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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $302M invested in Universal Health Realty Income Trust in 2015 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

10% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 10

2% more capital invested

Capital invested by funds: $296M → $302M (+$5.97M)

0.16% more ownership

Funds ownership: 49.06%49.22% (+0.16%)

0% more funds holding

Funds holding: 142142 (0)

45% less call options, than puts

Call options by funds: $103K | Put options by funds: $188K

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
3.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
51
Reduced
46
Closed
10
Calls
$103K
Puts
$188K
Net Calls
-$85K
Net Calls Change
-$243K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$91.1M +$1.19M +25,092 +1%
BFA
2
BlackRock Fund Advisors
California
$31.9M +$857K +18,010 +3%
BIT
3
BlackRock Institutional Trust
California
$22.5M +$202K +4,243 +0.9%
ACM
4
Atlanta Capital Management
Georgia
$17.8M -$3K -63 -0%
Northern Trust
5
Northern Trust
Illinois
$13.7M +$242K +5,091 +2%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$12.4M +$2.52M +53,052 +25%
Renaissance Technologies
7
Renaissance Technologies
New York
$8.68M +$1.66M +34,900 +23%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$7.15M +$243K +5,107 +3%
Invesco
9
Invesco
Georgia
$5.06M -$184K -3,858 -3%
Norges Bank
10
Norges Bank
Norway
$4.95M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.79M -$91.3K -1,918 -2%
Bank of America
12
Bank of America
North Carolina
$4.13M +$2.04M +42,799 +95%
Charles Schwab
13
Charles Schwab
California
$3.7M -$147K -3,092 -4%
Principal Financial Group
14
Principal Financial Group
Iowa
$3.63M -$176K -3,701 -5%
BG
15
BlackRock Group
United Kingdom
$3.2M +$66.4K +1,396 +2%
Ameriprise
16
Ameriprise
Minnesota
$2.78M -$311K -6,543 -10%
Morgan Stanley
17
Morgan Stanley
New York
$2.46M +$699K +14,693 +39%
GC
18
Guggenheim Capital
Illinois
$2.35M +$44.7K +940 +2%
TCIM
19
TIAA CREF Investment Management
New York
$2.21M -$266K -5,586 -11%
Goldman Sachs
20
Goldman Sachs
New York
$2.12M +$326K +6,847 +18%
Ohio Public Employees Retirement System (OPERS)
21
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.03M -$102K -2,149 -5%
Deutsche Bank
22
Deutsche Bank
Germany
$1.87M +$251K +5,279 +15%
Prudential Financial
23
Prudential Financial
New Jersey
$1.85M -$324K -6,800 -15%
BIM
24
BlackRock Investment Management
Delaware
$1.76M +$84.1K +1,768 +5%
CS
25
Credit Suisse
Switzerland
$1.56M +$125K +2,622 +9%

UHT Hedge Fund Activity: Q3 2015 in Review

142 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2015, worth a combined $302M — up 2% from $296M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new UHT positions and 10 closed out — a net gain of 1 holder — while 51 added to existing stakes and 46 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $2.52M. The largest seller was First Trust Advisors, cutting an estimated $1.8M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $302M of Universal Health Realty Income Trust stock for Q3 2015, up 2% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2015 and 10 closed out, a net change of +1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q3 2015 was Bank of New York Mellon, an estimated $2.52M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2015 was First Trust Advisors, an estimated $1.8M sold.

Based on aggregated 13F filings for Q3 2015.