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UHT

Universal Health Realty Income Trust

129 hedge funds and large institutions have $265M invested in Universal Health Realty Income Trust in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $583K

1.05% less ownership

Funds ownership: 50.26%49.21% (-1%)

2% less funds holding

Funds holding: 131129 (-2)

6% less capital invested

Capital invested by funds: $282M → $265M (-$17.4M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

42% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 50

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
50
Closed
10
Calls
$1.11M
Puts
$583K
Net Calls
+$530K
Net Calls Change
+$751K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$88K -$2.08K -48 -2%
CAL
102
Capital Analysts LLC
Pennsylvania
$83.4K
MSA
103
Mason Street Advisors
Wisconsin
$67K -$477 -11 -0.7%
PG
104
PEAK6 Group
Illinois
$65K +$67.8K +1,564 New
Citigroup
105
Citigroup
New York
$57K -$87.7K -2,024 -60%
SF
106
Synovus Financial
Georgia
$51K
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$49K -$132K -3,036 -72%
NFG
108
Next Financial Group
Texas
$44K +$45.5K +1,050 New
Mitsubishi UFJ Asset Management
109
Mitsubishi UFJ Asset Management
Japan
$43K
RI
110
Redwood Investments
Massachusetts
$42K
PCM
111
Prelude Capital Management
New York
$33K +$34.7K +800 New
BJ
112
BlackRock Japan
Japan
$29K -$2.86K -66 -9%
OA
113
OFI Advisors
Pennsylvania
$25K +$433 +10 +2%
Canada Life
114
Canada Life
Manitoba, Canada
$23K
1IC
115
1919 Investment Counsel
Maryland
$21K
SAMC
116
Shinko Asset Management Company
Japan
$21K
HCM
117
Highlander Capital Management
New Jersey
$20.8K
Teacher Retirement System of Texas
118
Teacher Retirement System of Texas
Texas
$18K -$347 -8 -2%
Daiwa Securities Group
119
Daiwa Securities Group
Japan
$17K
WRM
120
Westport Resources Management
Connecticut
$14K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$10K -$13.1K -302 -55%
Fifth Third Bancorp
122
Fifth Third Bancorp
Ohio
$8K
DADC
123
D.A. Davidson & Co
Montana
$7K
MFS
124
MSI Financial Services
Massachusetts
$5K +$5.42K +125 New
AC
125
Alexandria Capital
Virginia
$4K

UHT Hedge Fund Activity: Q3 2014 in Review

129 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2014, worth a combined $265M — down 6.2% from $282M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UHT and 8 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 29 added.

The largest buyer was Vanguard Group, adding an estimated $1.47M. The largest seller was Norges Bank, cutting an estimated $4.56M.

  • 129 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2014, down from 131 in Q2 2014.
  • Funds reported $265M of Universal Health Realty Income Trust stock for Q3 2014, down 6.2% quarter-over-quarter.
  • 8 funds opened new Universal Health Realty Income Trust positions in Q3 2014 and 10 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2014 was Vanguard Group, an estimated $1.47M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2014 was Norges Bank, an estimated $4.56M sold.

Based on aggregated 13F filings for Q3 2014.