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UHT

Universal Health Realty Income Trust

149 hedge funds and large institutions have $468M invested in Universal Health Realty Income Trust in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $152K | Put options by funds: $69K

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $418M → $468M (+$50.3M)

0.23% more ownership

Funds ownership: 54.87%55.1% (+0.23%)

3% less funds holding

Funds holding: 153149 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
3.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
58
Reduced
45
Closed
13
Calls
$152K
Puts
$69K
Net Calls
+$83K
Net Calls Change
+$876K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
76
Camarda Financial Advisors
Florida
$459K +$37.5K +622 +9%
NRS
77
Neville Rodie & Shaw
New York
$453K
OC
78
Oppenheimer & Co
New York
$437K
PI
79
Putnam Investments
Massachusetts
$415K -$460K -7,619 -54%
ASRS
80
Arizona State Retirement System
Arizona
$406K +$6.03K +100 +2%
RIL
81
Rothschild Investment LLC
Illinois
$397K
PIM
82
Perkins Investment Management
Illinois
$384K -$33.2K -550 -8%
FCBT
83
First Citizens Bank & Trust
North Carolina
$383K -$125K -2,065 -25%
T. Rowe Price Associates
84
T. Rowe Price Associates
Maryland
$352K
LSERS
85
Louisiana State Employees Retirement System
Louisiana
$347K +$6.03K +100 +2%
EA
86
Emerald Acquisition
Washington
$345K -$27.5K -455 -8%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$324K +$310K +5,141 New
Skandinaviska Enskilda Banken (SEB)
88
Skandinaviska Enskilda Banken (SEB)
Sweden
$321K
Creative Planning
89
Creative Planning
Kansas
$290K -$84.4K -1,398 -23%
BA
90
BlackRock Advisors
Delaware
$280K +$10.9K +180 +4%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$277K
Citadel Advisors
92
Citadel Advisors
Florida
$275K +$264K +4,367 New
Stifel Financial
93
Stifel Financial
Missouri
$274K -$16.6K -275 -6%
GWM
94
Geneos Wealth Management
Colorado
$273K +$422 +7 +0.2%
CAM
95
Capstone Asset Management
Texas
$272K -$6.03K -100 -2%
FA
96
FDx Advisors
Illinois
$250K -$9.17K -152 -4%
Macquarie Group
97
Macquarie Group
Australia
$246K -$187K -3,100 -44%
Commonwealth Equity Services
98
Commonwealth Equity Services
Massachusetts
$236K +$603 +10 +0.3%
WC
99
Whitnell & Co
Illinois
$233K
CGH
100
Crossmark Global Holdings
Texas
$233K +$186K +3,080 New

UHT Hedge Fund Activity: Q3 2016 in Review

149 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2016, worth a combined $468M — up 12% from $418M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UHT and 11 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 58 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.5M. The largest seller was Brant Point Investment Management, exiting entirely with an estimated $1.73M sold.

  • 149 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2016, down from 153 in Q2 2016.
  • Funds reported $468M of Universal Health Realty Income Trust stock for Q3 2016, up 12% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2016 and 13 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $2.5M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2016 was Brant Point Investment Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2016.