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UHT

Universal Health Realty Income Trust
UHT

152 hedge funds and large institutions have $658M invested in Universal Health Realty Income Trust in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

34% more call options, than puts

Call options by funds: $323K | Put options by funds: $241K

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

4% more funds holding

Funds holding: 146 → 152 (+6)

3% more capital invested

Capital invested by funds: $641M → $658M (+$16.6M)

0.14% more ownership

Funds ownership: 62.44% → 62.58% (+0.14%)

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
46
Reduced
41
Closed
13
Calls
$323K
Puts
$241K
Net Calls
+$82K
Net Calls Change
+$182K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$4.96M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$3.04M
3
Invesco
Invesco
Georgia
+$2.04M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.65M
5
State Street
State Street
Massachusetts
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
NFA
Nationwide Fund Advisors
Ohio
-$3.27M
2
Bank of America
Bank of America
North Carolina
-$2.47M
3
ACM
Atlanta Capital Management
Georgia
-$1.31M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.07M
5
TIAAOA
Teachers Insurance & Annuity Association of America
New York
-$985K
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$71K – – –
LMAM
127
Legg Mason Asset Management
Japan
$68K +$15K +200 +29%
OWA
128
One Wealth Advisors
California
$55K +$54.8K +731 New
HCM
129
Highlander Capital Management
New Jersey
$53K – – –
QI
130
QS Investors
New York
$53K – – –
MPPLM
131
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$50K +$49.6K +662 New
FGC
132
Financial Gravity Companies
Texas
$45K +$50.6K +675 New
MWM
133
Mascoma Wealth Management
New Hampshire
$40K – – –
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$35K – – –
SWA
135
Sutton Wealth Advisors
Florida
$27.9K – – –
LIA
136
LS Investment Advisors
Michigan
$26K -$7.49K -100 -23%
MRCM
137
M&R Capital Management
New Jersey
$22K – – –
AWA
138
Acorn Wealth Advisors
Michigan
$20K +$21.7K +290 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$15K -$7.49K -100 -33%
APA
140
American Portfolios Advisors
New York
$6.01K +$5.99K +80 New
PA
141
Parallel Advisors
California
$6K – – –
MOS
142
MGO One Seven
Ohio
$6K +$5.77K +77 New
AAM
143
Advisors Asset Management
Colorado
$6K +$5.84K +78 New
ST
144
Smithfield Trust
Pennsylvania
$5K +$4.87K +65 New
IA
145
IFP Advisors
Florida
$4K – – –
QCG
146
Quadrant Capital Group
Ohio
$3K – – –
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$3K +$2.32K +31 +388%
AssetMark Inc
148
AssetMark Inc
California
$2K +$1.2K +16 +400%
WAM
149
Wealthspire Advisors (Maryland)
Maryland
$2K +$1.57K +21 New
PFBT
150
Parkside Financial Bank & Trust
Missouri
$1K – – –
3 4 5
6
7

UHT Hedge Fund Activity: Q4 2017 in Review

152 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2017, worth a combined $658M — up 2.6% from $641M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UHT positions and 13 closed out — a net gain of 7 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $4.96M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $3.27M sold.

  • 152 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $658M of Universal Health Realty Income Trust stock for Q4 2017, up 2.6% quarter-over-quarter.
  • 20 funds opened new Universal Health Realty Income Trust positions in Q4 2017 and 13 closed out, a net change of +7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2017 was BlackRock, an estimated $4.96M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2017 was Nationwide Fund Advisors, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2017.