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UHT

Universal Health Realty Income Trust

146 hedge funds and large institutions have $641M invested in Universal Health Realty Income Trust in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.03% more ownership

Funds ownership: 60.41%62.44% (+2%)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

2% less capital invested

Capital invested by funds: $653M → $641M (-$12M)

2% less funds holding

Funds holding: 149146 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less call options, than puts

Call options by funds: $713K | Put options by funds: $813K

Holders
146
Holders Change
-3
Holders Change %
-2.01%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
46
Reduced
44
Closed
17
Calls
$713K
Puts
$813K
Net Calls
-$100K
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$556K +$1K +13 +0.2%
Nomura Asset Management
77
Nomura Asset Management
Japan
$540K +$551K +7,150 New
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$498K +$35.9K +466 +8%
ASRS
79
Arizona State Retirement System
Arizona
$486K -$7.71K -100 -2%
RIL
80
Rothschild Investment LLC
Illinois
$476K
Macquarie Group
81
Macquarie Group
Australia
$476K +$108K +1,400 +29%
NRS
82
Neville Rodie & Shaw
New York
$415K -$46.3K -600 -10%
JG
83
Jefferies Group
New York
$415K +$424K +5,500 New
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$414K +$422K +5,478 New
Creative Planning
85
Creative Planning
Kansas
$400K -$12K -156 -3%
LSERS
86
Louisiana State Employees Retirement System
Louisiana
$385K
Commonwealth Equity Services
87
Commonwealth Equity Services
Massachusetts
$378K +$2.31K +30 +0.6%
T. Rowe Price Associates
88
T. Rowe Price Associates
Maryland
$369K -$54K -700 -13%
LNC
89
Lincoln National Corp
Pennsylvania
$363K +$371K +4,814 New
VRS
90
Virginia Retirement Systems
Virginia
$355K -$308K -4,000 -46%
MERSOM
91
Municipal Employees' Retirement System of Michigan
Michigan
$354K +$134K +1,740 +59%
Stifel Financial
92
Stifel Financial
Missouri
$342K -$42.2K -547 -11%
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$332K
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$316K +$129K +1,668 +66%
GWM
95
Geneos Wealth Management
Colorado
$275K -$40.4K -524 -13%
Nisa Investment Advisors
96
Nisa Investment Advisors
Missouri
$264K
WC
97
Whitnell & Co
Illinois
$257K
HHC
98
Hutchin Hill Capital
New York
$257K +$262K +3,400 New
FA
99
FDx Advisors
Illinois
$255K
GT
100
Glenmede Trust
Pennsylvania
$249K

UHT Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2017, worth a combined $641M — down 1.8% from $653M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UHT and 15 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $7.46M. The largest seller was Vanguard Group, cutting an estimated $2.22M.

  • 146 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2017, down from 149 in Q2 2017.
  • Funds reported $641M of Universal Health Realty Income Trust stock for Q3 2017, down 1.8% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q3 2017 and 17 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2017 was BlackRock, an estimated $7.46M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2017 was Vanguard Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2017.