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UHT

Universal Health Realty Income Trust
UHT

132 hedge funds and large institutions have $259M invested in Universal Health Realty Income Trust in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 49.09% → 51.21% (+2.1%)

3% less capital invested

Capital invested by funds: $268M → $259M (-$9.29M)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

5% less funds holding

Funds holding: 139 → 132 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
132
Holders Change
-7
Holders Change %
-5.04%
% of All Funds
4.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
42
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TA
Teachers Advisors
New York
+$7.78M
2
TCIM
TIAA CREF Investment Management
New York
+$7.67M
3
TC
TFS Capital
Pennsylvania
+$1.14M
4
PIM
Perkins Investment Management
Illinois
+$1.05M
5
ACM
Atlanta Capital Management
Georgia
+$902K

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$2.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.69M
3
Ameriprise
Ameriprise
Minnesota
-$1.15M
4
N
Nuveen
North Carolina
-$959K
5
Millennium Management
Millennium Management
New York
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
101
WFG Advisors
Texas
$84K – – –
MSA
102
Mason Street Advisors
Wisconsin
$78K +$4.63K +109 +6%
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$74K -$159K -3,745 -68%
HNB
104
Huntington National Bank
Ohio
$67K – – –
Citigroup
105
Citigroup
New York
$66K -$95.8K -2,255 -59%
Teacher Retirement System of Texas
106
Teacher Retirement System of Texas
Texas
$66K +$31.7K +745 +91%
PI
107
PineBridge Investments
New York
$62K – – –
SF
108
Synovus Financial
Georgia
$51K – – –
BJ
109
BlackRock Japan
Japan
$47K -$3.06K -72 -6%
Mitsubishi UFJ Asset Management
110
Mitsubishi UFJ Asset Management
Japan
$44K – – –
RI
111
Redwood Investments
Massachusetts
$42K – – –
Creative Planning
112
Creative Planning
Kansas
$42K +$17K +400 +67%
SAMC
113
Shinko Asset Management Company
Japan
$29K – – –
PCM
114
Prelude Capital Management
New York
$29K +$29.7K +700 New
WRM
115
Westport Resources Management
Connecticut
$28K -$21.2K -500 -43%
DADC
116
D.A. Davidson & Co
Montana
$22K +$4.89K +115 +27%
1IC
117
1919 Investment Counsel
Maryland
$21K – – –
HCM
118
Highlander Capital Management
New Jersey
$20.9K – – –
LTFS
119
Ladenburg Thalmann Financial Services
Florida
$19K – – –
TRCT
120
Tower Research Capital (TRC)
New York
$19K +$4.72K +111 +33%
OA
121
OFI Advisors
Pennsylvania
$18K -$5.74K -135 -24%
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$15K -$3.27K -77 -18%
HR
123
Howe & Rusling
New York
$14K +$2.25K +53 +19%
BIM
124
Bridgecreek Investment Management
Oklahoma
$13K – – –
Daiwa Securities Group
125
Daiwa Securities Group
Japan
$13K – – –
2 3 4
5
6

UHT Hedge Fund Activity: Q3 2013 in Review

132 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2013, worth a combined $259M — down 3.5% from $268M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UHT and 9 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 42 added.

The largest buyer was Teachers Advisors, adding an estimated $7.78M. The largest seller was Renaissance Technologies, cutting an estimated $2.5M.

  • 132 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2013, down from 139 in Q2 2013.
  • Funds reported $259M of Universal Health Realty Income Trust stock for Q3 2013, down 3.5% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q3 2013 and 15 closed out, a net change of -6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2013 was Teachers Advisors, an estimated $7.78M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2013 was Renaissance Technologies, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2013.