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UHT

Universal Health Realty Income Trust
UHT

140 hedge funds and large institutions have $316M invested in Universal Health Realty Income Trust in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

19% more capital invested

Capital invested by funds: $265M → $316M (+$51.1M)

9% more funds holding

Funds holding: 129 → 140 (+11)

1.6% more ownership

Funds ownership: 49.21% → 50.81% (+1.6%)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
3.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
48
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$2.67M
2
GC
Guggenheim Capital
Illinois
+$1.34M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.08M
4
Morgan Stanley
Morgan Stanley
New York
+$999K
5
Northern Trust
Northern Trust
Illinois
+$912K

Top Sellers

1
N
Nuveen
North Carolina
-$1.46M
2
LJAC
L.J. Altfest & Co
New York
-$992K
3
ACM
Atlanta Capital Management
Georgia
-$801K
4
Deutsche Bank
Deutsche Bank
Germany
-$492K
5
IOOF
Independent Order of Foresters
Ontario, Canada
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
76
Neville Rodie & Shaw
New York
$380K – – –
American Century Companies
77
American Century Companies
Missouri
$367K +$359K +7,617 New
AG
78
Aperio Group
California
$360K +$98.7K +2,093 +39%
First Trust Advisors
79
First Trust Advisors
Illinois
$356K +$86.4K +1,832 +33%
VRS
80
Virginia Retirement Systems
Virginia
$342K – – –
PI
81
Putnam Investments
Massachusetts
$340K -$31.3K -663 -9%
OC
82
Oppenheimer & Co
New York
$335K +$141 +3 +0%
CFA
83
Camarda Financial Advisors
Florida
$317K +$311K +6,591 New
BA
84
BlackRock Advisors
Delaware
$311K -$14.3K -304 -4%
Los Angeles Capital Management
85
Los Angeles Capital Management
California
$308K -$18.9K -400 -6%
FA
86
FDx Advisors
Illinois
$308K -$236 -5 -0.1%
BlackRock
87
BlackRock
New York
$304K -$24.8K -525 -8%
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$289K +$4.71K +100 +2%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$286K +$4.71K +100 +2%
Citigroup
90
Citigroup
New York
$270K +$200K +4,240 +311%
KBC Group
91
KBC Group
Belgium
$269K – – –
SG Americas Securities
92
SG Americas Securities
New York
$269K +$263K +5,585 New
Nomura Asset Management
93
Nomura Asset Management
Japan
$240K +$231K +4,910 New
US Bancorp
94
US Bancorp
Minnesota
$235K -$3.73K -79 -2%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$233K -$269K -5,715 -54%
BHA
96
Beech Hill Advisors
New York
$231K – – –
CA
97
Cetera Advisors
Colorado
$231K +$227K +4,825 New
WC
98
Whitnell & Co
Illinois
$212K -$47.1K -1,000 -19%
TRSOTSOK
99
Teachers Retirement System of the State of Kentucky
Kentucky
$212K – – –
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$205K +$200K +4,250 New
2 3
4
5 6

UHT Hedge Fund Activity: Q4 2014 in Review

140 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2014, worth a combined $316M — up 19% from $265M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UHT positions and 8 closed out — a net gain of 13 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.67M. The largest seller was Nuveen, cutting an estimated $1.46M.

  • 140 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2014, up from 129 in Q3 2014.
  • Funds reported $316M of Universal Health Realty Income Trust stock for Q4 2014, up 19% quarter-over-quarter.
  • 21 funds opened new Universal Health Realty Income Trust positions in Q4 2014 and 8 closed out, a net change of +13 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2014 was Renaissance Technologies, an estimated $2.67M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2014 was Nuveen, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2014.