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Healthcare Realty

297 hedge funds and large institutions have $5.68B invested in Healthcare Realty in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

4.84% more ownership

Funds ownership: 163.28%168.12% (+4.8%)

2% more funds holding

Funds holding: 292297 (+5)

5% more capital invested

Capital invested by funds: $5.41B → $5.68B (+$268M)

24% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 119

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

79% less call options, than puts

Call options by funds: $337K | Put options by funds: $1.58M

Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
6.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
39
Increased
91
Reduced
119
Closed
31
Calls
$337K
Puts
$1.58M
Net Calls
-$1.25M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
226
Keystone Financial Group (Kentucky)
Kentucky
$217K +$1.91K +75 +0.9%
EHC
227
Everett Harris & Co
California
$216K
VF
228
Virtu Financial
New York
$215K +$203K +7,972 New
IRF
229
IBM Retirement Fund
New York
$210K -$19.7K -775 -9%
CIBC Asset Management
230
CIBC Asset Management
Ontario, Canada
$210K +$198K +7,798 New
CAN
231
Cetera Advisor Networks
California
$209K -$54.6K -2,146 -22%
Lazard Asset Management
232
Lazard Asset Management
New York
$209K -$28.6K -1,125 -13%
SI
233
Stephens Inc
Arkansas
$204K -$1.83K -72 -0.9%
Qube Research & Technologies (QRT)
234
Qube Research & Technologies (QRT)
United Kingdom
$191K +$181K +7,100 New
YWP
235
YorkBridge Wealth Partners
New York
$172K +$27.3K +1,073 +20%
BFC
236
Bedel Financial Consulting
Indiana
$160K
NWM
237
Northwest Wealth Management
Iowa
$155K
ASN
238
Advisory Services Network
Georgia
$152K -$33.5K -1,317 -19%
AOWM
239
Alpha Omega Wealth Management
Virginia
$144K
ZB
240
Zions Bancorporation
Utah
$118K -$229 -9 -0.2%
AF
241
Advisornet Financial
Minnesota
$109K -$15.9K -626 -13%
LA
242
Legacy Advisors
Pennsylvania
$108K +$102K +4,000 New
AIG
243
American International Group
New York
$102K -$11.4K -449 -11%
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$87K -$44.9K -1,764 -35%
SIS
245
Sound Income Strategies
Florida
$85K +$40.9K +1,607 +105%
SWA
246
Sutton Wealth Advisors
Florida
$80.5K -$6.36K -250 -8%
PI
247
PineBridge Investments
New York
$73K -$33.3K -1,310 -33%
RCAG
248
Rehmann Capital Advisory Group
Michigan
$66.9K -$9.06K -356 -13%
DAM
249
Delta Asset Management
Tennessee
$66K
RFM
250
Royal Fund Management
Florida
$65K -$15.2K -597 -20%

HR Hedge Fund Activity: Q2 2018 in Review

297 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2018, worth a combined $5.68B — up 5% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HR positions and 31 closed out — a net gain of 8 holders — while 91 added to existing stakes and 119 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $129M. The largest seller was Nuveen, cutting an estimated $54.6M.

  • 297 institutional investors held Healthcare Realty (HR) as of Q2 2018, up from 292 in Q1 2018.
  • Funds reported $5.68B of Healthcare Realty stock for Q2 2018, up 5% quarter-over-quarter.
  • 39 funds opened new Healthcare Realty positions in Q2 2018 and 31 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q2 2018 was Principal Financial Group, an estimated $129M added.
  • The largest Healthcare Realty seller in Q2 2018 was Nuveen, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2018.