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UHT

Universal Health Realty Income Trust

146 hedge funds and large institutions have $641M invested in Universal Health Realty Income Trust in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.03% more ownership

Funds ownership: 60.41%62.44% (+2%)

5% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 44

2% less capital invested

Capital invested by funds: $653M → $641M (-$12M)

2% less funds holding

Funds holding: 149146 (-3)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less call options, than puts

Call options by funds: $713K | Put options by funds: $813K

Holders
146
Holders Change
-3
Holders Change %
-2.01%
% of All Funds
3.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
46
Reduced
44
Closed
17
Calls
$713K
Puts
$813K
Net Calls
-$100K
Net Calls Change
-$1.85M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$166M -$2.22M -28,808 -1%
BlackRock
2
BlackRock
New York
$144M +$7.46M +96,793 +5%
State Street
3
State Street
Massachusetts
$38.2M -$16.4K -213 -0%
Renaissance Technologies
4
Renaissance Technologies
New York
$37.1M +$3.46M +44,900 +10%
ACM
5
Atlanta Capital Management
Georgia
$23.5M -$727K -9,434 -3%
Northern Trust
6
Northern Trust
Illinois
$20M -$32.9K -427 -0.2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$18.7M -$883K -11,449 -4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$13.6M +$383K +4,965 +3%
Norges Bank
9
Norges Bank
Norway
$12.2M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$11.9M -$246K -3,189 -2%
Bank of America
11
Bank of America
North Carolina
$10.1M +$5.08M +65,935 +96%
Charles Schwab
12
Charles Schwab
California
$10M +$436K +5,661 +4%
Invesco
13
Invesco
Georgia
$9.82M -$19.6K -254 -0.2%
ProShare Advisors
14
ProShare Advisors
Maryland
$7.41M -$94.9K -1,231 -1%
Principal Financial Group
15
Principal Financial Group
Iowa
$7.12M -$278K -3,611 -4%
Ameriprise
16
Ameriprise
Minnesota
$5.46M +$393K +5,100 +8%
Morgan Stanley
17
Morgan Stanley
New York
$4.37M +$521K +6,763 +13%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$4.32M +$2.78M +36,123 +171%
Legal & General Group
19
Legal & General Group
United Kingdom
$4.11M -$2.31K -30 -0.1%
Wells Fargo
20
Wells Fargo
California
$3.51M +$504K +6,538 +16%
NFA
21
Nationwide Fund Advisors
Ohio
$3.27M +$2.71M +35,201 +437%
Ohio Public Employees Retirement System (OPERS)
22
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.95M +$23.5K +305 +0.8%
CS
23
Credit Suisse
Switzerland
$2.75M +$228K +2,961 +9%
PPA
24
Parametric Portfolio Associates
Washington
$2.57M -$177K -2,299 -6%
TCIM
25
TIAA CREF Investment Management
New York
$2.52M -$67.7K -878 -3%

UHT Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q3 2017, worth a combined $641M — down 1.8% from $653M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of UHT and 15 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 46 added.

The largest buyer was BlackRock, adding an estimated $7.46M. The largest seller was Vanguard Group, cutting an estimated $2.22M.

  • 146 institutional investors held Universal Health Realty Income Trust (UHT) as of Q3 2017, down from 149 in Q2 2017.
  • Funds reported $641M of Universal Health Realty Income Trust stock for Q3 2017, down 1.8% quarter-over-quarter.
  • 15 funds opened new Universal Health Realty Income Trust positions in Q3 2017 and 17 closed out, a net change of -2 holders.
  • The largest Universal Health Realty Income Trust buyer in Q3 2017 was BlackRock, an estimated $7.46M added.
  • The largest Universal Health Realty Income Trust seller in Q3 2017 was Vanguard Group, an estimated $2.22M sold.

Based on aggregated 13F filings for Q3 2017.