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UHT

Universal Health Realty Income Trust

149 hedge funds and large institutions have $468M invested in Universal Health Realty Income Trust in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 58 increasing their positions, 45 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $152K | Put options by funds: $69K

29% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 45

12% more capital invested

Capital invested by funds: $418M → $468M (+$50.3M)

0.23% more ownership

Funds ownership: 54.87%55.1% (+0.23%)

3% less funds holding

Funds holding: 153149 (-4)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
3.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
58
Reduced
45
Closed
13
Calls
$152K
Puts
$69K
Net Calls
+$83K
Net Calls Change
+$876K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$130M +$1.35M +22,409 +1%
BFA
2
BlackRock Fund Advisors
California
$45M +$2.5M +41,429 +6%
BIT
3
BlackRock Institutional Trust
California
$29M -$961K -15,925 -3%
State Street
4
State Street
Massachusetts
$28.5M +$1.17M +19,346 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$23.5M +$1.46M +24,204 +7%
ACM
6
Atlanta Capital Management
Georgia
$23.2M -$855K -14,170 -4%
Northern Trust
7
Northern Trust
Illinois
$19.5M +$92.8K +1,538 +0.5%
Renaissance Technologies
8
Renaissance Technologies
New York
$19M +$2.29M +38,000 +14%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$9.94M +$77.2K +1,280 +0.8%
N
10
Nuveen
North Carolina
$9.31M -$60.8K -1,007 -0.7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.14M +$1.36M +22,487 +21%
Norges Bank
12
Norges Bank
Norway
$7.98M
Invesco
13
Invesco
Georgia
$7.24M +$2.04M +33,836 +42%
Charles Schwab
14
Charles Schwab
California
$6.64M +$375K +6,219 +6%
Principal Financial Group
15
Principal Financial Group
Iowa
$5.7M +$251K +4,162 +5%
BG
16
BlackRock Group
United Kingdom
$4.5M +$262K +4,350 +6%
Bank of America
17
Bank of America
North Carolina
$4.08M -$155K -2,572 -4%
Ameriprise
18
Ameriprise
Minnesota
$3.98M +$161K +2,670 +4%
Morgan Stanley
19
Morgan Stanley
New York
$3.16M -$336K -5,561 -10%
ProShare Advisors
20
ProShare Advisors
Maryland
$3.14M +$931K +15,425 +45%
CS
21
Credit Suisse
Switzerland
$2.96M +$257K +4,253 +10%
Legal & General Group
22
Legal & General Group
United Kingdom
$2.61M +$762K +12,636 +44%
BIM
23
BlackRock Investment Management
Delaware
$2.46M +$105K +1,740 +5%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.4M +$12.2K +202 +0.5%
Deutsche Bank
25
Deutsche Bank
Germany
$2.19M +$173K +2,874 +9%

UHT Hedge Fund Activity: Q3 2016 in Review

149 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2016, worth a combined $468M — up 12% from $418M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of UHT and 11 opened new positions — a net loss of 2 holders — while 45 trimmed existing stakes and 58 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $2.5M. The largest seller was Brant Point Investment Management, exiting entirely with an estimated $1.73M sold.

  • 149 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2016, down from 153 in Q2 2016.
  • Funds reported $468M of Universal Health Realty Income Trust stock for Q3 2016, up 12% quarter-over-quarter.
  • 11 funds opened new Universal Health Realty Income Trust positions in Q3 2016 and 13 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $2.5M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2016 was Brant Point Investment Management, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2016.