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UHT

Universal Health Realty Income Trust

145 hedge funds and large institutions have $501M invested in Universal Health Realty Income Trust in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $549K | Put options by funds: $264K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

0.69% more ownership

Funds ownership: 56.41%57.11% (+0.69%)

0% less capital invested

Capital invested by funds: $503M → $501M (-$2.05M)

1% less funds holding

Funds holding: 147145 (-2)

Holders
145
Holders Change
-2
Holders Change %
-1.36%
% of All Funds
3.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
48
Reduced
41
Closed
10
Calls
$549K
Puts
$264K
Net Calls
+$285K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
NRS
76
Neville Rodie & Shaw
New York
$464K
OC
77
Oppenheimer & Co
New York
$448K
ASRS
78
Arizona State Retirement System
Arizona
$422K +$6.33K +100 +2%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$409K +$759 +12 +0.2%
RIL
80
Rothschild Investment LLC
Illinois
$406K
PIM
81
Perkins Investment Management
Illinois
$393K
PI
82
Putnam Investments
Massachusetts
$372K -$13.9K -220 -4%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$360K
LPL Financial
84
LPL Financial
California
$345K +$53.9K +852 +19%
Stifel Financial
85
Stifel Financial
Missouri
$334K +$16.8K +266 +5%
LSERS
86
Louisiana State Employees Retirement System
Louisiana
$329K +$6.33K +100 +2%
Macquarie Group
87
Macquarie Group
Australia
$316K +$88.6K +1,400 +40%
LNC
88
Lincoln National Corp
Pennsylvania
$306K +$301K +4,750 New
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$298K +$292K +4,613 New
Creative Planning
90
Creative Planning
Kansas
$290K -$6.33K -100 -2%
Credit Agricole
91
Credit Agricole
France
$289K +$49.7K +786 +21%
TRSOTSOK
92
Teachers Retirement System of the State of Kentucky
Kentucky
$284K +$278K +4,400 New
Two Sigma Investments
93
Two Sigma Investments
New York
$271K -$71.6K -1,132 -21%
GWM
94
Geneos Wealth Management
Colorado
$268K -$6.26K -99 -2%
JG
95
Jefferies Group
New York
$232K +$228K +3,600 New
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$226K
SPC
97
Sigma Planning Corp
Michigan
$223K +$63 +1 +0%
WC
98
Whitnell & Co
Illinois
$219K -$19K -300 -8%
FA
99
FDx Advisors
Illinois
$218K -$2.28K -36 -1%
IAS
100
IMA Advisory Services
Colorado
$215K +$211K +3,330 New

UHT Hedge Fund Activity: Q1 2017 in Review

145 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2017, worth a combined $501M — down 0.41% from $503M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UHT positions and 10 closed out — a net gain of 5 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $82.9M. The largest seller was Northern Trust, cutting an estimated $3.16M.

  • 145 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2017, down from 147 in Q4 2016.
  • Funds reported $501M of Universal Health Realty Income Trust stock for Q1 2017, down 0.41% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q1 2017 and 10 closed out, a net change of +5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2017 was BlackRock, an estimated $82.9M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2017 was Northern Trust, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2017.