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UHT

Universal Health Realty Income Trust
UHT

152 hedge funds and large institutions have $658M invested in Universal Health Realty Income Trust in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

34% more call options, than puts

Call options by funds: $323K | Put options by funds: $241K

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

4% more funds holding

Funds holding: 146 → 152 (+6)

3% more capital invested

Capital invested by funds: $641M → $658M (+$16.6M)

0.14% more ownership

Funds ownership: 62.44% → 62.58% (+0.14%)

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
46
Reduced
41
Closed
13
Calls
$323K
Puts
$241K
Net Calls
+$82K
Net Calls Change
+$182K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.96M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.04M
3
Invesco
Invesco
Georgia
+$2.04M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.65M
5
State Street
State Street
Massachusetts
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
-$3.27M
2
Bank of America
Bank of America
North Carolina
-$2.47M
3
ACM
Atlanta Capital Management
Georgia
-$1.31M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.07M
5
TIAAOA
Teachers Insurance & Annuity Association of America
New York
-$985K
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
76
Rothschild Investment LLC
Illinois
$473K – – –
AAMU
77
Amundi Asset Management US
Massachusetts
$464K +$463K +6,181 New
MIM
78
MetLife Investment Management
New Jersey
$459K +$458K +6,109 New
NRS
79
Neville Rodie & Shaw
New York
$413K – – –
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$409K -$2.25K -30 -0.5%
FIM
81
Freedom Investment Management
Connecticut
$408K +$407K +5,429 New
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$406K +$22.5K +300 +6%
Creative Planning
83
Creative Planning
Kansas
$398K – – –
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$378K +$2.25K +30 +0.6%
T. Rowe Price Associates
85
T. Rowe Price Associates
Maryland
$367K – – –
MC
86
Menta Capital
California
$364K -$210K -2,800 -37%
VRS
87
Virginia Retirement Systems
Virginia
$353K – – –
MERSOM
88
Municipal Employees' Retirement System of Michigan
Michigan
$352K – – –
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$351K -$373K -4,980 -52%
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$351K -$369K -4,926 -51%
Stifel Financial
91
Stifel Financial
Missouri
$337K -$4.5K -60 -1%
Teacher Retirement System of Texas
92
Teacher Retirement System of Texas
Texas
$337K +$336K +4,486 New
TRSOTSOK
93
Teachers Retirement System of the State of Kentucky
Kentucky
$330K – – –
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$314K – – –
GWM
95
Geneos Wealth Management
Colorado
$261K -$11.9K -159 -4%
FA
96
FDx Advisors
Illinois
$250K -$3.3K -44 -1%
Nisa Investment Advisors
97
Nisa Investment Advisors
Missouri
$248K -$15K -200 -6%
MSA
98
Mason Street Advisors
Wisconsin
$247K +$9.06K +121 +4%
Neuberger Berman Group
99
Neuberger Berman Group
New York
$238K – – –
OCM
100
One Capital Management
California
$225K – – –
2 3
4
5 6

UHT Hedge Fund Activity: Q4 2017 in Review

152 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2017, worth a combined $658M — up 2.6% from $641M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UHT positions and 13 closed out — a net gain of 7 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $4.96M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $3.27M sold.

  • 152 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $658M of Universal Health Realty Income Trust stock for Q4 2017, up 2.6% quarter-over-quarter.
  • 20 funds opened new Universal Health Realty Income Trust positions in Q4 2017 and 13 closed out, a net change of +7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2017 was BlackRock, an estimated $4.96M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2017 was Nationwide Fund Advisors, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2017.