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UHT

Universal Health Realty Income Trust

131 hedge funds and large institutions have $282M invested in Universal Health Realty Income Trust in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 37

6% more capital invested

Capital invested by funds: $267M → $282M (+$14.9M)

0.95% more ownership

Funds ownership: 49.31%50.26% (+0.95%)

2% less funds holding

Funds holding: 134131 (-3)

25% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 12

59% less call options, than puts

Call options by funds: $152K | Put options by funds: $373K

Holders
131
Holders Change
-3
Holders Change %
-2.24%
% of All Funds
3.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
46
Reduced
37
Closed
12
Calls
$152K
Puts
$373K
Net Calls
-$221K
Net Calls Change
-$221K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$76.1M +$2.28M +53,153 +3%
BFA
2
BlackRock Fund Advisors
California
$27.4M +$1.66M +38,796 +7%
BIT
3
BlackRock Institutional Trust
California
$21.8M +$178K +4,146 +0.8%
ACM
4
Atlanta Capital Management
Georgia
$18.7M -$390K -9,101 -2%
State Street
5
State Street
Massachusetts
$12.1M +$129K +3,006 +1%
Northern Trust
6
Northern Trust
Illinois
$10.8M -$875K -20,388 -8%
Norges Bank
7
Norges Bank
Norway
$9.16M +$4.52M +105,357 +100%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$8.27M +$80.9K +1,887 +1%
N
9
Nuveen
North Carolina
$6.99M +$752K +17,523 +12%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$5.53M +$141K +3,287 +3%
Invesco
11
Invesco
Georgia
$4.14M +$623K +14,519 +18%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.68M +$155K +3,604 +4%
Principal Financial Group
13
Principal Financial Group
Iowa
$3.42M +$29.6K +689 +0.9%
BG
14
BlackRock Group
United Kingdom
$2.96M -$585K -13,627 -17%
Ohio Public Employees Retirement System (OPERS)
15
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.52M -$42.5K -990 -2%
MAA
16
Managed Account Advisors
New Jersey
$2.51M -$130K -3,022 -5%
TCIM
17
TIAA CREF Investment Management
New York
$2.49M +$32.8K +765 +1%
Charles Schwab
18
Charles Schwab
California
$2.46M -$98.5K -2,296 -4%
Ameriprise
19
Ameriprise
Minnesota
$2.46M +$143K +3,322 +6%
Bank of America
20
Bank of America
North Carolina
$2.19M +$123K +2,878 +6%
Barclays
21
Barclays
United Kingdom
$2.18M -$832K -19,400 -28%
Wells Fargo
22
Wells Fargo
California
$2.01M +$313K +7,303 +19%
TA
23
Teachers Advisors
New York
$2.01M -$96.5K -2,249 -5%
Prudential Financial
24
Prudential Financial
New Jersey
$1.91M +$32.3K +754 +2%
Asset Management One
25
Asset Management One
Japan
$1.79M -$114K -2,648 -6%

UHT Hedge Fund Activity: Q2 2014 in Review

131 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2014, worth a combined $282M — up 5.6% from $267M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of UHT and 9 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 46 added.

The largest buyer was Norges Bank, adding an estimated $4.52M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $1.73M sold.

  • 131 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2014, down from 134 in Q1 2014.
  • Funds reported $282M of Universal Health Realty Income Trust stock for Q2 2014, up 5.6% quarter-over-quarter.
  • 9 funds opened new Universal Health Realty Income Trust positions in Q2 2014 and 12 closed out, a net change of -3 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2014 was Norges Bank, an estimated $4.52M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2014 was Renaissance Technologies, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2014.