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UHT

Universal Health Realty Income Trust

146 hedge funds and large institutions have $381M invested in Universal Health Realty Income Trust in 2015 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 52 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

366% more call options, than puts

Call options by funds: $788K | Put options by funds: $169K

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

20% more capital invested

Capital invested by funds: $316M → $381M (+$64.6M)

13% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 46

4% more funds holding

Funds holding: 140146 (+6)

0.13% more ownership

Funds ownership: 50.81%50.95% (+0.13%)

Holders
146
Holders Change
+6
Holders Change %
+4.29%
% of All Funds
3.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
52
Reduced
46
Closed
8
Calls
$788K
Puts
$169K
Net Calls
+$619K
Net Calls Change
+$619K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$106M +$4.57M +87,330 +5%
BFA
2
BlackRock Fund Advisors
California
$36.2M -$47.9K -917 -0.1%
BIT
3
BlackRock Institutional Trust
California
$27.1M -$453K -8,665 -2%
ACM
4
Atlanta Capital Management
Georgia
$22.4M -$459K -8,773 -2%
Northern Trust
5
Northern Trust
Illinois
$16.2M +$614K +11,753 +4%
State Street
6
State Street
Massachusetts
$15.7M +$427K +8,172 +3%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$11M +$309K +5,904 +3%
TA
8
Teachers Advisors
New York
$7.9M +$5.06M +96,853 +222%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.88M +$99K +1,893 +1%
Renaissance Technologies
10
Renaissance Technologies
New York
$6.56M +$2.15M +41,200 +55%
Invesco
11
Invesco
Georgia
$6.56M -$106K -2,031 -2%
Norges Bank
12
Norges Bank
Norway
$5.93M
N
13
Nuveen
North Carolina
$5.91M -$1.54M -29,449 -22%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.83M +$346K +6,612 +7%
Principal Financial Group
15
Principal Financial Group
Iowa
$4.84M +$402K +7,683 +10%
Charles Schwab
16
Charles Schwab
California
$4.01M +$172K +3,292 +5%
Ameriprise
17
Ameriprise
Minnesota
$3.63M +$308K +5,888 +10%
BG
18
BlackRock Group
United Kingdom
$3.53M -$179K -3,422 -5%
TCIM
19
TIAA CREF Investment Management
New York
$3.11M -$66.7K -1,275 -2%
Ohio Public Employees Retirement System (OPERS)
20
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.08M -$7.53K -144 -0.3%
MAA
21
Managed Account Advisors
New Jersey
$2.9M -$142K -2,711 -5%
Prudential Financial
22
Prudential Financial
New Jersey
$2.85M +$248K +4,750 +10%
Morgan Stanley
23
Morgan Stanley
New York
$2.61M -$311K -5,942 -11%
Bank of America
24
Bank of America
North Carolina
$2.36M -$150K -2,871 -6%
BIM
25
BlackRock Investment Management
Delaware
$2.05M

UHT Hedge Fund Activity: Q1 2015 in Review

146 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2015, worth a combined $381M — up 20% from $316M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new UHT positions and 8 closed out — a net gain of 8 holders — while 52 added to existing stakes and 46 trimmed.

The largest buyer was Teachers Advisors, adding an estimated $5.06M. The largest seller was Nuveen, cutting an estimated $1.54M.

  • 146 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2015, up from 140 in Q4 2014.
  • Funds reported $381M of Universal Health Realty Income Trust stock for Q1 2015, up 20% quarter-over-quarter.
  • 16 funds opened new Universal Health Realty Income Trust positions in Q1 2015 and 8 closed out, a net change of +8 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2015 was Teachers Advisors, an estimated $5.06M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2015 was Nuveen, an estimated $1.54M sold.

Based on aggregated 13F filings for Q1 2015.