We are live on ! Find out more
UHT

Universal Health Realty Income Trust

149 hedge funds and large institutions have $653M invested in Universal Health Realty Income Trust in 2017 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $732K

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

30% more capital invested

Capital invested by funds: $501M → $653M (+$152M)

26% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 39

3.3% more ownership

Funds ownership: 57.11%60.41% (+3.3%)

3% more funds holding

Funds holding: 145149 (+4)

Holders
149
Holders Change
+4
Holders Change %
+2.76%
% of All Funds
3.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
49
Reduced
39
Closed
12
Calls
$2.48M
Puts
$732K
Net Calls
+$1.75M
Net Calls Change
+$1.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$177M +$3.65M +50,603 +2%
BlackRock
2
BlackRock
New York
$144M +$35.4M +490,674 +37%
State Street
3
State Street
Massachusetts
$40.3M +$549K +7,615 +2%
Renaissance Technologies
4
Renaissance Technologies
New York
$35.6M +$4.36M +60,500 +16%
ACM
5
Atlanta Capital Management
Georgia
$25.5M -$900K -12,489 -4%
Northern Trust
6
Northern Trust
Illinois
$21.1M +$416K +5,774 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$20.6M -$2.33M -32,305 -11%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$13.9M +$493K +6,842 +4%
Norges Bank
9
Norges Bank
Norway
$12.9M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$12.8M -$3.32K -46 -0%
Invesco
11
Invesco
Georgia
$10.4M -$1.44M -20,006 -13%
Charles Schwab
12
Charles Schwab
California
$10.1M +$629K +8,726 +7%
ProShare Advisors
13
ProShare Advisors
Maryland
$7.9M -$828K -11,487 -10%
Principal Financial Group
14
Principal Financial Group
Iowa
$7.79M +$207K +2,868 +3%
Bank of America
15
Bank of America
North Carolina
$5.45M -$1.03M -14,232 -17%
Ameriprise
16
Ameriprise
Minnesota
$5.35M +$22.2K +308 +0.5%
Legal & General Group
17
Legal & General Group
United Kingdom
$4.33M +$296K +4,099 +8%
Morgan Stanley
18
Morgan Stanley
New York
$4.06M -$2.72M -37,735 -42%
Wells Fargo
19
Wells Fargo
California
$3.18M +$720K +9,989 +33%
Ohio Public Employees Retirement System (OPERS)
20
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.09M -$9.73K -135 -0.3%
PPA
21
Parametric Portfolio Associates
Washington
$2.89M +$173K +2,398 +7%
TCIM
22
TIAA CREF Investment Management
New York
$2.73M +$47.8K +663 +2%
CS
23
Credit Suisse
Switzerland
$2.66M -$1.23M -17,018 -34%
MAM
24
Martingale Asset Management
Massachusetts
$2.4M +$353K +4,900 +19%
CC
25
Cannell & Co
New York
$2.31M

UHT Hedge Fund Activity: Q2 2017 in Review

149 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q2 2017, worth a combined $653M — up 30% from $501M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UHT positions and 12 closed out — a net gain of 5 holders — while 49 added to existing stakes and 39 trimmed.

The largest buyer was BlackRock, adding an estimated $35.4M. The largest seller was Nuveen, exiting entirely with an estimated $3.68M sold.

  • 149 institutional investors held Universal Health Realty Income Trust (UHT) as of Q2 2017, up from 145 in Q1 2017.
  • Funds reported $653M of Universal Health Realty Income Trust stock for Q2 2017, up 30% quarter-over-quarter.
  • 17 funds opened new Universal Health Realty Income Trust positions in Q2 2017 and 12 closed out, a net change of +5 holders.
  • The largest Universal Health Realty Income Trust buyer in Q2 2017 was BlackRock, an estimated $35.4M added.
  • The largest Universal Health Realty Income Trust seller in Q2 2017 was Nuveen, an estimated $3.68M sold.

Based on aggregated 13F filings for Q2 2017.