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UHT

Universal Health Realty Income Trust
UHT

133 hedge funds and large institutions have $248M invested in Universal Health Realty Income Trust in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 48 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 132 → 133 (+1)

4% less capital invested

Capital invested by funds: $259M → $248M (-$10.9M)

2.34% less ownership

Funds ownership: 51.21% → 48.88% (-2.3%)

29% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 48

Holders
133
Holders Change
+1
Holders Change %
+0.76%
% of All Funds
3.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
34
Reduced
48
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.56M
2
Barclays
Barclays
United Kingdom
+$1.29M
3
BFA
BlackRock Fund Advisors
California
+$1.16M
4
Morgan Stanley
Morgan Stanley
New York
+$1.08M
5
Two Sigma Investments
Two Sigma Investments
New York
+$788K

Top Sellers

Rank Fund Capital Flow
1
TCIM
TIAA CREF Investment Management
New York
-$8.07M
2
TA
Teachers Advisors
New York
-$7.67M
3
PIM
Perkins Investment Management
Illinois
-$1.04M
4
WT
Whittier Trust
California
-$830K
5
Bank of America
Bank of America
North Carolina
-$541K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$65.6M +$1.56M +36,956 +2%
BFA
2
BlackRock Fund Advisors
California
$23.8M +$1.16M +27,446 +5%
BIT
3
BlackRock Institutional Trust
California
$20M -$414K -9,800 -2%
ACM
4
Atlanta Capital Management
Georgia
$14.5M +$464K +10,976 +3%
Northern Trust
5
Northern Trust
Illinois
$11.3M -$55K -1,301 -0.5%
State Street
6
State Street
Massachusetts
$10.8M -$463K -10,958 -4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.41M +$278K +6,579 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$4.93M +$42.3K +1,000 +0.8%
Norges Bank
9
Norges Bank
Norway
$4.22M – – –
N
10
Nuveen
North Carolina
$4.06M -$175K -4,136 -4%
BG
11
BlackRock Group
United Kingdom
$3.1M +$139K +3,280 +4%
Barclays
12
Barclays
United Kingdom
$3.02M +$1.29M +30,459 +68%
Principal Financial Group
13
Principal Financial Group
Iowa
$2.97M +$196K +4,634 +7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$2.96M -$50.7K -1,200 -2%
Renaissance Technologies
15
Renaissance Technologies
New York
$2.72M -$338K -8,000 -11%
TCIM
16
TIAA CREF Investment Management
New York
$2.29M -$8.07M -190,828 -77%
Goldman Sachs
17
Goldman Sachs
New York
$2.27M -$160K -3,777 -6%
MAA
18
Managed Account Advisors
New Jersey
$2.18M -$138K -3,257 -6%
Bank of America
19
Bank of America
North Carolina
$2.14M -$541K -12,802 -19%
Ohio Public Employees Retirement System (OPERS)
20
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.11M +$39.2K +927 +2%
Charles Schwab
21
Charles Schwab
California
$2.08M +$85.9K +2,032 +4%
Ameriprise
22
Ameriprise
Minnesota
$2.07M +$69K +1,633 +3%
Invesco
23
Invesco
Georgia
$2.01M -$353K -8,362 -14%
TA
24
Teachers Advisors
New York
$1.99M -$7.67M -181,503 -79%
TC
25
TFS Capital
Pennsylvania
$1.9M +$237K +5,613 +13%
1
2 3 4 5

UHT Hedge Fund Activity: Q4 2013 in Review

133 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2013, worth a combined $248M — down 4.2% from $259M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UHT positions and 10 closed out — a net gain of 2 holders — while 34 added to existing stakes and 48 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.56M. The largest seller was TIAA CREF Investment Management, cutting an estimated $8.07M.

  • 133 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2013, up from 132 in Q3 2013.
  • Funds reported $248M of Universal Health Realty Income Trust stock for Q4 2013, down 4.2% quarter-over-quarter.
  • 12 funds opened new Universal Health Realty Income Trust positions in Q4 2013 and 10 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2013 was Vanguard Group, an estimated $1.56M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2013 was TIAA CREF Investment Management, an estimated $8.07M sold.

Based on aggregated 13F filings for Q4 2013.