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UHT

Universal Health Realty Income Trust

146 hedge funds and large institutions have $641M invested in Universal Health Realty Income Trust in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.03% more ownership

Funds ownership: 60.41%62.44% (+2%)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

2% less capital invested

Capital invested by funds: $653M → $641M (-$12M)

2% less funds holding

Funds holding: 149146 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less call options, than puts

Call options by funds: $713K | Put options by funds: $813K

Holders
146
Holders Change
-3
Holders Change %
-2.01%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
46
Reduced
44
Closed
17
Calls
$713K
Puts
$813K
Net Calls
-$100K
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
101
Credit Agricole
France
$249K +$26.9K +349 +12%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$247K -$140K -1,818 -36%
IAS
103
IMA Advisory Services
Colorado
$244K -$7.71K -100 -3%
MSA
104
Mason Street Advisors
Wisconsin
$239K +$6.4K +83 +3%
Neuberger Berman Group
105
Neuberger Berman Group
New York
$239K +$16.7K +217 +7%
CGH
106
Crossmark Global Holdings
Texas
$233K +$237K +3,080 New
GEA
107
Glen Eagle Advisors
New Jersey
$227K +$50.5K +655 +28%
OCM
108
One Capital Management
California
$226K
FHA
109
Flagship Harbor Advisors
Massachusetts
$224K
PIA
110
Piedmont Investment Advisors
North Carolina
$206K +$1.47K +19 +0.7%
Citadel Advisors
111
Citadel Advisors
Florida
$204K +$209K +2,705 New
SOADOR
112
State of Alaska Department of Revenue
Alaska
$187K +$771 +10 +0.4%
CFA
113
Camarda Financial Advisors
Florida
$186K -$1.47K -19 -0.8%
CAL
114
Capital Analysts LLC
Pennsylvania
$151K
Mitsubishi UFJ Asset Management
115
Mitsubishi UFJ Asset Management
Japan
$146K
NMERB
116
New Mexico Educational Retirement Board
New Mexico
$136K
MFW
117
Mosaic Family Wealth
Missouri
$128K
Schroder Investment Management Group
118
Schroder Investment Management Group
United Kingdom
$128K +$131K +1,699 New
PI
119
PineBridge Investments
New York
$117K -$7.4K -96 -6%
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$97K
AG
121
Advisor Group
Arizona
$92K +$16.3K +211 +21%
Daiwa Securities Group
122
Daiwa Securities Group
Japan
$91K +$7.71K +100 +9%
AIP
123
Ameritas Investment Partners
Nebraska
$84K
TRCT
124
Tower Research Capital (TRC)
New York
$83K +$85.1K +1,104 New
LTFS
125
Ladenburg Thalmann Financial Services
Florida
$79K -$79.9K -1,036 -49%

UHT Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2017, worth a combined $641M — down 1.8% from $653M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UHT and 15 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $7.46M. The largest seller was Vanguard Group, cutting an estimated $2.22M.

  • 146 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2017, down from 149 in Q2 2017.
  • Funds reported $641M of Universal Health Realty Income Trust stock for Q3 2017, down 1.8% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q3 2017 and 17 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2017 was BlackRock, an estimated $7.46M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2017 was Vanguard Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2017.