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UHT

Universal Health Realty Income Trust
UHT

129 hedge funds and large institutions have $265M invested in Universal Health Realty Income Trust in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $583K

1.05% less ownership

Funds ownership: 50.26% → 49.21% (-1%)

2% less funds holding

Funds holding: 131 → 129 (-2)

6% less capital invested

Capital invested by funds: $282M → $265M (-$17.4M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

42% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 50

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
3.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
29
Reduced
50
Closed
10
Calls
$1.11M
Puts
$583K
Net Calls
+$530K
Net Calls Change
+$751K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.47M
2
Deutsche Bank
Deutsche Bank
Germany
+$1.07M
3
Renaissance Technologies
Renaissance Technologies
New York
+$814K
4
Invesco
Invesco
Georgia
+$591K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$421K

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$4.56M
2
Barclays
Barclays
United Kingdom
-$1.34M
3
BIT
BlackRock Institutional Trust
California
-$572K
4
JP Morgan Chase
JP Morgan Chase
New York
-$508K
5
State Street
State Street
Massachusetts
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$4K – – –
EFSCE
127
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.86K -43 -31%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$2.96K +$3.08K +71 New
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$353 -$4.16K -96 -1%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
– -$339K -7,800 Closed
DLG
131
Daniel L. Goodwin
– -$315K -7,242 Closed
Schroder Investment Management Group
132
Schroder Investment Management Group
United Kingdom
– -$298K -6,860 Closed
Millennium Management
133
Millennium Management
New York
– -$287K -6,599 Closed
Two Sigma Advisers
134
Two Sigma Advisers
New York
– -$237K -5,454 Closed
AQR Capital Management
135
AQR Capital Management
Connecticut
– -$220K -5,063 Closed
Macquarie Group
136
Macquarie Group
Australia
– -$139K -3,200 Closed
CCMH
137
Cornerstone Capital Management Holdings
New York
– -$104K -2,400 Closed
ST
138
Spot Trading
Illinois
– -$65.9K -1,522 Closed
VFA
139
Virtus Fund Advisers
Connecticut
– -$45K -1,035 Closed
2 3 4 5
6

UHT Hedge Fund Activity: Q3 2014 in Review

129 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2014, worth a combined $265M — down 6.2% from $282M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UHT and 8 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 29 added.

The largest buyer was Vanguard Group, adding an estimated $1.47M. The largest seller was Norges Bank, cutting an estimated $4.56M.

  • 129 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2014, down from 131 in Q2 2014.
  • Funds reported $265M of Universal Health Realty Income Trust stock for Q3 2014, down 6.2% quarter-over-quarter.
  • 8 funds opened new Universal Health Realty Income Trust positions in Q3 2014 and 10 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2014 was Vanguard Group, an estimated $1.47M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2014 was Norges Bank, an estimated $4.56M sold.

Based on aggregated 13F filings for Q3 2014.