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UHT

Universal Health Realty Income Trust
UHT

149 hedge funds and large institutions have $653M invested in Universal Health Realty Income Trust in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $732K

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

30% more capital invested

Capital invested by funds: $501M → $653M (+$152M)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

3.3% more ownership

Funds ownership: 57.11% → 60.41% (+3.3%)

3% more funds holding

Funds holding: 145 → 149 (+4)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.71%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
49
Reduced
39
Closed
12
Calls
$2.48M
Puts
$732K
Net Calls
+$1.75M
Net Calls Change
+$1.46M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$35.4M
2
Renaissance Technologies
Renaissance Technologies
New York
+$4.36M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$3.65M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.14M
5
Barclays
Barclays
United Kingdom
+$765K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$3.68M
2
Morgan Stanley
Morgan Stanley
New York
-$2.72M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.33M
4
Invesco
Invesco
Georgia
-$1.44M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
151
Putnam Investments
Massachusetts
– -$372K -5,773 Closed
LNC
152
Lincoln National Corp
Pennsylvania
– -$306K -4,750 Closed
JG
153
Jefferies Group
New York
– -$232K -3,600 Closed
SPC
154
Sigma Planning Corp
Michigan
– -$223K -3,462 Closed
PAM
155
Panagora Asset Management
Massachusetts
– -$138K -2,145 Closed
AF
156
Allworth Financial
California
– -$41K -635 Closed
WA
157
WFG Advisors
Texas
– -$13K -208 Closed
SF
158
Synovus Financial
Georgia
– -$10K -150 Closed
WP
159
WealthPLAN Partners
Nebraska
– -$4.87K -75 Closed
3 4 5 6
7

UHT Hedge Fund Activity: Q2 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2017, worth a combined $653M — up 30% from $501M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 12 closed out — a net gain of 5 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $35.4M. The largest seller was Nuveen, exiting entirely with an estimated $3.68M sold.

  • 149 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2017, up from 145 in Q1 2017.
  • Funds reported $653M of Universal Health Realty Income Trust stock for Q2 2017, up 30% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q2 2017 and 12 closed out, a net change of +5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2017 was BlackRock, an estimated $35.4M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2017 was Nuveen, an estimated $3.68M sold.

Based on aggregated 13F filings for Q2 2017.