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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $342M invested in Universal Health Realty Income Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

13% more capital invested

Capital invested by funds: $302M → $342M (+$40.2M)

3.18% more ownership

Funds ownership: 49.22%52.4% (+3.2%)

0% more funds holding

Funds holding: 142142 (0)

42% less call options, than puts

Call options by funds: $122K | Put options by funds: $210K

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
51
Reduced
45
Closed
7
Calls
$122K
Puts
$210K
Net Calls
-$88K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Canada Life
126
Canada Life
Manitoba, Canada
$28K
MFS
127
MSI Financial Services
Massachusetts
$28K +$9.49K +190 +51%
DADC
128
D.A. Davidson & Co
Montana
$27K -$4.1K -82 -13%
HCM
129
Highlander Capital Management
New Jersey
$25K
OSAM
130
O'Shaughnessy Asset Management
Connecticut
$21K -$7K -140 -25%
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$20K
LIA
132
LS Investment Advisors
Michigan
$20K
WRM
133
Westport Resources Management
Connecticut
$16K
BJ
134
BlackRock Japan
Japan
$14K -$1.85K -37 -11%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$12K -$2.95K -59 -19%
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$12K
PSI
137
Pinnacle Summer Investments
Virginia
$7K +$7K +140 New
N
138
Nuveen
North Carolina
$5.98K +$547K +10,954 +10%
FIB
139
First Interstate Bank
Montana
$5K
Lazard Asset Management
140
Lazard Asset Management
New York
$5K
TWA
141
TCI Wealth Advisors
Arizona
$5K
AC
142
Alexandria Capital
Virginia
$5K +$100 +2 +2%
Manulife (Manufacturers Life Insurance)
143
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$419 +$4K +80 +1%
GC
144
Guggenheim Capital
Illinois
-$2.35M -50,146 Closed
Two Sigma Investments
145
Two Sigma Investments
New York
-$708K -15,093 Closed
SEI Investments
146
SEI Investments
Pennsylvania
-$549K -11,703 Closed
Commonwealth Equity Services
147
Commonwealth Equity Services
Massachusetts
-$279K -5,954 Closed
PP
148
PDT Partners
New York
-$277K -5,910 Closed
VAM
149
Visium Asset Management
New York
-$254K -5,418 Closed
SIM
150
Sonora Investment Management
Arizona
-$25K -571 Closed

UHT Hedge Fund Activity: Q4 2015 in Review

142 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2015, worth a combined $342M — up 13% from $302M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UHT positions and 7 closed out — a net gain of 1 holder — while 51 added to existing stakes and 45 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $21.1M. The largest seller was Invesco, cutting an estimated $3.1M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $342M of Universal Health Realty Income Trust stock for Q4 2015, up 13% quarter-over-quarter.
  • 8 funds opened new Universal Health Realty Income Trust positions in Q4 2015 and 7 closed out, a net change of +1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q4 2015 was State Street, an estimated $21.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2015 was Invesco, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2015.