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HR

Healthcare Realty Trust Incorporated

Delisted

HR was delisted on the 20th of July, 2022.

234 hedge funds and large institutions have $3.37B invested in Healthcare Realty Trust Incorporated in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 91 increasing their positions, 62 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $616K | Put options by funds: $211K

47% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 62

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

1% more funds holding

Funds holding: 232234 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

15% less capital invested

Capital invested by funds: $3.98B → $3.37B (-$608M)

Holders
234
Holders Change
+2
Holders Change %
+0.86%
% of All Funds
5.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
91
Reduced
62
Closed
27
Calls
$616K
Puts
$211K
Net Calls
+$405K
Net Calls Change
-$193K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
201
Creative Planning
Kansas
$97K +$45.9K +1,506 +89%
WAM
202
Wolverine Asset Management
Illinois
$95K -$88.2K -2,893 -48%
GT
203
Glenmede Trust
Pennsylvania
$90K -$8.63K -283 -9%
AAM
204
Advisors Asset Management
Colorado
$85K +$3.05K +100 +4%
Simplex Trading
205
Simplex Trading
Illinois
$71K +$56.1K +1,842 +368%
PG
206
PEAK6 Group
Illinois
$70K +$31.5K +1,032 +82%
AIL
207
AGF Investments LLC
Ontario, Canada
$54K +$54.4K +1,786 New
FIM
208
Foresters Investment Management
New York
$52K
AG
209
Advisor Group
Arizona
$44K -$7.34K -241 -14%
DSC
210
Duncker Streett & Co
Missouri
$42K
IR
211
Invictus RG
Bermuda
$37K -$162K -5,330 -81%
BIG
212
Bellwether Investment Group
Tennessee
$35K +$34.8K +1,143 New
TSW
213
Thompson Siegel & Walmsley
Virginia
$33K
WT
214
Whittier Trust
California
$28K
FHA
215
First Horizon Advisors
Tennessee
$27K
WEC
216
Winslow Evans & Crocker
Massachusetts
$24.7K
FAN
217
Financial Advisors Network
California
$21K +$21.3K +700 New
MFS
218
MSI Financial Services
Massachusetts
$21K
CCM
219
Cribstone Capital Management
Maine
$18K
IA
220
IFP Advisors
Florida
$17K +$4.82K +158 +39%
CFA
221
Carroll Financial Associates
North Carolina
$11K
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
$11K
AF
223
Allworth Financial
California
$8K
GAM
224
Gemmer Asset Management
California
$8K
CG
225
Cutler Group
California
$7K +$6.1K +200 +385%

HR Hedge Fund Activity: Q4 2016 in Review

234 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q4 2016, worth a combined $3.37B — down 15% from $3.98B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new HR positions and 27 closed out — a net gain of 6 holders — while 91 added to existing stakes and 62 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $40.2M. The largest seller was Invesco, cutting an estimated $101M.

  • 234 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q4 2016, up from 232 in Q3 2016.
  • Funds reported $3.37B of Healthcare Realty Trust Incorporated stock for Q4 2016, down 15% quarter-over-quarter.
  • 33 funds opened new Healthcare Realty Trust Incorporated positions in Q4 2016 and 27 closed out, a net change of +6 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q4 2016 was Fidelity Investments, an estimated $40.2M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q4 2016 was Invesco, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2016.