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UHT

Universal Health Realty Income Trust

152 hedge funds and large institutions have $658M invested in Universal Health Realty Income Trust in 2017 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 46 increasing their positions, 41 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

34% more call options, than puts

Call options by funds: $323K | Put options by funds: $241K

12% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 41

4% more funds holding

Funds holding: 146152 (+6)

3% more capital invested

Capital invested by funds: $641M → $658M (+$16.6M)

0.14% more ownership

Funds ownership: 62.44%62.58% (+0.14%)

Holders
152
Holders Change
+6
Holders Change %
+4.11%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
46
Reduced
41
Closed
13
Calls
$323K
Puts
$241K
Net Calls
+$82K
Net Calls Change
+$182K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$168M +$3.04M +40,642 +2%
BlackRock
2
BlackRock
New York
$148M +$4.96M +66,268 +3%
State Street
3
State Street
Massachusetts
$39.2M +$1.11M +14,869 +3%
Renaissance Technologies
4
Renaissance Technologies
New York
$38.6M +$1.65M +22,000 +4%
ACM
5
Atlanta Capital Management
Georgia
$22.1M -$1.31M -17,432 -6%
Northern Trust
6
Northern Trust
Illinois
$20M +$117K +1,567 +0.6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$17.6M -$1.07M -14,250 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$14M +$453K +6,047 +3%
Macquarie Group
9
Macquarie Group
Australia
$12.9M
Norges Bank
10
Norges Bank
Norway
$12.2M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$12M +$160K +2,133 +1%
Invesco
12
Invesco
Georgia
$11.8M +$2.04M +27,163 +21%
Charles Schwab
13
Charles Schwab
California
$10.5M +$495K +6,603 +5%
ProShare Advisors
14
ProShare Advisors
Maryland
$8.3M +$935K +12,477 +13%
Principal Financial Group
15
Principal Financial Group
Iowa
$7.73M +$645K +8,603 +9%
Bank of America
16
Bank of America
North Carolina
$7.62M -$2.47M -32,967 -25%
Ameriprise
17
Ameriprise
Minnesota
$5.42M -$20.8K -277 -0.4%
Morgan Stanley
18
Morgan Stanley
New York
$4.8M +$460K +6,144 +11%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$4.31M +$11.7K +156 +0.3%
Legal & General Group
20
Legal & General Group
United Kingdom
$4.18M +$89.9K +1,200 +2%
Wells Fargo
21
Wells Fargo
California
$3.81M +$310K +4,133 +9%
Goldman Sachs
22
Goldman Sachs
New York
$3.26M +$1.11M +14,784 +52%
Deutsche Bank
23
Deutsche Bank
Germany
$3.08M +$1.03M +13,699 +50%
Ohio Public Employees Retirement System (OPERS)
24
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.96M +$26.7K +356 +0.9%
PPA
25
Parametric Portfolio Associates
Washington
$2.63M +$77.9K +1,040 +3%

UHT Hedge Fund Activity: Q4 2017 in Review

152 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Universal Health Realty Income Trust (UHT) for Q4 2017, worth a combined $658M — up 2.6% from $641M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UHT positions and 13 closed out — a net gain of 7 holders — while 46 added to existing stakes and 41 trimmed.

The largest buyer was BlackRock, adding an estimated $4.96M. The largest seller was Nationwide Fund Advisors, exiting entirely with an estimated $3.27M sold.

  • 152 institutional investors held Universal Health Realty Income Trust (UHT) as of Q4 2017, up from 146 in Q3 2017.
  • Funds reported $658M of Universal Health Realty Income Trust stock for Q4 2017, up 2.6% quarter-over-quarter.
  • 20 funds opened new Universal Health Realty Income Trust positions in Q4 2017 and 13 closed out, a net change of +7 holders.
  • The largest Universal Health Realty Income Trust buyer in Q4 2017 was BlackRock, an estimated $4.96M added.
  • The largest Universal Health Realty Income Trust seller in Q4 2017 was Nationwide Fund Advisors, an estimated $3.27M sold.

Based on aggregated 13F filings for Q4 2017.