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Healthcare Realty

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: 242279 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Cascade Investment Advisors
Oregon
$37.3K
HFM
252
Harvest Fund Management
China
$37K +$37.8K +1,200 New
MFW
253
Mosaic Family Wealth
Missouri
$31K
LF
254
Lee Financial
Texas
$25K +$25.2K +800 New
GXMC
255
Global X Management Company
New York
$23K +$1.83K +58 +9%
PA
256
Parallel Advisors
California
$23K +$15.5K +493 +193%
PFGIA
257
Patriot Financial Group Insurance Agency
Massachusetts
$20K +$21K +665 New
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$18K
Bessemer Group
259
Bessemer Group
New Jersey
$18K +$18.3K +582 New
CFD
260
Creative Financial Designs
Indiana
$16K -$54.1K -1,715 -76%
FWM
261
Focused Wealth Management
New York
$16K
PS
262
Portfolio Solutions
Michigan
$16K
EWM
263
Endurance Wealth Management
Rhode Island
$10K
VIA
264
Vantage Investment Advisors
Pennsylvania
$7K
SAM
265
Solaris Asset Management
New York
$7K +$7.57K +240 New
Lazard Asset Management
266
Lazard Asset Management
New York
$6K +$6.3K +200 New
QCG
267
Quadrant Capital Group
Ohio
$5K
TDC
268
Thompson Davis & Co
Virginia
$5K +$1.45K +46 +43%
CTC
269
Central Trust Company
Missouri
$4K +$3.66K +116 New
CTB
270
Country Trust Bank
Illinois
$4K +$4.54K +144 New
PHK
271
Point72 Hong Kong
Hong Kong
$3K +$2.65K +84 New
FIB
272
First Interstate Bank
Montana
$2K +$2.33K +74 New
DOA
273
D'Orazio & Associates
Virginia
$2K +$2.36K +75 New
Walleye Trading
274
Walleye Trading
New York
$1.61K -$47.1K -1,493 -3%
PCP
275
Proficio Capital Partners
Massachusetts
$1K -$1.64K -52 -60%

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.