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UHT

Universal Health Realty Income Trust
UHT

140 hedge funds and large institutions have $316M invested in Universal Health Realty Income Trust in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

19% more capital invested

Capital invested by funds: $265M → $316M (+$51.1M)

9% more funds holding

Funds holding: 129 → 140 (+11)

1.6% more ownership

Funds ownership: 49.21% → 50.81% (+1.6%)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
3.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
48
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$2.67M
2
GC
Guggenheim Capital
Illinois
+$1.34M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.08M
4
Morgan Stanley
Morgan Stanley
New York
+$999K
5
Northern Trust
Northern Trust
Illinois
+$912K

Top Sellers

1
N
Nuveen
North Carolina
-$1.46M
2
LJAC
L.J. Altfest & Co
New York
-$992K
3
ACM
Atlanta Capital Management
Georgia
-$801K
4
Deutsche Bank
Deutsche Bank
Germany
-$492K
5
IOOF
Independent Order of Foresters
Ontario, Canada
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$201K +$197K +4,176 New
SPC
102
Sigma Planning Corp
Michigan
$201K +$197K +4,179 New
MERSOM
103
Municipal Employees' Retirement System of Michigan
Michigan
$159K – – –
Macquarie Group
104
Macquarie Group
Australia
$154K +$151K +3,200 New
PI
105
PineBridge Investments
New York
$144K +$12.8K +272 +10%
NMERB
106
New Mexico Educational Retirement Board
New Mexico
$135K – – –
GT
107
Glenmede Trust
Pennsylvania
$133K – – –
Creative Planning
108
Creative Planning
Kansas
$132K +$30K +636 +30%
CCS
109
Crosspoint Capital Strategies
California
$128K -$9.9K -210 -7%
CAL
110
Capital Analysts LLC
Pennsylvania
$96.2K – – –
Credit Agricole
111
Credit Agricole
France
$96K -$9.43K -200 -10%
Citadel Advisors
112
Citadel Advisors
Florida
$87K +$85.4K +1,811 New
MSA
113
Mason Street Advisors
Wisconsin
$80K +$2.36K +50 +3%
HNB
114
Huntington National Bank
Ohio
$74K +$72.5K +1,537 New
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$66K +$14.1K +300 +29%
WA
116
WFG Advisors
Texas
$65K -$36.5K -775 -36%
SF
117
Synovus Financial
Georgia
$57K – – –
NFG
118
Next Financial Group
Texas
$48K -$2.36K -50 -5%
RI
119
Redwood Investments
Massachusetts
$48K – – –
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$44K +$31.3K +664 +265%
DADC
121
D.A. Davidson & Co
Montana
$30K +$20.9K +443 +243%
OA
122
OFI Advisors
Pennsylvania
$28K -$1.32K -28 -5%
BJ
123
BlackRock Japan
Japan
$26K -$7.59K -161 -23%
Canada Life
124
Canada Life
Manitoba, Canada
$26K – – –
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$26K +$25.5K +541 New
2 3 4
5
6

UHT Hedge Fund Activity: Q4 2014 in Review

140 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2014, worth a combined $316M — up 19% from $265M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UHT positions and 8 closed out — a net gain of 13 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.67M. The largest seller was Nuveen, cutting an estimated $1.46M.

  • 140 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2014, up from 129 in Q3 2014.
  • Funds reported $316M of Universal Health Realty Income Trust stock for Q4 2014, up 19% quarter-over-quarter.
  • 21 funds opened new Universal Health Realty Income Trust positions in Q4 2014 and 8 closed out, a net change of +13 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2014 was Renaissance Technologies, an estimated $2.67M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2014 was Nuveen, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2014.