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UHT

Universal Health Realty Income Trust

146 hedge funds and large institutions have $381M invested in Universal Health Realty Income Trust in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more call options, than puts

Call options by funds: $788K | Put options by funds: $169K

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $316M → $381M (+$64.6M)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

4% more funds holding

Funds holding: 140146 (+6)

0.13% more ownership

Funds ownership: 50.81%50.95% (+0.13%)

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
52
Reduced
46
Closed
8
Calls
$788K
Puts
$169K
Net Calls
+$619K
Net Calls Change
+$619K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
WFG Advisors
Texas
$48K -$26.1K -500 -37%
AF
127
Allworth Financial
California
$36K +$33.2K +635 New
DADC
128
D.A. Davidson & Co
Montana
$35K
Canada Life
129
Canada Life
Manitoba, Canada
$31K
BJ
130
BlackRock Japan
Japan
$28K -$2.67K -51 -9%
HCM
131
Highlander Capital Management
New Jersey
$28K
Daiwa Securities Group
132
Daiwa Securities Group
Japan
$28K +$5.23K +100 +25%
SF
133
Synovus Financial
Georgia
$23K -$41.8K -800 -67%
MFS
134
MSI Financial Services
Massachusetts
$23K +$1.62K +31 +8%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$21K -$52 -1 -0.3%
SAMC
136
Shinko Asset Management Company
Japan
$19K -$3.14K -60 -15%
WRM
137
Westport Resources Management
Connecticut
$18K
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$16K +$3.4K +65 +29%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$13K +$1.25K +24 +12%
RFC
140
Russell Frank Company
Washington
$8K -$7.79K -149 -50%
WT
141
Whittier Trust
California
$8K +$7.32K +140 New
EFSCE
142
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
TWA
143
TCI Wealth Advisors
Arizona
$6K
AC
144
Alexandria Capital
Virginia
$6K +$52 +1 +1%
SAM
145
Shamrock Asset Management
Texas
$6K +$5.23K +100 New
Lazard Asset Management
146
Lazard Asset Management
New York
$5K +$5.23K +100 New
Manulife (Manufacturers Life Insurance)
147
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$482 +$6.69K +128 +2%
Arrowstreet Capital
148
Arrowstreet Capital
Massachusetts
-$506K -10,510 Closed
Schroder Investment Management Group
149
Schroder Investment Management Group
United Kingdom
-$406K -8,440 Closed
Los Angeles Capital Management
150
Los Angeles Capital Management
California
-$308K -6,394 Closed

UHT Hedge Fund Activity: Q1 2015 in Review

146 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2015, worth a combined $381M — up 20% from $316M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UHT positions and 8 closed out — a net gain of 8 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $5.06M. The largest seller was Nuveen, cutting an estimated $1.54M.

  • 146 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2015, up from 140 in Q4 2014.
  • Funds reported $381M of Universal Health Realty Income Trust stock for Q1 2015, up 20% quarter-over-quarter.
  • 16 funds opened new Universal Health Realty Income Trust positions in Q1 2015 and 8 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2015 was Teachers Advisors, an estimated $5.06M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2015 was Nuveen, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2015.