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UHT

Universal Health Realty Income Trust
UHT

149 hedge funds and large institutions have $468M invested in Universal Health Realty Income Trust in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $152K | Put options by funds: $69K

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $418M → $468M (+$50.3M)

0.23% more ownership

Funds ownership: 54.87% → 55.1% (+0.23%)

3% less funds holding

Funds holding: 153 → 149 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
3.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
58
Reduced
45
Closed
13
Calls
$152K
Puts
$69K
Net Calls
+$83K
Net Calls Change
+$876K

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$2.5M
2
Renaissance Technologies
Renaissance Technologies
New York
+$2.29M
3
Invesco
Invesco
Georgia
+$2.04M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.46M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.36M

Top Sellers

Rank Fund Capital Flow
1
BPIM
Brant Point Investment Management
New York
-$1.73M
2
Two Sigma Investments
Two Sigma Investments
New York
-$972K
3
BIT
BlackRock Institutional Trust
California
-$961K
4
ACM
Atlanta Capital Management
Georgia
-$855K
5
WI
WBI Investments
New Jersey
-$803K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
126
Next Financial Group
Texas
$63K – – –
AG
127
Advisor Group
Arizona
$53K -$60 -1 -0.1%
AF
128
Allworth Financial
California
$40K – – –
HCM
129
Highlander Capital Management
New Jersey
$32K – – –
Daiwa Securities Group
130
Daiwa Securities Group
Japan
$32K +$6.03K +100 +25%
MFS
131
MSI Financial Services
Massachusetts
$29K +$60 +1 +0.2%
LIA
132
LS Investment Advisors
Michigan
$28K +$2.17K +36 +9%
SAMC
133
Shinko Asset Management Company
Japan
$25K -$6.03K -100 -20%
SWA
134
Sutton Wealth Advisors
Florida
$23.4K – – –
CG
135
Cutler Group
California
$22K +$21.5K +357 New
VCM
136
Versant Capital Management
Arizona
$19K +$18.3K +304 New
BJ
137
BlackRock Japan
Japan
$18K – – –
OSAM
138
O'Shaughnessy Asset Management
Connecticut
$14K -$10.9K -181 -45%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$14K – – –
WA
140
WFG Advisors
Texas
$13K -$39.2K -650 -76%
AC
141
Alexandria Capital
Virginia
$7K – – –
TWA
142
TCI Wealth Advisors
Arizona
$7K – – –
FIB
143
First Interstate Bank
Montana
$6K – – –
Lazard Asset Management
144
Lazard Asset Management
New York
$6K – – –
Simplex Trading
145
Simplex Trading
Illinois
$6K +$6.03K +100 New
WP
146
WealthPLAN Partners
Nebraska
$4.56K -$16K -265 -78%
TCIM
147
TIAA CREF Investment Management
New York
$2.38K -$44K -730 -2%
QCG
148
Quadrant Capital Group
Ohio
$1K – – –
VOYA Investment Management
149
VOYA Investment Management
Georgia
$524 -$11.3K -187 -2%
BPIM
150
Brant Point Investment Management
New York
– -$1.73M -30,300 Closed
3 4 5
6
7

UHT Hedge Fund Activity: Q3 2016 in Review

149 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2016, worth a combined $468M — up 12% from $418M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UHT and 11 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 58 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.5M. The largest seller was Brant Point Investment Management, exiting entirely with an estimated $1.73M sold.

  • 149 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2016, down from 153 in Q2 2016.
  • Funds reported $468M of Universal Health Realty Income Trust stock for Q3 2016, up 12% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2016 and 13 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $2.5M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2016 was Brant Point Investment Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2016.