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UHT

Universal Health Realty Income Trust
UHT

129 hedge funds and large institutions have $265M invested in Universal Health Realty Income Trust in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $583K

1.05% less ownership

Funds ownership: 50.26% → 49.21% (-1%)

2% less funds holding

Funds holding: 131 → 129 (-2)

6% less capital invested

Capital invested by funds: $282M → $265M (-$17.4M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

42% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 50

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
3.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
50
Closed
10
Calls
$1.11M
Puts
$583K
Net Calls
+$530K
Net Calls Change
+$751K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.47M
2
Deutsche Bank
Deutsche Bank
Germany
+$1.07M
3
Renaissance Technologies
Renaissance Technologies
New York
+$814K
4
Invesco
Invesco
Georgia
+$591K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$421K

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.56M
2
Barclays
Barclays
United Kingdom
-$1.34M
3
BIT
BlackRock Institutional Trust
California
-$572K
4
JP Morgan Chase
JP Morgan Chase
New York
-$508K
5
State Street
State Street
Massachusetts
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$283K – – –
CAM
77
Capstone Asset Management
Texas
$283K +$5.2K +120 +2%
BA
78
BlackRock Advisors
Delaware
$282K -$2.95K -68 -1%
Two Sigma Investments
79
Two Sigma Investments
New York
$275K -$250K -5,777 -47%
IOOF
80
Independent Order of Foresters
Ontario, Canada
$270K -$264K -6,100 -48%
FA
81
FDx Advisors
Illinois
$267K -$3.25K -75 -1%
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$246K -$4.33K -100 -2%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$244K – – –
KBC Group
84
KBC Group
Belgium
$233K -$17.3K -400 -7%
First Trust Advisors
85
First Trust Advisors
Illinois
$232K +$8.58K +198 +4%
WC
86
Whitnell & Co
Illinois
$225K – – –
AG
87
Aperio Group
California
$225K +$3.94K +91 +2%
ACI
88
AMP Capital Investors
Australia
$222K – – –
ProShare Advisors
89
ProShare Advisors
Maryland
$215K -$55.2K -1,275 -20%
US Bancorp
90
US Bancorp
Minnesota
$206K -$6.93K -160 -3%
BHA
91
Beech Hill Advisors
New York
$200K – – –
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$183K – – –
MERSOM
93
Municipal Employees' Retirement System of Michigan
Michigan
$138K +$8.66K +200 +6%
OCM
94
One Capital Management
California
$125K +$130K +3,000 New
CCS
95
Crosspoint Capital Strategies
California
$119K – – –
NMERB
96
New Mexico Educational Retirement Board
New Mexico
$117K – – –
GT
97
Glenmede Trust
Pennsylvania
$115K – – –
PI
98
PineBridge Investments
New York
$113K +$32.7K +754 +38%
WA
99
WFG Advisors
Texas
$89K – – –
Credit Agricole
100
Credit Agricole
France
$88K -$4.33K -100 -5%
2 3
4
5 6

UHT Hedge Fund Activity: Q3 2014 in Review

129 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2014, worth a combined $265M — down 6.2% from $282M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UHT and 8 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 29 added.

The largest buyer was Vanguard Group, adding an estimated $1.47M. The largest seller was Norges Bank, cutting an estimated $4.56M.

  • 129 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2014, down from 131 in Q2 2014.
  • Funds reported $265M of Universal Health Realty Income Trust stock for Q3 2014, down 6.2% quarter-over-quarter.
  • 8 funds opened new Universal Health Realty Income Trust positions in Q3 2014 and 10 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2014 was Vanguard Group, an estimated $1.47M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2014 was Norges Bank, an estimated $4.56M sold.

Based on aggregated 13F filings for Q3 2014.