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UHT

Universal Health Realty Income Trust
UHT

146 hedge funds and large institutions have $381M invested in Universal Health Realty Income Trust in 2016 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 46 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

11% more capital invested

Capital invested by funds: $342M → $381M (+$38.7M)

3% more funds holding

Funds holding: 142 → 146 (+4)

9% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 46

0.42% more ownership

Funds ownership: 52.4% → 52.82% (+0.42%)

81% less call options, than puts

Call options by funds: $316K | Put options by funds: $1.67M

Holders
146
Holders Change
+4
Holders Change %
+2.82%
% of All Funds
3.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
46
Closed
8
Calls
$316K
Puts
$1.67M
Net Calls
-$1.35M
Net Calls Change
-$1.26M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$1.62M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.61M
3
N
Nuveen
North Carolina
+$1.27M
4
Invesco
Invesco
Georgia
+$1.15M
5
State Street
State Street
Massachusetts
+$755K

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$1.16M
2
Wells Fargo
Wells Fargo
California
-$836K
3
CS
Credit Suisse
Switzerland
-$559K
4
UBS AM
UBS AM
Illinois
-$547K
5
JP Morgan Chase
JP Morgan Chase
New York
-$485K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$113M +$692K +13,495 +0.7%
BFA
2
BlackRock Fund Advisors
California
$37.9M -$312K -6,098 -0.9%
BIT
3
BlackRock Institutional Trust
California
$26.9M -$54.9K -1,072 -0.2%
State Street
4
State Street
Massachusetts
$24.5M +$755K +14,726 +3%
ACM
5
Atlanta Capital Management
Georgia
$20.9M -$398K -7,765 -2%
Northern Trust
6
Northern Trust
Illinois
$17.2M +$163K +3,173 +1%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$17M +$1.61M +31,454 +12%
Renaissance Technologies
8
Renaissance Technologies
New York
$13.9M +$1.62M +31,600 +15%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.7M +$32.3K +631 +0.4%
Norges Bank
10
Norges Bank
Norway
$5.95M – – –
Charles Schwab
11
Charles Schwab
California
$4.78M +$111K +2,168 +3%
Principal Financial Group
12
Principal Financial Group
Iowa
$4.72M +$154K +3,014 +4%
Bank of America
13
Bank of America
North Carolina
$3.98M -$483K -9,417 -12%
BG
14
BlackRock Group
United Kingdom
$3.84M – – –
Invesco
15
Invesco
Georgia
$3.84M +$1.15M +22,465 +49%
Ameriprise
16
Ameriprise
Minnesota
$3.29M +$1.84K +36 +0.1%
Morgan Stanley
17
Morgan Stanley
New York
$3.19M +$32.7K +639 +1%
TCIM
18
TIAA CREF Investment Management
New York
$2.18M -$118K -2,304 -6%
Ohio Public Employees Retirement System (OPERS)
19
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.16M -$194K -3,791 -9%
BIM
20
BlackRock Investment Management
Delaware
$2.1M -$11.1K -217 -0.6%
CC
21
Cannell & Co
New York
$1.8M – – –
Prudential Financial
22
Prudential Financial
New Jersey
$1.78M -$202K -3,940 -11%
CS
23
Credit Suisse
Switzerland
$1.74M -$559K -10,904 -26%
Deutsche Bank
24
Deutsche Bank
Germany
$1.64M -$335K -6,545 -18%
New York State Teachers Retirement System (NYSTRS)
25
New York State Teachers Retirement System (NYSTRS)
New York
$1.61M – – –
1
2 3 4 5

UHT Hedge Fund Activity: Q1 2016 in Review

146 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q1 2016, worth a combined $381M — up 11% from $342M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UHT positions and 8 closed out — a net gain of 6 holders — while 50 added to existing stakes and 46 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.62M. The largest seller was Goldman Sachs, cutting an estimated $1.16M.

  • 146 institutional investors held Universal Health Realty Income Trust (UHT) as of Q1 2016, up from 142 in Q4 2015.
  • Funds reported $381M of Universal Health Realty Income Trust stock for Q1 2016, up 11% quarter-over-quarter.
  • 14 funds opened new Universal Health Realty Income Trust positions in Q1 2016 and 8 closed out, a net change of +6 holders.
  • The largest Universal Health Realty Income Trust buyer in Q1 2016 was Renaissance Technologies, an estimated $1.62M added.
  • The largest Universal Health Realty Income Trust seller in Q1 2016 was Goldman Sachs, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2016.