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UHT

Universal Health Realty Income Trust
UHT

143 hedge funds and large institutions have $553M invested in Universal Health Realty Income Trust in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

6% more capital invested

Capital invested by funds: $522M → $553M (+$31.8M)

0.21% less ownership

Funds ownership: 63.15% → 62.94% (-0.21%)

7% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 15

2% less funds holding

Funds holding: 146 → 143 (-3)

15% less call options, than puts

Call options by funds: $339K | Put options by funds: $397K

Holders
143
Holders Change
-3
Holders Change %
-2.05%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
46
Reduced
41
Closed
15
Calls
$339K
Puts
$397K
Net Calls
-$58K
Net Calls Change
-$430K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$8.53M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.07M
3
TIAAOA
Teachers Insurance & Annuity Association of America
New York
+$1.04M
4
JP Morgan Chase
JP Morgan Chase
New York
+$761K
5
State Street
State Street
Massachusetts
+$622K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$4.62M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.39M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.1M
4
Deutsche Bank
Deutsche Bank
Germany
-$1.14M
5
ProShare Advisors
ProShare Advisors
Maryland
-$936K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
126
Acorn Wealth Advisors
Michigan
$19K – – –
MRCM
127
M&R Capital Management
New Jersey
$19K – – –
PCM
128
Prelude Capital Management
New York
$12K -$1.36K -22 -11%
SF
129
Synovus Financial
Georgia
$10K – – –
FGAM
130
Financial Gravity Asset Management
Texas
$5K -$35.7K -579 -90%
ST
131
Smithfield Trust
Pennsylvania
$4K – – –
JA
132
JOYN Advisors
Georgia
$4K +$2.9K +47 +336%
PA
133
Parallel Advisors
California
$4K +$3.94K +64 New
OSAM
134
O'Shaughnessy Asset Management
Connecticut
$3K +$370 +6 +15%
WAM
135
Wealthspire Advisors (Maryland)
Maryland
$3K +$555 +9 +21%
MOACM
136
Mutual of America Capital Management
New York
$3K +$2.83K +46 New
APA
137
American Portfolios Advisors
New York
$2.69K +$2.59K +42 New
RCAG
138
Rehmann Capital Advisory Group
Michigan
$1.85K -$1.54K -25 -46%
CAW
139
Cornerstone Advisors (Washington)
Washington
$1K – – –
PFBT
140
Parkside Financial Bank & Trust
Missouri
$1K – – –
QCG
141
Quadrant Capital Group
Ohio
$1K – – –
TWA
142
TCI Wealth Advisors
Arizona
$1K – – –
PCG
143
Private Capital Group
Connecticut
$1K +$1.17K +19 New
Wellington Management Group
144
Wellington Management Group
Massachusetts
– -$2.1M -34,860 Closed
MWNA
145
Marshall Wace North America
New York
– -$813K -13,527 Closed
First Trust Advisors
146
First Trust Advisors
Illinois
– -$611K -10,170 Closed
KBC Group
147
KBC Group
Belgium
– -$463K -7,698 Closed
FIM
148
Freedom Investment Management
Connecticut
– -$383K -6,365 Closed
SFI
149
Susquehanna Fundamental Investments
Pennsylvania
– -$381K -6,346 Closed
VRS
150
Virginia Retirement Systems
Virginia
– -$282K -4,700 Closed
3 4 5
6
7

UHT Hedge Fund Activity: Q2 2018 in Review

143 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2018, worth a combined $553M — up 6.1% from $522M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UHT and 14 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $8.53M. The largest seller was Vanguard Group, cutting an estimated $4.62M.

  • 143 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2018, down from 146 in Q1 2018.
  • Funds reported $553M of Universal Health Realty Income Trust stock for Q2 2018, up 6.1% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q2 2018 and 15 closed out, a net change of -1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q2 2018 was BlackRock, an estimated $8.53M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2018 was Vanguard Group, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2018.