44%)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
38
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Atlanta Capital Management
Georgia
+$3.21M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.48M
3
N
Nuveen
North Carolina
+$1.76M
4
Invesco
Invesco
Georgia
+$1.28M
5
Wells Fargo
Wells Fargo
California
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$1.68M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.13M
3
Goldman Sachs
Goldman Sachs
New York
-$769K
4
JP Morgan Chase
JP Morgan Chase
New York
-$704K
5
CS
Credit Suisse
Switzerland
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
76
Neville Rodie & Shaw
New York
$333K – – –
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$329K – – –
PI
78
Putnam Investments
Massachusetts
$325K -$19.9K -475 -6%
TC
79
TFS Capital
Pennsylvania
$316K -$1.68M -40,048 -84%
BA
80
BlackRock Advisors
Delaware
$303K – – –
OC
81
Oppenheimer & Co
New York
$293K – – –
FA
82
FDx Advisors
Illinois
$274K – – –
AQR Capital Management
83
AQR Capital Management
Connecticut
$265K – – –
CBOA
84
Commonwealth Bank of Australia
Australia
$264K +$262K +6,255 New
AAM
85
Azzad Asset Management
Virginia
$263K +$261K +6,226 New
BlackRock
86
BlackRock
New York
$262K – – –
LSERS
87
Louisiana State Employees Retirement System
Louisiana
$253K +$4.2K +100 +2%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$247K -$2.1K -50 -0.8%
CAM
89
Capstone Asset Management
Texas
$239K -$4.15K -99 -2%
WC
90
Whitnell & Co
Illinois
$228K – – –
ACI
91
AMP Capital Investors
Australia
$222K +$223K +5,307 New
US Bancorp
92
US Bancorp
Minnesota
$210K +$11K +263 +6%
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$186K – – –
NMERB
94
New Mexico Educational Retirement Board
New Mexico
$182K +$180K +4,301 New
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$168K +$25.5K +607 +18%
CCS
96
Crosspoint Capital Strategies
California
$142K – – –
Schroder Investment Management Group
97
Schroder Investment Management Group
United Kingdom
$140K – – –
Citigroup
98
Citigroup
New York
$139K -$77.5K -1,847 -36%
KBC Group
99
KBC Group
Belgium
$138K – – –
Macquarie Group
100
Macquarie Group
Australia
$135K – – –
2 3
4
5 6

UHT Hedge Fund Activity: Q1 2014 in Review

134 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2014, worth a combined $267M — up 7.7% from $248M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UHT positions and 7 closed out — a net gain of 2 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $3.21M. The largest seller was TFS Capital, cutting an estimated $1.68M.

  • 134 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2014, up from 133 in Q4 2013.
  • Funds reported $267M of Universal Health Realty Income Trust stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q1 2014 and 7 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2014 was Atlanta Capital Management, an estimated $3.21M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2014 was TFS Capital, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2014.