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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $302M invested in Universal Health Realty Income Trust in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more capital invested

Capital invested by funds: $296M → $302M (+$5.97M)

0.16% more ownership

Funds ownership: 49.06%49.22% (+0.16%)

0% more funds holding

Funds holding: 142142 (0)

45% less call options, than puts

Call options by funds: $103K | Put options by funds: $188K

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
51
Reduced
46
Closed
10
Calls
$103K
Puts
$188K
Net Calls
-$85K
Net Calls Change
-$243K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
126
Canada Life
Manitoba, Canada
$26K
OSAM
127
O'Shaughnessy Asset Management
Connecticut
$26K +$16.5K +347 +165%
SIM
128
Sonora Investment Management
Arizona
$25K +$27.2K +571 New
HCM
129
Highlander Capital Management
New Jersey
$23K
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$19K -$4.76K -100 -20%
LIA
131
LS Investment Advisors
Michigan
$19K -$1.9K -40 -9%
MFS
132
MSI Financial Services
Massachusetts
$18K
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$18K +$4.81K +101 +35%
BJ
134
BlackRock Japan
Japan
$15K -$6.76K -142 -31%
WRM
135
Westport Resources Management
Connecticut
$15K
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$14K +$143 +3 +1%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$11K +$476 +10 +4%
N
138
Nuveen
North Carolina
$5.1K -$345K -7,259 -6%
TWA
139
TCI Wealth Advisors
Arizona
$5K
AC
140
Alexandria Capital
Virginia
$5K +$48 +1 +1%
FIB
141
First Interstate Bank
Montana
$5K +$4.76K +100 New
Lazard Asset Management
142
Lazard Asset Management
New York
$4K
Manulife (Manufacturers Life Insurance)
143
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$389 +$14.4K +303 +4%
ECM
144
Endurant Capital Management
California
-$850K -18,300 Closed
MAM
145
Martingale Asset Management
Massachusetts
-$591K -12,705 Closed
State of Tennessee, Department of Treasury
146
State of Tennessee, Department of Treasury
Tennessee
-$469K -10,100 Closed
American Century Companies
147
American Century Companies
Missouri
-$357K -7,691 Closed
IAS
148
IMA Advisory Services
Colorado
-$123K -2,650 Closed
PG
149
PEAK6 Group
Illinois
-$27.6K -579 Closed
EWM
150
Evercore Wealth Management
New York
-$8K -176 Closed

UHT Hedge Fund Activity: Q3 2015 in Review

142 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2015, worth a combined $302M — up 2% from $296M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UHT positions and 10 closed out — a net gain of 1 holder — while 51 added to existing stakes and 46 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $2.52M. The largest seller was First Trust Advisors, cutting an estimated $1.8M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $302M of Universal Health Realty Income Trust stock for Q3 2015, up 2% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2015 and 10 closed out, a net change of +1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q3 2015 was Bank of New York Mellon, an estimated $2.52M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2015 was First Trust Advisors, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2015.