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UHT

Universal Health Realty Income Trust

132 hedge funds and large institutions have $259M invested in Universal Health Realty Income Trust in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 49.09%51.21% (+2.1%)

3% less capital invested

Capital invested by funds: $268M → $259M (-$9.29M)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

5% less funds holding

Funds holding: 139132 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
132
Holders Change
-7
Holders Change %
-5.04%
% of All Funds
4.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
42
Reduced
44
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$11K -$71.9K -1,692 -87%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$8K +$8.5K +200 New
EFSCE
128
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$85 -2 -1%
AC
129
Alexandria Capital
Virginia
$4K
M&T Bank
130
M&T Bank
New York
$4K
Zurich Cantonal Bank
131
Zurich Cantonal Bank
Switzerland
$2K
Manulife (Manufacturers Life Insurance)
132
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$395
RJFSA
133
Raymond James Financial Services Advisors
Florida
-$1.69M -39,276 Closed
Millennium Management
134
Millennium Management
New York
-$694K -16,089 Closed
HM
135
HealthCor Management
New York
-$612K -14,200 Closed
MAM
136
Martingale Asset Management
Massachusetts
-$514K -11,904 Closed
SM
137
Stratton Management
Pennsylvania
-$487K -11,300 Closed
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
-$366K -8,489 Closed
PP
139
PDT Partners
New York
-$364K -8,430 Closed
SMDAM
140
Sumitomo Mitsui DS Asset Management
Japan
-$259K -6,015 Closed
GC
141
Globeflex Capital
California
-$226K -5,252 Closed
CBOA
142
Commonwealth Bank of Australia
Australia
-$194K -4,488 Closed
NMERB
143
New Mexico Educational Retirement Board
New Mexico
-$186K -4,301 Closed
TSWM
144
Triangle Securities Wealth Management
North Carolina
-$129K -3,000 Closed
HIM
145
Hillsdale Investment Management
Ontario, Canada
-$43K -1,000 Closed
TWI
146
Thomas White International
Illinois
-$6K -130 Closed
LFG
147
LifePlan Financial Group
Ohio
-$4K -92 Closed

UHT Hedge Fund Activity: Q3 2013 in Review

132 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2013, worth a combined $259M — down 3.5% from $268M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UHT and 9 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 42 added.

The largest buyer was Teachers Advisors, adding an estimated $7.78M. The largest seller was Renaissance Technologies, cutting an estimated $2.5M.

  • 132 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2013, down from 139 in Q2 2013.
  • Funds reported $259M of Universal Health Realty Income Trust stock for Q3 2013, down 3.5% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q3 2013 and 15 closed out, a net change of -6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2013 was Teachers Advisors, an estimated $7.78M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2013 was Renaissance Technologies, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2013.