We are live on ! Find out more
UHT

Universal Health Realty Income Trust

134 hedge funds and large institutions have $267M invested in Universal Health Realty Income Trust in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $248M → $267M (+$19.1M)

1% more funds holding

Funds holding: 133134 (+1)

0.44% more ownership

Funds ownership: 48.88%49.31% (+0.44%)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
38
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PI
101
PineBridge Investments
New York
$133K -$13.3K -316 -9%
MERSOM
102
Municipal Employees' Retirement System of Michigan
Michigan
$131K +$130K +3,100 New
GT
103
Glenmede Trust
Pennsylvania
$117K -$21K -500 -15%
SG Americas Securities
104
SG Americas Securities
New York
$103K -$48.3K -1,151 -32%
Credit Agricole
105
Credit Agricole
France
$97K -$245K -5,845 -72%
WA
106
WFG Advisors
Texas
$90K +$5.04K +120 +6%
Creative Planning
107
Creative Planning
Kansas
$89K
CAL
108
Capital Analysts LLC
Pennsylvania
$84.5K +$83.9K +2,000 New
MSA
109
Mason Street Advisors
Wisconsin
$66K -$18.9K -450 -22%
SF
110
Synovus Financial
Georgia
$51K
Mitsubishi UFJ Asset Management
111
Mitsubishi UFJ Asset Management
Japan
$44K
RI
112
Redwood Investments
Massachusetts
$42K
RFC
113
Russell Frank Company
Washington
$42K
BJ
114
BlackRock Japan
Japan
$39K -$5.96K -142 -13%
PCM
115
Prelude Capital Management
New York
$34K +$33.6K +800 New
SAMC
116
Shinko Asset Management Company
Japan
$25K -$4.2K -100 -14%
OA
117
OFI Advisors
Pennsylvania
$24K +$1.47K +35 +7%
Canada Life
118
Canada Life
Manitoba, Canada
$23K
1IC
119
1919 Investment Counsel
Maryland
$22K
HCM
120
Highlander Capital Management
New Jersey
$21.1K
Teacher Retirement System of Texas
121
Teacher Retirement System of Texas
Texas
$19K -$252 -6 -1%
BNP Paribas Financial Markets
122
BNP Paribas Financial Markets
France
$18.4K -$81.2K -1,936 -82%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$18K +$6.88K +164 +68%
TRCT
124
Tower Research Capital (TRC)
New York
$17K -$93.6K -2,230 -85%
WRM
125
Westport Resources Management
Connecticut
$14K

UHT Hedge Fund Activity: Q1 2014 in Review

134 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2014, worth a combined $267M — up 7.7% from $248M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UHT positions and 7 closed out — a net gain of 2 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $3.21M. The largest seller was TFS Capital, cutting an estimated $1.68M.

  • 134 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2014, up from 133 in Q4 2013.
  • Funds reported $267M of Universal Health Realty Income Trust stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q1 2014 and 7 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2014 was Atlanta Capital Management, an estimated $3.21M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2014 was TFS Capital, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2014.