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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $302M invested in Universal Health Realty Income Trust in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more capital invested

Capital invested by funds: $296M → $302M (+$5.97M)

0.16% more ownership

Funds ownership: 49.06%49.22% (+0.16%)

0% more funds holding

Funds holding: 142142 (0)

45% less call options, than puts

Call options by funds: $103K | Put options by funds: $188K

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
51
Reduced
46
Closed
10
Calls
$103K
Puts
$188K
Net Calls
-$85K
Net Calls Change
-$243K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
101
Macquarie Group
Australia
$150K
NMERB
102
New Mexico Educational Retirement Board
New Mexico
$131K
CFA
103
Camarda Financial Advisors
Florida
$124K -$20.1K -423 -14%
MERSOM
104
Municipal Employees' Retirement System of Michigan
Michigan
$122K +$2.85K +60 +2%
Creative Planning
105
Creative Planning
Kansas
$118K +$119K +2,511 New
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$113K +$25.8K +542 +29%
MTB
107
Mizuho Trust & Banking
Japan
$109K -$34.3K -720 -24%
CAL
108
Capital Analysts LLC
Pennsylvania
$93.9K
MSA
109
Mason Street Advisors
Wisconsin
$85K -$1.57K -33 -2%
HNB
110
Huntington National Bank
Ohio
$82K +$10.1K +213 +14%
PI
111
PineBridge Investments
New York
$80K +$7.8K +164 +11%
Mitsubishi UFJ Asset Management
112
Mitsubishi UFJ Asset Management
Japan
$76K
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$73K +$51.2K +1,076 +226%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$72K +$5K +105 +7%
Credit Agricole
115
Credit Agricole
France
$70K
RFC
116
Russell Frank Company
Washington
$66K +$38.4K +808 +136%
AAM
117
Advisors Asset Management
Colorado
$55K +$55.6K +1,168 New
RI
118
Redwood Investments
Massachusetts
$47K
NFG
119
Next Financial Group
Texas
$46K
Victory Capital Management
120
Victory Capital Management
Texas
$44K -$11.6K -243 -20%
WA
121
WFG Advisors
Texas
$40K
OA
122
OFI Advisors
Pennsylvania
$38K +$7.38K +155 +23%
SAMC
123
Shinko Asset Management Company
Japan
$33K -$9.52K -200 -22%
AF
124
Allworth Financial
California
$30K
DADC
125
D.A. Davidson & Co
Montana
$29K

UHT Hedge Fund Activity: Q3 2015 in Review

142 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2015, worth a combined $302M — up 2% from $296M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UHT positions and 10 closed out — a net gain of 1 holder — while 51 added to existing stakes and 46 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $2.52M. The largest seller was First Trust Advisors, cutting an estimated $1.8M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $302M of Universal Health Realty Income Trust stock for Q3 2015, up 2% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2015 and 10 closed out, a net change of +1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q3 2015 was Bank of New York Mellon, an estimated $2.52M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2015 was First Trust Advisors, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2015.