We are live on ! Find out more
HR icon

Healthcare Realty

311 hedge funds and large institutions have $5.2B invested in Healthcare Realty in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

690% more call options, than puts

Call options by funds: $474K | Put options by funds: $60K

0.39% more ownership

Funds ownership: 146.33%146.71% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $5.39B → $5.2B (-$188M)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 108

8% less funds holding

Funds holding: 337311 (-26)

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

Holders
311
Holders Change
-26
Holders Change %
-7.72%
% of All Funds
6.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
101
Reduced
108
Closed
53
Calls
$474K
Puts
$60K
Net Calls
+$414K
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
226
Sumitomo Mitsui DS Asset Management
Japan
$252K -$13M -461,740 -98%
CFGS
227
Concourse Financial Group Securities
Alabama
$252K +$7.43K +264 +3%
CI
228
CX Institutional
Indiana
$251K -$141K -5,000 -35%
CAN
229
Cetera Advisor Networks
California
$249K +$10K +355 +4%
SWM
230
SeaCrest Wealth Management
New York
$236K
ARMT
231
Amica Retiree Medical Trust
Rhode Island
$219K
TC
232
TownSquare Capital
Utah
$218K -$67.7K -2,403 -23%
KFGK
233
Keystone Financial Group (Kentucky)
Kentucky
$217K +$1.52K +54 +0.7%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$214K
FRM
235
Fox Run Management
Connecticut
$212K -$200K -7,106 -48%
EHC
236
Everett Harris & Co
California
$206K
CH
237
Canton Hathaway
Rhode Island
$165K
BFC
238
Bedel Financial Consulting
Indiana
$162K
SOAMC
239
Spirit of America Management Corp
New York
$137K
AF
240
Advisornet Financial
Minnesota
$130K +$6.33K +225 +5%
AOWM
241
Alpha Omega Wealth Management
Virginia
$128K
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$122K +$27.1K +962 +28%
LWM
243
Liberty Wealth Management
California
$115K +$118K +4,180 New
Twin Tree Management
244
Twin Tree Management
Texas
$115K +$118K +4,198 New
MC
245
Machina Capital
France
$115K +$120K +4,253 New
TRCT
246
Tower Research Capital (TRC)
New York
$104K -$271K -9,607 -72%
QT
247
Quantamental Technologies
New York
$98K +$101K +3,570 New
AIG
248
American International Group
New York
$91K -$9.46K -336 -9%
SWA
249
Sutton Wealth Advisors
Florida
$88K
SIS
250
Sound Income Strategies
Florida
$86K

HR Hedge Fund Activity: Q2 2019 in Review

311 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2019, worth a combined $5.2B — down 3.5% from $5.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of HR and 33 opened new positions — a net loss of 20 holders — while 108 trimmed existing stakes and 101 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $114M.

  • 311 institutional investors held Healthcare Realty (HR) as of Q2 2019, down from 337 in Q1 2019.
  • Funds reported $5.2B of Healthcare Realty stock for Q2 2019, down 3.5% quarter-over-quarter.
  • 33 funds opened new Healthcare Realty positions in Q2 2019 and 53 closed out, a net change of -20 holders.
  • The largest Healthcare Realty buyer in Q2 2019 was T. Rowe Price Associates, an estimated $134M added.
  • The largest Healthcare Realty seller in Q2 2019 was JP Morgan Chase, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.