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UHT

Universal Health Realty Income Trust

134 hedge funds and large institutions have $267M invested in Universal Health Realty Income Trust in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

8% more capital invested

Capital invested by funds: $248M → $267M (+$19.1M)

1% more funds holding

Funds holding: 133134 (+1)

0.44% more ownership

Funds ownership: 48.88%49.31% (+0.44%)

19% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 47

Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
38
Reduced
47
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$71.6M +$2.48M +58,992 +4%
BFA
2
BlackRock Fund Advisors
California
$25M -$53.5K -1,275 -0.2%
BIT
3
BlackRock Institutional Trust
California
$21M -$99.5K -2,371 -0.5%
ACM
4
Atlanta Capital Management
Georgia
$18.5M +$3.21M +76,547 +21%
State Street
5
State Street
Massachusetts
$11.6M +$261K +6,230 +2%
Northern Trust
6
Northern Trust
Illinois
$11.4M -$559K -13,329 -5%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.95M +$137K +3,269 +2%
N
8
Nuveen
North Carolina
$6.05M +$1.76M +42,005 +41%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$5.24M +$40.9K +974 +0.8%
Norges Bank
10
Norges Bank
Norway
$4.45M
BG
11
BlackRock Group
United Kingdom
$3.45M +$183K +4,368 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.42M +$295K +7,023 +9%
Invesco
13
Invesco
Georgia
$3.41M +$1.28M +30,537 +61%
Principal Financial Group
14
Principal Financial Group
Iowa
$3.29M +$161K +3,827 +5%
Barclays
15
Barclays
United Kingdom
$2.95M -$225K -5,367 -7%
MAA
16
Managed Account Advisors
New Jersey
$2.57M +$263K +6,268 +11%
Ohio Public Employees Retirement System (OPERS)
17
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.49M +$265K +6,317 +12%
Charles Schwab
18
Charles Schwab
California
$2.49M +$292K +6,954 +13%
TCIM
19
TIAA CREF Investment Management
New York
$2.38M -$35.7K -850 -1%
Ameriprise
20
Ameriprise
Minnesota
$2.25M +$57.7K +1,376 +3%
TA
21
Teachers Advisors
New York
$2.05M -$47.8K -1,140 -2%
Bank of America
22
Bank of America
North Carolina
$2.01M -$251K -5,971 -11%
Prudential Financial
23
Prudential Financial
New Jersey
$1.83M +$29.4K +700 +2%
Asset Management One
24
Asset Management One
Japan
$1.82M -$25.5K -607 -1%
Renaissance Technologies
25
Renaissance Technologies
New York
$1.73M -$1.13M -26,869 -40%

UHT Hedge Fund Activity: Q1 2014 in Review

134 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2014, worth a combined $267M — up 7.7% from $248M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UHT positions and 7 closed out — a net gain of 2 holders — while 38 added to existing stakes and 47 trimmed.

The largest buyer was Atlanta Capital Management, adding an estimated $3.21M. The largest seller was TFS Capital, cutting an estimated $1.68M.

  • 134 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2014, up from 133 in Q4 2013.
  • Funds reported $267M of Universal Health Realty Income Trust stock for Q1 2014, up 7.7% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q1 2014 and 7 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2014 was Atlanta Capital Management, an estimated $3.21M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2014 was TFS Capital, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2014.