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Healthcare Realty
HR

279 hedge funds and large institutions have $6.18B invested in Healthcare Realty in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 37

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

59.48% more ownership

Funds ownership: 111.2% → 170.68% (+59%)

52% more capital invested

Capital invested by funds: $4.07B → $6.18B (+$2.11B)

15% more funds holding

Funds holding: 242 → 279 (+37)

2% more call options, than puts

Call options by funds: $855K | Put options by funds: $841K

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
6.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
151
Reduced
37
Closed
19
Calls
$855K
Puts
$841K
Net Calls
+$14K
Net Calls Change
-$297K

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$281M
2
ZP
Zimmer Partners
New York
+$272M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$237M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
BlackRock
BlackRock
New York
+$126M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$171M
2
Goldman Sachs
Goldman Sachs
New York
-$18.2M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$9.87M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$7.69M
5
VRS
Virginia Retirement Systems
Virginia
-$6.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
226
Public Employees Retirement Association of Colorado
Colorado
$192K +$59.5K +1,888 +44%
Canada Pension Plan Investment Board
227
Canada Pension Plan Investment Board
Ontario, Canada
$190K -$7.69M -243,900 -98%
IOOF
228
Independent Order of Foresters
Ontario, Canada
$188K – – –
Nisa Investment Advisors
229
Nisa Investment Advisors
Missouri
$185K – – –
CG
230
Cutler Group
California
$168K +$51.1K +1,620 +43%
US Bancorp
231
US Bancorp
Minnesota
$135K +$126K +4,000 +1,143%
AIG
232
American International Group
New York
$132K +$32.6K +1,033 +32%
FMT
233
First Mercantile Trust
Tennessee
$132K +$134K +4,237 New
FIM
234
Foresters Investment Management
New York
$107K -$2.11K -67 -2%
NEI
235
Northwest & Ethical Investments
Ontario, Canada
$103K +$12.6K +400 +14%
VWA
236
V Wealth Advisors
Kansas
$101K +$103K +3,252 New
SWA
237
Sutton Wealth Advisors
Florida
$101K – – –
RFM
238
Royal Fund Management
Florida
$97K +$20.9K +663 +27%
MC
239
Muzinich & Co
New York
$96K +$97K +3,077 New
YWP
240
YorkBridge Wealth Partners
New York
$95K +$94.9K +3,009 New
DAM
241
Delta Asset Management
Tennessee
$76K – – –
AC
242
Alexandria Capital
Virginia
$66K – – –
ASN
243
Advisory Services Network
Georgia
$65K +$158 +5 +0.2%
FCMT
244
Founders Capital Management (Texas)
Texas
$52K – – –
MAM
245
Meeder Asset Management
Ohio
$52K – – –
WA
246
WFG Advisors
Texas
$51K +$33K +1,047 +175%
AIM
247
Advantage Investment Management
Iowa
$45K +$1.39K +44 +3%
AIL
248
AGF Investments LLC
Ontario, Canada
$45K +$9.52K +302 +27%
CFA
249
Carroll Financial Associates
North Carolina
$43K +$9.3K +295 +27%
NA
250
NewEdge Advisors
Louisiana
$40.2K +$42.9K +1,361 New
8 9
10
11 12

HR Hedge Fund Activity: Q2 2017 in Review

279 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2017, worth a combined $6.18B — up 52% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HR positions and 19 closed out — a net gain of 41 holders — while 151 added to existing stakes and 37 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $281M. The largest seller was Deutsche Bank, cutting an estimated $171M.

  • 279 institutional investors held Healthcare Realty (HR) as of Q2 2017, up from 242 in Q1 2017.
  • Funds reported $6.18B of Healthcare Realty stock for Q2 2017, up 52% quarter-over-quarter.
  • 60 funds opened new Healthcare Realty positions in Q2 2017 and 19 closed out, a net change of +41 holders.
  • The largest Healthcare Realty buyer in Q2 2017 was Cohen & Steers, an estimated $281M added.
  • The largest Healthcare Realty seller in Q2 2017 was Deutsche Bank, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2017.