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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $302M invested in Universal Health Realty Income Trust in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more capital invested

Capital invested by funds: $296M → $302M (+$5.97M)

0.16% more ownership

Funds ownership: 49.06%49.22% (+0.16%)

0% more funds holding

Funds holding: 142142 (0)

45% less call options, than puts

Call options by funds: $103K | Put options by funds: $188K

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
51
Reduced
46
Closed
10
Calls
$103K
Puts
$188K
Net Calls
-$85K
Net Calls Change
-$243K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
76
AQR Capital Management
Connecticut
$348K -$108K -2,273 -23%
PI
77
Putnam Investments
Massachusetts
$343K +$14K +295 +4%
NRS
78
Neville Rodie & Shaw
New York
$338K
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$336K +$47.6K +1,000 +16%
PIM
80
Perkins Investment Management
Illinois
$333K
OC
81
Oppenheimer & Co
New York
$325K +$330K +6,941 New
CAM
82
Capstone Asset Management
Texas
$317K +$22.4K +470 +7%
Nomura Asset Management
83
Nomura Asset Management
Japan
$314K +$19K +400 +6%
BA
84
BlackRock Advisors
Delaware
$303K
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$298K -$4.76K -100 -2%
Commonwealth Equity Services
86
Commonwealth Equity Services
Massachusetts
$279K +$11.8K +249 +4%
PP
87
PDT Partners
New York
$277K +$56.1K +1,179 +25%
ASRS
88
Arizona State Retirement System
Arizona
$274K +$278K +5,838 New
US Bancorp
89
US Bancorp
Minnesota
$259K +$36.8K +773 +16%
KBC Group
90
KBC Group
Belgium
$254K +$2.57K +54 +1%
VAM
91
Visium Asset Management
New York
$254K +$258K +5,418 New
LSERS
92
Louisiana State Employees Retirement System
Louisiana
$253K -$23.8K -500 -8%
ProShare Advisors
93
ProShare Advisors
Maryland
$226K +$229K +4,805 New
FA
94
FDx Advisors
Illinois
$221K +$11.4K +240 +5%
First Trust Advisors
95
First Trust Advisors
Illinois
$214K -$1.8M -37,778 -89%
TRSOTSOK
96
Teachers Retirement System of the State of Kentucky
Kentucky
$207K
WC
97
Whitnell & Co
Illinois
$207K
Citigroup
98
Citigroup
New York
$178K +$63K +1,323 +53%
SG Americas Securities
99
SG Americas Securities
New York
$167K -$22.8K -479 -12%
GT
100
Glenmede Trust
Pennsylvania
$155K +$1.67K +35 +1%

UHT Hedge Fund Activity: Q3 2015 in Review

142 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2015, worth a combined $302M — up 2% from $296M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UHT positions and 10 closed out — a net gain of 1 holder — while 51 added to existing stakes and 46 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $2.52M. The largest seller was First Trust Advisors, cutting an estimated $1.8M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $302M of Universal Health Realty Income Trust stock for Q3 2015, up 2% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2015 and 10 closed out, a net change of +1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q3 2015 was Bank of New York Mellon, an estimated $2.52M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2015 was First Trust Advisors, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2015.