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UHT

Universal Health Realty Income Trust
UHT

147 hedge funds and large institutions have $503M invested in Universal Health Realty Income Trust in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

486% more call options, than puts

Call options by funds: $539K | Put options by funds: $92K

34% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 38

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

7% more capital invested

Capital invested by funds: $468M → $503M (+$34.6M)

1.31% more ownership

Funds ownership: 55.1% → 56.41% (+1.3%)

1% less funds holding

Funds holding: 149 → 147 (-2)

Holders
147
Holders Change
-2
Holders Change %
-1.34%
% of All Funds
3.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
51
Reduced
38
Closed
15
Calls
$539K
Puts
$92K
Net Calls
+$447K
Net Calls Change
+$364K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$4.22M
2
ProShare Advisors
ProShare Advisors
Maryland
+$2.68M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.66M
4
Morgan Stanley
Morgan Stanley
New York
+$1.95M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.7M

Top Sellers

1
N
Nuveen
North Carolina
-$5.18M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$4.57M
3
Deutsche Bank
Deutsche Bank
Germany
-$1.2M
4
TIAAOA
Teachers Insurance & Annuity Association of America
New York
-$899K
5
WA
WealthTrust Axiom
Pennsylvania
-$577K
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$140M +$4.22M +70,283 +3%
BFA
2
BlackRock Fund Advisors
California
$46.8M – – –
State Street
3
State Street
Massachusetts
$31.2M +$1.41M +23,493 +5%
BIT
4
BlackRock Institutional Trust
California
$30.2M – – –
ACM
5
Atlanta Capital Management
Georgia
$23.9M -$169K -2,820 -0.8%
Renaissance Technologies
6
Renaissance Technologies
New York
$22.6M +$2.66M +44,300 +15%
Northern Trust
7
Northern Trust
Illinois
$20.3M -$39.4K -656 -0.2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$19.5M -$4.57M -76,010 -20%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$10.5M +$94.8K +1,578 +1%
Invesco
10
Invesco
Georgia
$9.35M +$1.66M +27,585 +24%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$8.78M +$288K +4,791 +4%
Norges Bank
12
Norges Bank
Norway
$8.69M – – –
Charles Schwab
13
Charles Schwab
California
$6.88M -$29.8K -496 -0.5%
ProShare Advisors
14
ProShare Advisors
Maryland
$6.19M +$2.68M +44,636 +90%
Principal Financial Group
15
Principal Financial Group
Iowa
$6.02M +$78K +1,298 +1%
Morgan Stanley
16
Morgan Stanley
New York
$5.42M +$1.95M +32,364 +64%
Bank of America
17
Bank of America
North Carolina
$4.64M +$360K +5,997 +9%
BG
18
BlackRock Group
United Kingdom
$4.63M -$47.1K -783 -1%
Ameriprise
19
Ameriprise
Minnesota
$4.24M +$90.8K +1,510 +2%
N
20
Nuveen
North Carolina
$4.04M -$5.18M -86,232 -58%
CS
21
Credit Suisse
Switzerland
$3.33M +$228K +3,797 +8%
Legal & General Group
22
Legal & General Group
United Kingdom
$3.21M +$451K +7,501 +18%
JP Morgan Chase
23
JP Morgan Chase
New York
$2.6M +$1.7M +28,222 +247%
Goldman Sachs
24
Goldman Sachs
New York
$2.57M +$1.37M +22,719 +138%
BIM
25
BlackRock Investment Management
Delaware
$2.54M -$15.1K -251 -0.6%
1
2 3 4 5

UHT Hedge Fund Activity: Q4 2016 in Review

147 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2016, worth a combined $503M — up 7.4% from $468M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 15 closed out — a net gain of 2 holders — while 51 added to existing stakes and 38 trimmed.

The largest buyer was Vanguard Group, adding an estimated $4.22M. The largest seller was Nuveen, cutting an estimated $5.18M.

  • 147 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2016, down from 149 in Q3 2016.
  • Funds reported $503M of Universal Health Realty Income Trust stock for Q4 2016, up 7.4% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q4 2016 and 15 closed out, a net change of +2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2016 was Vanguard Group, an estimated $4.22M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2016 was Nuveen, an estimated $5.18M sold.

Based on aggregated 13F filings for Q4 2016.