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UHT

Universal Health Realty Income Trust

145 hedge funds and large institutions have $501M invested in Universal Health Realty Income Trust in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more call options, than puts

Call options by funds: $549K | Put options by funds: $264K

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

17% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 41

0.69% more ownership

Funds ownership: 56.41%57.11% (+0.69%)

0% less capital invested

Capital invested by funds: $503M → $501M (-$2.05M)

1% less funds holding

Funds holding: 147145 (-2)

Holders
145
Holders Change
-2
Holders Change %
-1.36%
% of All Funds
3.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
48
Reduced
41
Closed
10
Calls
$549K
Puts
$264K
Net Calls
+$285K
Net Calls Change
-$162K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
126
Mascoma Wealth Management
New Hampshire
$40K
HCM
127
Highlander Capital Management
New Jersey
$32K
LIA
128
LS Investment Advisors
Michigan
$29K
DADC
129
D.A. Davidson & Co
Montana
$28K
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$26K -$14.4K -228 -36%
SWA
131
Sutton Wealth Advisors
Florida
$23.9K
Barclays
132
Barclays
United Kingdom
$21K -$18.6K -294 -48%
MRCM
133
M&R Capital Management
New Jersey
$19K +$19K +300 New
WA
134
WFG Advisors
Texas
$13K
Lazard Asset Management
135
Lazard Asset Management
New York
$12K +$12.2K +193 New
SF
136
Synovus Financial
Georgia
$10K +$9.49K +150 New
AC
137
Alexandria Capital
Virginia
$7K
MAM
138
Meeder Asset Management
Ohio
$7K +$7.21K +114 New
PA
139
Parallel Advisors
California
$6K +$5.38K +85 New
WP
140
WealthPLAN Partners
Nebraska
$4.87K +$4.75K +75 New
TWA
141
TCI Wealth Advisors
Arizona
$1K -$6.39K -101 -86%
QCG
142
Quadrant Capital Group
Ohio
$1K
VCM
143
Versant Capital Management
Arizona
$1K
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
-$1.3M -19,752 Closed
VKH
145
Virtu KCG Holdings
New York
-$395K -6,020 Closed
HSBC Holdings
146
HSBC Holdings
United Kingdom
-$277K -4,225 Closed
FCBT
147
First Citizens Bank & Trust
North Carolina
-$276K -4,203 Closed
Wolverine Trading
148
Wolverine Trading
Illinois
-$200K -3,161 Closed
CAL
149
Capital Analysts LLC
Pennsylvania
-$131K -2,000 Closed
SG Americas Securities
150
SG Americas Securities
New York
-$109K -1,655 Closed

UHT Hedge Fund Activity: Q1 2017 in Review

145 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2017, worth a combined $501M — down 0.41% from $503M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UHT positions and 10 closed out — a net gain of 5 holders — while 48 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $82.9M. The largest seller was Northern Trust, cutting an estimated $3.16M.

  • 145 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2017, down from 147 in Q4 2016.
  • Funds reported $501M of Universal Health Realty Income Trust stock for Q1 2017, down 0.41% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q1 2017 and 10 closed out, a net change of +5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2017 was BlackRock, an estimated $82.9M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2017 was Northern Trust, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2017.