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UHT

Universal Health Realty Income Trust
UHT

140 hedge funds and large institutions have $316M invested in Universal Health Realty Income Trust in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 39 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

23% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 39

19% more capital invested

Capital invested by funds: $265M → $316M (+$51.1M)

9% more funds holding

Funds holding: 129 → 140 (+11)

1.6% more ownership

Funds ownership: 49.21% → 50.81% (+1.6%)

Holders
140
Holders Change
+11
Holders Change %
+8.53%
% of All Funds
3.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
48
Reduced
39
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$2.67M
2
GC
Guggenheim Capital
Illinois
+$1.34M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.08M
4
Morgan Stanley
Morgan Stanley
New York
+$999K
5
Northern Trust
Northern Trust
Illinois
+$912K

Top Sellers

1
N
Nuveen
North Carolina
-$1.46M
2
LJAC
L.J. Altfest & Co
New York
-$992K
3
ACM
Atlanta Capital Management
Georgia
-$801K
4
Deutsche Bank
Deutsche Bank
Germany
-$492K
5
IOOF
Independent Order of Foresters
Ontario, Canada
-$270K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$86.3M +$518K +10,985 +0.6%
BFA
2
BlackRock Fund Advisors
California
$31M +$840K +17,827 +3%
BIT
3
BlackRock Institutional Trust
California
$23.6M +$136K +2,892 +0.6%
ACM
4
Atlanta Capital Management
Georgia
$19.6M -$801K -16,992 -4%
Northern Trust
5
Northern Trust
Illinois
$13.3M +$912K +19,349 +8%
State Street
6
State Street
Massachusetts
$13.1M +$96.4K +2,044 +0.8%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$9.12M +$1.41K +30 +0%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.65M +$363K +7,692 +6%
N
9
Nuveen
North Carolina
$6.47M -$1.46M -31,019 -19%
Invesco
10
Invesco
Georgia
$5.71M +$459K +9,737 +9%
Norges Bank
11
Norges Bank
Norway
$5.07M – – –
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.67M +$129K +2,734 +3%
Principal Financial Group
13
Principal Financial Group
Iowa
$3.77M +$25K +531 +0.7%
Renaissance Technologies
14
Renaissance Technologies
New York
$3.63M +$2.67M +56,700 +302%
Charles Schwab
15
Charles Schwab
California
$3.27M +$624K +13,242 +24%
BG
16
BlackRock Group
United Kingdom
$3.19M -$70.7K -1,500 -2%
Ameriprise
17
Ameriprise
Minnesota
$2.82M +$10K +213 +0.4%
TCIM
18
TIAA CREF Investment Management
New York
$2.73M -$135K -2,873 -5%
Ohio Public Employees Retirement System (OPERS)
19
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.64M -$131K -2,783 -5%
MAA
20
Managed Account Advisors
New Jersey
$2.61M -$123K -2,600 -5%
Morgan Stanley
21
Morgan Stanley
New York
$2.52M +$999K +21,195 +68%
Wells Fargo
22
Wells Fargo
California
$2.34M +$38.9K +825 +2%
Prudential Financial
23
Prudential Financial
New Jersey
$2.21M +$164K +3,480 +8%
Bank of America
24
Bank of America
North Carolina
$2.16M +$83.3K +1,766 +4%
TA
25
Teachers Advisors
New York
$2.1M -$123K -2,602 -6%
1
2 3 4 5

UHT Hedge Fund Activity: Q4 2014 in Review

140 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2014, worth a combined $316M — up 19% from $265M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UHT positions and 8 closed out — a net gain of 13 holders — while 48 added to existing stakes and 39 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $2.67M. The largest seller was Nuveen, cutting an estimated $1.46M.

  • 140 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2014, up from 129 in Q3 2014.
  • Funds reported $316M of Universal Health Realty Income Trust stock for Q4 2014, up 19% quarter-over-quarter.
  • 21 funds opened new Universal Health Realty Income Trust positions in Q4 2014 and 8 closed out, a net change of +13 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2014 was Renaissance Technologies, an estimated $2.67M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2014 was Nuveen, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2014.