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UHT

Universal Health Realty Income Trust

129 hedge funds and large institutions have $265M invested in Universal Health Realty Income Trust in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $583K

1.05% less ownership

Funds ownership: 50.26%49.21% (-1%)

2% less funds holding

Funds holding: 131129 (-2)

6% less capital invested

Capital invested by funds: $282M → $265M (-$17.4M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

42% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 50

Holders
129
Holders Change
-2
Holders Change %
-1.53%
% of All Funds
3.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
50
Closed
10
Calls
$1.11M
Puts
$583K
Net Calls
+$530K
Net Calls Change
+$751K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$74.3M +$1.47M +33,826 +2%
BFA
2
BlackRock Fund Advisors
California
$26.1M -$149K -3,434 -0.5%
BIT
3
BlackRock Institutional Trust
California
$20.4M -$572K -13,205 -3%
ACM
4
Atlanta Capital Management
Georgia
$17.7M -$236K -5,446 -1%
State Street
5
State Street
Massachusetts
$11.2M -$390K -8,997 -3%
Northern Trust
6
Northern Trust
Illinois
$10.7M +$296K +6,836 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$7.9M -$25K -577 -0.3%
N
8
Nuveen
North Carolina
$6.9M +$200K +4,621 +3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$5.44M +$141K +3,256 +3%
Invesco
10
Invesco
Georgia
$4.54M +$591K +13,652 +14%
Norges Bank
11
Norges Bank
Norway
$4.39M -$4.56M -105,357 -50%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.93M +$421K +9,716 +11%
Principal Financial Group
13
Principal Financial Group
Iowa
$3.24M -$36.7K -847 -1%
BG
14
BlackRock Group
United Kingdom
$2.82M -$15.7K -362 -0.5%
TCIM
15
TIAA CREF Investment Management
New York
$2.48M +$99.3K +2,292 +4%
Ameriprise
16
Ameriprise
Minnesota
$2.44M +$85.2K +1,966 +3%
Ohio Public Employees Retirement System (OPERS)
17
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.4M -$18K -416 -0.7%
MAA
18
Managed Account Advisors
New Jersey
$2.37M -$37.1K -856 -1%
Charles Schwab
19
Charles Schwab
California
$2.28M -$78.6K -1,815 -3%
Wells Fargo
20
Wells Fargo
California
$1.99M +$67.4K +1,556 +3%
TA
21
Teachers Advisors
New York
$1.93M
Deutsche Bank
22
Deutsche Bank
Germany
$1.89M +$1.07M +24,651 +119%
Bank of America
23
Bank of America
North Carolina
$1.8M -$315K -7,271 -14%
Prudential Financial
24
Prudential Financial
New Jersey
$1.76M -$71.7K -1,654 -4%
Asset Management One
25
Asset Management One
Japan
$1.7M -$22.6K -521 -1%

UHT Hedge Fund Activity: Q3 2014 in Review

129 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2014, worth a combined $265M — down 6.2% from $282M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of UHT and 8 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 29 added.

The largest buyer was Vanguard Group, adding an estimated $1.47M. The largest seller was Norges Bank, cutting an estimated $4.56M.

  • 129 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2014, down from 131 in Q2 2014.
  • Funds reported $265M of Universal Health Realty Income Trust stock for Q3 2014, down 6.2% quarter-over-quarter.
  • 8 funds opened new Universal Health Realty Income Trust positions in Q3 2014 and 10 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2014 was Vanguard Group, an estimated $1.47M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2014 was Norges Bank, an estimated $4.56M sold.

Based on aggregated 13F filings for Q3 2014.