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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.46M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$5.08M |
| 3 |
Renaissance Technologies
New York
|
+$3.46M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.78M |
| 5 |
NFA
Nationwide Fund Advisors
Columbus,
Ohio
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.22M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.22M |
| 3 |
Two Sigma Investments
New York
|
-$1.03M |
| 4 |
Bank of New York Mellon
New York
|
-$883K |
| 5 |
ACM
Atlanta Capital Management
Atlanta,
Georgia
|
-$727K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
LPL Financial
San Diego,
California
| – | -$427K | -5,372 | Closed |
|
|
AAM
152
Advisors Asset Management
Monument,
Colorado
| – | -$228K | -2,866 | Closed |
|
|
CAI
153
Capital Advisors Inc
Tulsa,
Oklahoma
| – | -$210K | -2,645 | Closed |
|
|
V
154
Veritable
Wilmington,
Delaware
| – | -$210K | -2,640 | Closed |
|
|
GH
155
GAM Holding
Zurich,
Switzerland
| – | -$82K | -1,031 | Closed |
|
|
DADC
156
D.A. Davidson & Co
Great Falls,
Montana
| – | -$43K | -543 | Closed |
|
|
NA
157
NewEdge Advisors
New Orleans,
Louisiana
| – | -$28.8K | -353 | Closed |
|
158
Lazard Asset Management
New York
| – | -$15K | -193 | Closed |
|
|
AC
159
Alexandria Capital
Arlington,
Virginia
| – | -$9K | -110 | Closed |
|
|
MAM
160
Meeder Asset Management
Dublin,
Ohio
| – | -$3K | -42 | Closed |
|
|
VCM
161
Versant Capital Management
Phoenix,
Arizona
| – | -$1.93K | -25 | Closed |
|
162
AssetMark Inc
Concord,
California
| – | +$308 | +4 | New |
|
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.