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UHT

Universal Health Realty Income Trust

153 hedge funds and large institutions have $418M invested in Universal Health Realty Income Trust in 2016 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 52 increasing their positions, 42 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

24% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 42

10% more capital invested

Capital invested by funds: $381M → $418M (+$37.1M)

5% more funds holding

Funds holding: 146153 (+7)

2.05% more ownership

Funds ownership: 52.82%54.87% (+2%)

83% less call options, than puts

Call options by funds: $168K | Put options by funds: $961K

Holders
153
Holders Change
+7
Holders Change %
+4.79%
% of All Funds
4.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
52
Reduced
42
Closed
6
Calls
$168K
Puts
$961K
Net Calls
-$793K
Net Calls Change
+$556K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$117M +$1.62M +29,431 +1%
BFA
2
BlackRock Fund Advisors
California
$38.4M -$32.5K -589 -0.1%
BIT
3
BlackRock Institutional Trust
California
$27.2M -$91.7K -1,662 -0.3%
State Street
4
State Street
Massachusetts
$24.7M -$192K -3,484 -0.8%
ACM
5
Atlanta Capital Management
Georgia
$21.8M +$622K +11,272 +3%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$20M +$2.64M +47,770 +16%
Northern Trust
7
Northern Trust
Illinois
$17.6M +$155K +2,806 +0.9%
Renaissance Technologies
8
Renaissance Technologies
New York
$15M +$844K +15,300 +6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$8.95M +$104K +1,886 +1%
N
10
Nuveen
North Carolina
$8.51M +$243K +4,402 +3%
Norges Bank
11
Norges Bank
Norway
$7.58M +$1.48M +26,800 +25%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$6.1M -$248K -4,486 -4%
Charles Schwab
13
Charles Schwab
California
$5.67M +$780K +14,136 +17%
Principal Financial Group
14
Principal Financial Group
Iowa
$4.93M +$128K +2,315 +3%
Invesco
15
Invesco
Georgia
$4.64M +$709K +12,853 +19%
Bank of America
16
Bank of America
North Carolina
$3.85M -$187K -3,380 -5%
BG
17
BlackRock Group
United Kingdom
$3.83M -$68.8K -1,247 -2%
Ameriprise
18
Ameriprise
Minnesota
$3.45M +$106K +1,919 +3%
Morgan Stanley
19
Morgan Stanley
New York
$3.19M -$46.8K -848 -1%
CS
20
Credit Suisse
Switzerland
$2.44M +$646K +11,710 +38%
TCIM
21
TIAA CREF Investment Management
New York
$2.21M -$11.5K -209 -0.5%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.17M -$27.4K -496 -1%
BIM
23
BlackRock Investment Management
Delaware
$2.13M
ProShare Advisors
24
ProShare Advisors
Maryland
$1.97M +$1.15M +20,787 +153%
CC
25
Cannell & Co
New York
$1.83M

UHT Hedge Fund Activity: Q2 2016 in Review

153 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2016, worth a combined $418M — up 9.7% from $381M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UHT positions and 6 closed out — a net gain of 9 holders — while 52 added to existing stakes and 42 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $2.64M. The largest seller was Panagora Asset Management, cutting an estimated $530K.

  • 153 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2016, up from 146 in Q1 2016.
  • Funds reported $418M of Universal Health Realty Income Trust stock for Q2 2016, up 9.7% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q2 2016 and 6 closed out, a net change of +9 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2016 was Bank of New York Mellon, an estimated $2.64M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2016 was Panagora Asset Management, an estimated $530K sold.

Based on aggregated 13F filings for Q2 2016.