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Healthcare Realty

243 hedge funds and large institutions have $4.04B invested in Healthcare Realty in 2016 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 89 increasing their positions, 101 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $960K | Put options by funds: $724K

6% more capital invested

Capital invested by funds: $3.82B → $4.04B (+$222M)

5% less funds holding

Funds holding: 255243 (-12)

5.38% less ownership

Funds ownership: 112.66%107.27% (-5.4%)

12% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 101

21% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 28

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
243
Holders Change
-12
Holders Change %
-4.71%
% of All Funds
6.48%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
89
Reduced
101
Closed
28
Calls
$960K
Puts
$724K
Net Calls
+$236K
Net Calls Change
+$1.71M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
251
Los Angeles Capital Management
California
-$689K -21,300 Closed
PAM
252
Princeton Alpha Management
New Jersey
-$638K -19,742 Closed
TG
253
TLP Group
Illinois
-$533K -16,488 Closed
SAM
254
Securian Asset Management
Minnesota
-$508K -15,700 Closed
PP
255
Paloma Partners
Connecticut
-$461K -14,247 Closed
CG
256
Clinton Group
New York
-$398K -12,293 Closed
MIAN
257
Mariner Independent Advisor Network
Kansas
-$360K -11,131 Closed
D.E. Shaw & Co
258
D.E. Shaw & Co
New York
-$350K -10,812 Closed
CC
259
Cipher Capital
New York
-$327K -10,131 Closed
Squarepoint
260
Squarepoint
New York
-$323K -10,000 Closed
JG
261
Jefferies Group
New York
-$317K -9,797 Closed
WP
262
WealthPLAN Partners
Nebraska
-$290 -8,959 Closed
BRWA
263
B. Riley Wealth Advisors
Florida
-$233K -7,176 Closed
WCM
264
Weatherstone Capital Management
Colorado
-$228K -7,062 Closed
HW
265
Hancock Whitney
Mississippi
-$227K -7,030 Closed
PAM
266
Panagora Asset Management
Massachusetts
-$138K -4,256 Closed
NIT
267
NumerixS Investment Technologies
British Columbia, Canada
-$123K -3,800 Closed
IR
268
Invictus RG
Bermuda
-$30K -919 Closed
PHK
269
Point72 Hong Kong
Hong Kong
-$23K -700 Closed
CCA
270
Checchi Capital Advisers
California
-$23K -696 Closed
PVH
271
Psagot Value Holdings
Israel
-$16K -490 Closed
GC
272
Globeflex Capital
California
-$1K -30 Closed

HR Hedge Fund Activity: Q3 2016 in Review

243 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2016, worth a combined $4.04B — up 5.8% from $3.82B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of HR and 22 opened new positions — a net loss of 6 holders — while 101 trimmed existing stakes and 89 added.

The largest buyer was AMP Capital Investors, adding an estimated $115M. The largest seller was Nuveen, cutting an estimated $45.3M.

  • 243 institutional investors held Healthcare Realty (HR) as of Q3 2016, down from 255 in Q2 2016.
  • Funds reported $4.04B of Healthcare Realty stock for Q3 2016, up 5.8% quarter-over-quarter.
  • 22 funds opened new Healthcare Realty positions in Q3 2016 and 28 closed out, a net change of -6 holders.
  • The largest Healthcare Realty buyer in Q3 2016 was AMP Capital Investors, an estimated $115M added.
  • The largest Healthcare Realty seller in Q3 2016 was Nuveen, an estimated $45.3M sold.

Based on aggregated 13F filings for Q3 2016.