Universal Health Realty Income Trust
UHT
153 hedge funds and large institutions have $418M invested in Universal Health Realty Income Trust in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 6 closing their positions.
150% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 6
24% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 42
10% more capital invested
Capital invested by funds: $381M → $418M (+$37.1M)
5% more funds holding
Funds holding: 146 → 153 (+7)
2.05% more ownership
Funds ownership: 52.82% → 54.87% (+2%)
83% less call options, than puts
Call options by funds: $168K | Put options by funds: $961K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$2.64M |
| 2 |
BPIM
Brant Point Investment Management
New York
|
+$1.67M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.62M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$1.48M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$530K |
| 2 |
State Board of Administration of Florida Retirement System
Tallahassee,
Florida
|
-$374K |
| 3 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$364K |
| 4 |
Citigroup
New York
|
-$355K |
| 5 |
LPL Financial
San Diego,
California
|
-$282K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Lazard Asset Management
New York
| $5K | – | – | – |
|
152
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | – | – | – |
|
|
QCG
153
Quadrant Capital Group
Cincinnati,
Ohio
| $1K | – | – | – |
|
|
MFIMFI
154
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
| – | -$364K | -6,471 | Closed |
|
|
155
LPL Financial
San Diego,
California
| – | -$282K | -5,059 | Closed |
|
156
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$237K | -4,210 | Closed |
|
|
CAL
157
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$113K | -2,000 | Closed |
|
|
IA
158
IFP Advisors
Tampa,
Florida
| – | -$84K | -1,088 | Closed |
|
|
CG
159
Cutler Group
San Francisco,
California
| – | -$49.3K | -893 | Closed |
|
UHT Hedge Fund Activity: Q2 2016 in Review
153 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2016, worth a combined $418M — up 9.7% from $381M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UHT positions and 6 closed out — a net gain of 9 holders — while 52 added to existing stakes and 42 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $2.64M. The largest seller was Panagora Asset Management, cutting an estimated $530K.
- 153 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2016, up from 146 in Q1 2016.
- Funds reported $418M of Universal Health Realty Income Trust stock for Q2 2016, up 9.7% quarter-over-quarter.
- 15 funds opened new Universal Health Realty Income Trust positions in Q2 2016 and 6 closed out, a net change of +9 holders.
- The largest Universal Health Realty Income Trust buyer in Q2 2016 was Bank of New York Mellon, an estimated $2.64M added.
- The largest Universal Health Realty Income Trust seller in Q2 2016 was Panagora Asset Management, an estimated $530K sold.
Based on aggregated 13F filings for Q2 2016.