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UHT

Universal Health Realty Income Trust
UHT

134 hedge funds and large institutions have $267M invested in Universal Health Realty Income Trust in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $248M → $267M (+$19.1M)

1% more funds holding

Funds holding: 133 → 134 (+1)

0.44% more ownership

Funds ownership: 48.88% → 49.31% (+0.44%)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
38
Reduced
47
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Atlanta Capital Management
Georgia
+$3.21M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$2.48M
3
N
Nuveen
North Carolina
+$1.76M
4
Invesco
Invesco
Georgia
+$1.28M
5
Wells Fargo
Wells Fargo
California
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
TC
TFS Capital
Pennsylvania
-$1.68M
2
Renaissance Technologies
Renaissance Technologies
New York
-$1.13M
3
Goldman Sachs
Goldman Sachs
New York
-$769K
4
JP Morgan Chase
JP Morgan Chase
New York
-$704K
5
CS
Credit Suisse
Switzerland
-$568K
Name Holding Trade Value Shares
Change 		Change in
Stake
HR
126
Howe & Rusling
New York
$14K +$14.1K +336 New
Daiwa Securities Group
127
Daiwa Securities Group
Japan
$13K – – –
Fifth Third Bancorp
128
Fifth Third Bancorp
Ohio
$8K – – –
DADC
129
D.A. Davidson & Co
Montana
$7K -$4.2K -100 -35%
AC
130
Alexandria Capital
Virginia
$4K – – –
M&T Bank
131
M&T Bank
New York
$4K – – –
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$4K – – –
EFSCE
133
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$1.22K +29 +57%
Manulife (Manufacturers Life Insurance)
134
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$414 -$8.14K -194 -2%
Millennium Management
135
Millennium Management
New York
– -$426K -10,638 Closed
VKH
136
Virtu KCG Holdings
New York
– -$328K -8,183 Closed
MCM
137
Maryland Capital Management
Maryland
– -$325K -8,120 Closed
AGM
138
Alpine Global Management
New York
– -$200K -5,000 Closed
HIM
139
Hillsdale Investment Management
Ontario, Canada
– -$164K -4,100 Closed
HNB
140
Huntington National Bank
Ohio
– -$64K -1,592 Closed
OSAM
141
O'Shaughnessy Asset Management
Connecticut
– -$7K -176 Closed
2 3 4 5
6

UHT Hedge Fund Activity: Q1 2014 in Review

134 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2014, worth a combined $267M — up 7.7% from $248M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UHT positions and 7 closed out — a net gain of 2 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $3.21M. The largest seller was TFS Capital, cutting an estimated $1.68M.

  • 134 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2014, up from 133 in Q4 2013.
  • Funds reported $267M of Universal Health Realty Income Trust stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q1 2014 and 7 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2014 was Atlanta Capital Management, an estimated $3.21M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2014 was TFS Capital, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2014.