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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $342M invested in Universal Health Realty Income Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

13% more capital invested

Capital invested by funds: $302M → $342M (+$40.2M)

3.18% more ownership

Funds ownership: 49.22%52.4% (+3.2%)

0% more funds holding

Funds holding: 142142 (0)

42% less call options, than puts

Call options by funds: $122K | Put options by funds: $210K

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
51
Reduced
45
Closed
7
Calls
$122K
Puts
$210K
Net Calls
-$88K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
VRS
76
Virginia Retirement Systems
Virginia
$390K
PI
77
Putnam Investments
Massachusetts
$374K +$8.5K +170 +2%
NRS
78
Neville Rodie & Shaw
New York
$360K
Nomura Asset Management
79
Nomura Asset Management
Japan
$360K +$24.5K +490 +7%
T. Rowe Price Associates
80
T. Rowe Price Associates
Maryland
$359K +$1.5K +30 +0.4%
Citigroup
81
Citigroup
New York
$358K +$168K +3,367 +89%
OC
82
Oppenheimer & Co
New York
$347K -$150 -3 -0%
PIM
83
Perkins Investment Management
Illinois
$333K -$22.5K -450 -6%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$325K +$7K +140 +2%
ASRS
85
Arizona State Retirement System
Arizona
$302K +$9.99K +200 +3%
ProShare Advisors
86
ProShare Advisors
Maryland
$302K +$61.4K +1,229 +26%
Millennium Management
87
Millennium Management
New York
$299K -$536K -10,721 -64%
US Bancorp
88
US Bancorp
Minnesota
$276K +$550 +11 +0.2%
LSERS
89
Louisiana State Employees Retirement System
Louisiana
$270K
FA
90
FDx Advisors
Illinois
$229K -$6.6K -132 -3%
AQR Capital Management
91
AQR Capital Management
Connecticut
$227K -$143K -2,871 -39%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$220K
WC
93
Whitnell & Co
Illinois
$220K
CAM
94
Capstone Asset Management
Texas
$214K -$124K -2,480 -37%
BA
95
BlackRock Advisors
Delaware
$213K -$110K -2,203 -34%
VKH
96
Virtu KCG Holdings
New York
$212K +$211K +4,231 New
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$211K +$210K +4,210 New
SG Americas Securities
98
SG Americas Securities
New York
$180K +$1.2K +24 +0.7%
GT
99
Glenmede Trust
Pennsylvania
$165K
Macquarie Group
100
Macquarie Group
Australia
$160K

UHT Hedge Fund Activity: Q4 2015 in Review

142 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2015, worth a combined $342M — up 13% from $302M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UHT positions and 7 closed out — a net gain of 1 holder — while 51 added to existing stakes and 45 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $21.1M. The largest seller was Invesco, cutting an estimated $3.1M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $342M of Universal Health Realty Income Trust stock for Q4 2015, up 13% quarter-over-quarter.
  • 8 funds opened new Universal Health Realty Income Trust positions in Q4 2015 and 7 closed out, a net change of +1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q4 2015 was State Street, an estimated $21.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2015 was Invesco, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2015.