We are live on ! Find out more
UHT

Universal Health Realty Income Trust

149 hedge funds and large institutions have $653M invested in Universal Health Realty Income Trust in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $732K

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

30% more capital invested

Capital invested by funds: $501M → $653M (+$152M)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

3.3% more ownership

Funds ownership: 57.11%60.41% (+3.3%)

3% more funds holding

Funds holding: 145149 (+4)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
49
Reduced
39
Closed
12
Calls
$2.48M
Puts
$732K
Net Calls
+$1.75M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
76
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$512K -$173K -2,400 -27%
RIL
77
Rothschild Investment LLC
Illinois
$501K
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$488K +$442K +6,131 New
NRS
79
Neville Rodie & Shaw
New York
$485K -$79.1K -1,097 -15%
Janus Henderson Group
80
Janus Henderson Group
United Kingdom
$485K +$440K +6,100 New
WA
81
WealthTrust Axiom
Pennsylvania
$481K -$318K -4,410 -42%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$444K +$72 +1 +0%
Creative Planning
83
Creative Planning
Kansas
$433K +$68.5K +950 +21%
LPL Financial
84
LPL Financial
California
$427K -$649 -9 -0.2%
Stifel Financial
85
Stifel Financial
Missouri
$406K -$9.23K -128 -2%
LSERS
86
Louisiana State Employees Retirement System
Louisiana
$406K
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$405K +$224K +3,110 +157%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$396K +$26.4K +366 +8%
Macquarie Group
89
Macquarie Group
Australia
$390K
OC
90
Oppenheimer & Co
New York
$358K -$175K -2,430 -35%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$350K
GWM
92
Geneos Wealth Management
Colorado
$331K +$361 +5 +0.1%
First Trust Advisors
93
First Trust Advisors
Illinois
$298K -$570K -7,907 -68%
Nisa Investment Advisors
94
Nisa Investment Advisors
Missouri
$278K
WC
95
Whitnell & Co
Illinois
$270K
FA
96
FDx Advisors
Illinois
$269K
IAS
97
IMA Advisory Services
Colorado
$265K
MSA
98
Mason Street Advisors
Wisconsin
$245K +$11.5K +160 +5%
FHA
99
Flagship Harbor Advisors
Massachusetts
$239K +$212K +2,935 New
OCM
100
One Capital Management
California
$239K +$216K +3,000 New

UHT Hedge Fund Activity: Q2 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2017, worth a combined $653M — up 30% from $501M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 12 closed out — a net gain of 5 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $35.4M. The largest seller was Nuveen, exiting entirely with an estimated $3.68M sold.

  • 149 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2017, up from 145 in Q1 2017.
  • Funds reported $653M of Universal Health Realty Income Trust stock for Q2 2017, up 30% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q2 2017 and 12 closed out, a net change of +5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2017 was BlackRock, an estimated $35.4M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2017 was Nuveen, an estimated $3.68M sold.

Based on aggregated 13F filings for Q2 2017.