We are live on ! Find out more
UHT

Universal Health Realty Income Trust

153 hedge funds and large institutions have $418M invested in Universal Health Realty Income Trust in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $381M → $418M (+$37.1M)

5% more funds holding

Funds holding: 146153 (+7)

2.05% more ownership

Funds ownership: 52.82%54.87% (+2%)

83% less call options, than puts

Call options by funds: $168K | Put options by funds: $961K

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
52
Reduced
42
Closed
6
Calls
$168K
Puts
$961K
Net Calls
-$793K
Net Calls Change
+$556K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
126
Royal Bank of Canada
Ontario, Canada
$73K -$238K -4,304 -77%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$61K
NFG
128
Next Financial Group
Texas
$57K
RI
129
Redwood Investments
Massachusetts
$57K
ST
130
Spot Trading
Illinois
$50K -$63.6K -1,153 -57%
WA
131
WFG Advisors
Texas
$49K
AG
132
Advisor Group
Arizona
$47K +$46K +834 New
AF
133
Allworth Financial
California
$36K
BIG
134
Bellwether Investment Group
Tennessee
$34K +$33K +598 New
TRCT
135
Tower Research Capital (TRC)
New York
$31K +$29.6K +537 New
SAMC
136
Shinko Asset Management Company
Japan
$29K -$9.93K -180 -26%
HCM
137
Highlander Capital Management
New Jersey
$29K
MFS
138
MSI Financial Services
Massachusetts
$27K
DADC
139
D.A. Davidson & Co
Montana
$25K
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$23K -$2.81K -51 -11%
Daiwa Securities Group
141
Daiwa Securities Group
Japan
$23K
LIA
142
LS Investment Advisors
Michigan
$23K
SWA
143
Sutton Wealth Advisors
Florida
$21.2K
WRM
144
Westport Resources Management
Connecticut
$19K
BJ
145
BlackRock Japan
Japan
$16K
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$13K -$11K -200 -47%
WP
147
WealthPLAN Partners
Nebraska
$9.73K +$18.8K +340 New
TWA
148
TCI Wealth Advisors
Arizona
$7K +$276 +5 +4%
FIB
149
First Interstate Bank
Montana
$6K
AC
150
Alexandria Capital
Virginia
$6K +$55 +1 +0.9%

UHT Hedge Fund Activity: Q2 2016 in Review

153 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2016, worth a combined $418M — up 9.7% from $381M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UHT positions and 6 closed out — a net gain of 9 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $2.64M. The largest seller was Panagora Asset Management, cutting an estimated $530K.

  • 153 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2016, up from 146 in Q1 2016.
  • Funds reported $418M of Universal Health Realty Income Trust stock for Q2 2016, up 9.7% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q2 2016 and 6 closed out, a net change of +9 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2016 was Bank of New York Mellon, an estimated $2.64M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2016 was Panagora Asset Management, an estimated $530K sold.

Based on aggregated 13F filings for Q2 2016.