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CareTrust REIT

223 hedge funds and large institutions have $1.49B invested in CareTrust REIT in 2020 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 78 increasing their positions, 69 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,400% more call options, than puts

Call options by funds: $2.25M | Put options by funds: $18K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

14% more funds holding

Funds holding: 195223 (+28)

13% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 69

13% more capital invested

Capital invested by funds: $1.32B → $1.49B (+$170M)

2.81% less ownership

Funds ownership: 93.45%90.64% (-2.8%)

Holders
223
Holders Change
+28
Holders Change %
+14.36%
% of All Funds
4.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
48
Increased
78
Reduced
69
Closed
17
Calls
$2.25M
Puts
$18K
Net Calls
+$2.23M
Net Calls Change
-$1.43M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
76
ExodusPoint Capital Management
New York
$1.48M +$1.51M +86,339 New
New York State Common Retirement Fund
77
New York State Common Retirement Fund
New York
$1.47M
T. Rowe Price Associates
78
T. Rowe Price Associates
Maryland
$1.34M -$303K -17,343 -18%
TPSF
79
Texas Permanent School Fund
Texas
$1.3M -$100K -5,743 -7%
AIG
80
American International Group
New York
$1.28M +$33.3K +1,905 +3%
CSS
81
Cubist Systematic Strategies
Connecticut
$1.26M +$785K +44,981 +159%
AAMU
82
Amundi Asset Management US
Massachusetts
$1.23M +$397K +22,746 +47%
Nomura Asset Management
83
Nomura Asset Management
Japan
$1.22M +$55.9K +3,200 +5%
Citigroup
84
Citigroup
New York
$1.19M +$225K +12,869 +23%
Creative Planning
85
Creative Planning
Kansas
$1.16M +$8.85K +507 +0.8%
WAM
86
Wolverine Asset Management
Illinois
$1.14M +$811K +46,432 +232%
RJA
87
Raymond James & Associates
Florida
$1.14M -$156K -8,934 -12%
PAM
88
Panagora Asset Management
Massachusetts
$1.08M +$444K +25,436 +67%
VEA
89
Virtus ETF Advisers
New York
$1.03M -$350K -20,059 -25%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$1M -$166K -9,527 -14%
DCM
91
Dupont Capital Management
Delaware
$1M +$529K +30,272 +108%
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$976K -$67.7K -3,878 -6%
State of Tennessee, Department of Treasury
93
State of Tennessee, Department of Treasury
Tennessee
$973K -$77.1K -4,417 -7%
Man Group
94
Man Group
United Kingdom
$969K +$986K +56,489 New
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$950K -$2.99M -170,980 -75%
Bank of America
96
Bank of America
North Carolina
$930K +$201K +11,504 +27%
ACM
97
Argent Capital Management
Missouri
$907K -$325K -18,591 -26%
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$857K +$378K +21,632 +76%
MIH
99
Meitav Investment House
Israel
$834K +$177K +10,140 +26%
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$833K -$66.2K -3,789 -7%

CTRE Hedge Fund Activity: Q2 2020 in Review

223 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in CareTrust REIT (CTRE) for Q2 2020, worth a combined $1.49B — up 13% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CTRE positions and 17 closed out — a net gain of 31 holders — while 78 added to existing stakes and 69 trimmed.

The largest buyer was Credit Suisse, adding an estimated $17.4M. The largest seller was Fidelity Investments, cutting an estimated $46.8M.

  • 223 institutional investors held CareTrust REIT (CTRE) as of Q2 2020, up from 195 in Q1 2020.
  • Funds reported $1.49B of CareTrust REIT stock for Q2 2020, up 13% quarter-over-quarter.
  • 48 funds opened new CareTrust REIT positions in Q2 2020 and 17 closed out, a net change of +31 holders.
  • The largest CareTrust REIT buyer in Q2 2020 was Credit Suisse, an estimated $17.4M added.
  • The largest CareTrust REIT seller in Q2 2020 was Fidelity Investments, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2020.