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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$544M +$1.51M +49,416 +0.3%
BFA
2
BlackRock Fund Advisors
California
$230M +$17.5M +573,926 +8%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$226M +$3.38M +110,836 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$223M +$40.2M +1,317,988 +22%
Invesco
5
Invesco
Georgia
$220M -$101M -3,301,108 -31%
State Street
6
State Street
Massachusetts
$172M -$1.6M -52,493 -0.9%
BIT
7
BlackRock Institutional Trust
California
$145M +$7.66M +251,391 +6%
CIMLRA
8
CBRE Investment Management Listed Real Assets
Pennsylvania
$139M -$38.8M -1,272,501 -22%
Morgan Stanley
9
Morgan Stanley
New York
$105M +$13.3M +437,325 +14%
Northern Trust
10
Northern Trust
Illinois
$92.6M -$2.83M -92,909 -3%
PI
11
PGGM Investments
Netherlands
$84.1M
Bank of New York Mellon
12
Bank of New York Mellon
New York
$80.4M +$1.11M +36,372 +1%
Millennium Management
13
Millennium Management
New York
$72.9M +$1.13M +37,088 +2%
Macquarie Group
14
Macquarie Group
Australia
$52.9M -$8.68M -284,786 -14%
JP Morgan Chase
15
JP Morgan Chase
New York
$47.1M +$27.4M +899,161 +137%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$45.5M +$3.01M +98,909 +7%
CCM
17
Channing Capital Management
Illinois
$45.5M +$11.9M +391,581 +35%
N
18
Nuveen
North Carolina
$39.3M -$15.6M -511,831 -28%
DPIM
19
Duff & Phelps Investment Management
Illinois
$38M +$698K +22,905 +2%
AAM
20
Aberdeen Asset Management
United Kingdom
$37.5M +$17.2M +565,733 +84%
Charles Schwab
21
Charles Schwab
California
$36.4M +$1.24M +40,802 +4%
Norges Bank
22
Norges Bank
Norway
$34.7M +$4.14M +135,917 +13%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$31M +$1.98M +65,094 +7%
BG
24
BlackRock Group
United Kingdom
$24.4M +$207K +6,806 +0.9%
BIM
25
BlackRock Investment Management
Delaware
$24.3M +$1.66M +54,605 +7%

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.