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UHT

Universal Health Realty Income Trust
UHT

146 hedge funds and large institutions have $641M invested in Universal Health Realty Income Trust in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.03% more ownership

Funds ownership: 60.41% → 62.44% (+2%)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

2% less capital invested

Capital invested by funds: $653M → $641M (-$12M)

2% less funds holding

Funds holding: 149 → 146 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less call options, than puts

Call options by funds: $713K | Put options by funds: $813K

Holders
146
Holders Change
-3
Holders Change %
-2.01%
% of All Funds
3.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
46
Reduced
44
Closed
17
Calls
$713K
Puts
$813K
Net Calls
-$100K
Net Calls Change
-$1.85M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$7.46M
2
Bank of America
Bank of America
North Carolina
+$5.08M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.46M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$2.78M
5
NFA
Nationwide Fund Advisors
Ohio
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$2.22M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.22M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.03M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$883K
5
ACM
Atlanta Capital Management
Georgia
-$727K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
126
Next Financial Group
Texas
$76K – – –
WB
127
Webster Bank
Connecticut
$75K +$77.1K +1,000 New
HNB
128
Huntington National Bank
Ohio
$73K – – –
US Bancorp
129
US Bancorp
Minnesota
$72K – – –
CG
130
Cutler Group
California
$65K +$19.6K +254 +42%
QI
131
QS Investors
New York
$53K – – –
HCM
132
Highlander Capital Management
New Jersey
$53K +$15.4K +200 +40%
LMAM
133
Legg Mason Asset Management
Japan
$53K +$30.8K +400 +133%
MWM
134
Mascoma Wealth Management
New Hampshire
$47K – – –
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$34K – – –
LIA
136
LS Investment Advisors
Michigan
$34K – – –
SWA
137
Sutton Wealth Advisors
Florida
$28K – – –
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$23K – – –
MRCM
139
M&R Capital Management
New Jersey
$22K – – –
PA
140
Parallel Advisors
California
$6K – – –
IA
141
IFP Advisors
Florida
$4K +$3.85K +50 New
QCG
142
Quadrant Capital Group
Ohio
$3K +$2.24K +29 +126%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$1K – – –
TWA
144
TCI Wealth Advisors
Arizona
$1K – – –
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$1K +$617 +8 New
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
– -$1.22M -15,850 Closed
Two Sigma Investments
147
Two Sigma Investments
New York
– -$1.03M -12,937 Closed
GT
148
Greenleaf Trust
Michigan
– -$609K -7,654 Closed
Janus Henderson Group
149
Janus Henderson Group
United Kingdom
– -$485K -6,100 Closed
WA
150
WealthTrust Axiom
Pennsylvania
– -$481K -6,050 Closed
3 4 5
6
7

UHT Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2017, worth a combined $641M — down 1.8% from $653M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UHT and 15 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $7.46M. The largest seller was Vanguard Group, cutting an estimated $2.22M.

  • 146 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2017, down from 149 in Q2 2017.
  • Funds reported $641M of Universal Health Realty Income Trust stock for Q3 2017, down 1.8% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q3 2017 and 17 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2017 was BlackRock, an estimated $7.46M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2017 was Vanguard Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2017.