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UHT

Universal Health Realty Income Trust

142 hedge funds and large institutions have $342M invested in Universal Health Realty Income Trust in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

13% more capital invested

Capital invested by funds: $302M → $342M (+$40.2M)

3.18% more ownership

Funds ownership: 49.22%52.4% (+3.2%)

0% more funds holding

Funds holding: 142142 (0)

42% less call options, than puts

Call options by funds: $122K | Put options by funds: $210K

Holders
142
Holders Change
Holders Change %
0%
% of All Funds
3.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
51
Reduced
45
Closed
7
Calls
$122K
Puts
$210K
Net Calls
-$88K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$100M +$3.12M +62,448 +3%
BFA
2
BlackRock Fund Advisors
California
$34M +$12.5K +251 +0%
BIT
3
BlackRock Institutional Trust
California
$23.9M -$49.6K -993 -0.2%
State Street
4
State Street
Massachusetts
$21.1M +$21.1M +421,288 New
ACM
5
Atlanta Capital Management
Georgia
$18.9M -$58K -1,161 -0.3%
Northern Trust
6
Northern Trust
Illinois
$15.1M +$558K +11,159 +4%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$13.5M +$246K +4,914 +2%
Renaissance Technologies
8
Renaissance Technologies
New York
$10.8M +$1.55M +31,100 +17%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$7.7M +$78.3K +1,567 +1%
Norges Bank
10
Norges Bank
Norway
$5.29M +$20K +400 +0.4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5.18M +$76.9K +1,538 +2%
Charles Schwab
12
Charles Schwab
California
$4.14M +$201K +4,013 +5%
Principal Financial Group
13
Principal Financial Group
Iowa
$4.05M +$181K +3,627 +5%
Bank of America
14
Bank of America
North Carolina
$4.01M -$394K -7,879 -9%
BG
15
BlackRock Group
United Kingdom
$3.41M
Ameriprise
16
Ameriprise
Minnesota
$2.92M -$35.2K -704 -1%
Morgan Stanley
17
Morgan Stanley
New York
$2.8M +$179K +3,584 +7%
Invesco
18
Invesco
Georgia
$2.29M -$3.1M -62,054 -58%
Ohio Public Employees Retirement System (OPERS)
19
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.11M -$53.8K -1,076 -2%
CS
20
Credit Suisse
Switzerland
$2.1M +$437K +8,745 +26%
TCIM
21
TIAA CREF Investment Management
New York
$2.05M -$297K -5,952 -13%
Goldman Sachs
22
Goldman Sachs
New York
$2.04M -$213K -4,257 -9%
Wells Fargo
23
Wells Fargo
California
$2M +$874K +17,486 +78%
BIM
24
BlackRock Investment Management
Delaware
$1.88M
Deutsche Bank
25
Deutsche Bank
Germany
$1.78M -$203K -4,069 -10%

UHT Hedge Fund Activity: Q4 2015 in Review

142 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2015, worth a combined $342M — up 13% from $302M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new UHT positions and 7 closed out — a net gain of 1 holder — while 51 added to existing stakes and 45 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $21.1M. The largest seller was Invesco, cutting an estimated $3.1M.

  • 142 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2015, unchanged from Q3 2015.
  • Funds reported $342M of Universal Health Realty Income Trust stock for Q4 2015, up 13% quarter-over-quarter.
  • 8 funds opened new Universal Health Realty Income Trust positions in Q4 2015 and 7 closed out, a net change of +1 holder.
  • The largest Universal Health Realty Income Trust buyer in Q4 2015 was State Street, an estimated $21.1M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2015 was Invesco, an estimated $3.1M sold.

Based on aggregated 13F filings for Q4 2015.