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UHT

Universal Health Realty Income Trust
UHT

132 hedge funds and large institutions have $259M invested in Universal Health Realty Income Trust in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 42 increasing their positions, 44 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.12% more ownership

Funds ownership: 49.09% → 51.21% (+2.1%)

3% less capital invested

Capital invested by funds: $268M → $259M (-$9.29M)

5% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 44

5% less funds holding

Funds holding: 139 → 132 (-7)

40% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 15

Holders
132
Holders Change
-7
Holders Change %
-5.04%
% of All Funds
4.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
42
Reduced
44
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TA
Teachers Advisors
New York
+$7.78M
2
TCIM
TIAA CREF Investment Management
New York
+$7.67M
3
TC
TFS Capital
Pennsylvania
+$1.14M
4
PIM
Perkins Investment Management
Illinois
+$1.05M
5
ACM
Atlanta Capital Management
Georgia
+$902K

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$2.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.69M
3
Ameriprise
Ameriprise
Minnesota
-$1.15M
4
N
Nuveen
North Carolina
-$959K
5
Millennium Management
Millennium Management
New York
-$694K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$67M +$557K +13,102 +0.8%
BFA
2
BlackRock Fund Advisors
California
$23.7M – – –
BIT
3
BlackRock Institutional Trust
California
$21.3M -$170K -4,012 -0.8%
ACM
4
Atlanta Capital Management
Georgia
$14.7M +$902K +21,234 +6%
Northern Trust
5
Northern Trust
Illinois
$11.9M -$3.87K -91 -0%
State Street
6
State Street
Massachusetts
$11.7M +$129K +3,036 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.47M +$272K +6,397 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$5.11M +$74.4K +1,750 +1%
N
9
Nuveen
North Carolina
$4.42M -$959K -22,569 -18%
Norges Bank
10
Norges Bank
Norway
$4.41M – – –
TCIM
11
TIAA CREF Investment Management
New York
$3.89M +$7.67M +180,480 +267%
TA
12
Teachers Advisors
New York
$3.43M +$7.78M +183,035 +381%
Renaissance Technologies
13
Renaissance Technologies
New York
$3.17M -$2.5M -58,943 -44%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$3.15M +$77.7K +1,828 +2%
BG
15
BlackRock Group
United Kingdom
$3.1M -$12.4K -293 -0.4%
Principal Financial Group
16
Principal Financial Group
Iowa
$2.91M -$157K -3,687 -5%
Bank of America
17
Bank of America
North Carolina
$2.77M +$692K +16,274 +33%
Goldman Sachs
18
Goldman Sachs
New York
$2.53M +$145K +3,422 +6%
Invesco
19
Invesco
Georgia
$2.45M -$392K -9,233 -14%
MAA
20
Managed Account Advisors
New Jersey
$2.42M +$11.3K +267 +0.5%
Ohio Public Employees Retirement System (OPERS)
21
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.17M +$454K +10,690 +26%
Charles Schwab
22
Charles Schwab
California
$2.12M +$257K +6,054 +14%
Ameriprise
23
Ameriprise
Minnesota
$2.1M -$1.15M -27,022 -35%
Asset Management One
24
Asset Management One
Japan
$1.99M -$167K -3,930 -8%
Barclays
25
Barclays
United Kingdom
$1.85M +$765K +17,992 +66%
1
2 3 4 5

UHT Hedge Fund Activity: Q3 2013 in Review

132 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2013, worth a combined $259M — down 3.5% from $268M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UHT and 9 opened new positions — a net loss of 6 holders — while 44 trimmed existing stakes and 42 added.

The largest buyer was Teachers Advisors, adding an estimated $7.78M. The largest seller was Renaissance Technologies, cutting an estimated $2.5M.

  • 132 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2013, down from 139 in Q2 2013.
  • Funds reported $259M of Universal Health Realty Income Trust stock for Q3 2013, down 3.5% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q3 2013 and 15 closed out, a net change of -6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2013 was Teachers Advisors, an estimated $7.78M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2013 was Renaissance Technologies, an estimated $2.5M sold.

Based on aggregated 13F filings for Q3 2013.