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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $342M invested in Universal Health Realty Income Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

13% more capital invested

Capital invested by funds: $302M → $342M (+$40.2M)

3.18% more ownership

Funds ownership: 49.22%52.4% (+3.2%)

0% more funds holding

Funds holding: 142142 (0)

42% less call options, than puts

Call options by funds: $122K | Put options by funds: $210K

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
51
Reduced
45
Closed
7
Calls
$122K
Puts
$210K
Net Calls
-$88K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
101
Camarda Financial Advisors
Florida
$149K +$16.9K +339 +13%
AAM
102
Advisors Asset Management
Colorado
$145K +$86.5K +1,731 +148%
NMERB
103
New Mexico Educational Retirement Board
New Mexico
$140K
MERSOM
104
Municipal Employees' Retirement System of Michigan
Michigan
$125K -$5K -100 -4%
MTB
105
Mizuho Trust & Banking
Japan
$118K -$600 -12 -0.5%
Creative Planning
106
Creative Planning
Kansas
$116K -$9.89K -198 -8%
Victory Capital Management
107
Victory Capital Management
Texas
$101K +$54.2K +1,084 +115%
CAL
108
Capital Analysts LLC
Pennsylvania
$100K
PG
109
PEAK6 Group
Illinois
$100K +$99.5K +1,991 New
MSA
110
Mason Street Advisors
Wisconsin
$99K +$8.6K +172 +10%
TRCT
111
Tower Research Capital (TRC)
New York
$84K +$84K +1,681 New
MFW
112
Mosaic Family Wealth
Missouri
$84K +$84.9K +1,698 New
HNB
113
Huntington National Bank
Ohio
$83K -$4.05K -81 -5%
PI
114
PineBridge Investments
New York
$82K -$2.35K -47 -3%
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$81K
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$80K +$2.9K +58 +4%
Credit Agricole
117
Credit Agricole
France
$76K +$750 +15 +1%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$60K +$40.4K +808 +209%
Teacher Retirement System of Texas
119
Teacher Retirement System of Texas
Texas
$58K -$19.2K -385 -25%
NFG
120
Next Financial Group
Texas
$50K
RI
121
Redwood Investments
Massachusetts
$50K
WA
122
WFG Advisors
Texas
$43K
SAMC
123
Shinko Asset Management Company
Japan
$40K +$5K +100 +14%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$38.7K -$81.1K -1,623 -68%
AF
125
Allworth Financial
California
$32K

UHT Hedge Fund Activity: Q4 2015 in Review

142 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2015, worth a combined $342M — up 13% from $302M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UHT positions and 7 closed out — a net gain of 1 holder — while 51 added to existing stakes and 45 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $21.1M. The largest seller was Invesco, cutting an estimated $3.1M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $342M of Universal Health Realty Income Trust stock for Q4 2015, up 13% quarter-over-quarter.
  • 8 funds opened new Universal Health Realty Income Trust positions in Q4 2015 and 7 closed out, a net change of +1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q4 2015 was State Street, an estimated $21.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2015 was Invesco, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2015.