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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
CIAS
251
Capital Investment Advisory Services
North Carolina
$82K +$20.7K +735 +32%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$76K +$62.3K +2,214 +388%
NICM
253
Neo Ivy Capital Management
New York
$74K +$75.7K +2,689 New
RCAG
254
Rehmann Capital Advisory Group
Michigan
$68.5K
DAM
255
Delta Asset Management
Tennessee
$67K
HFM
256
Harvest Fund Management
China
$64K
ASN
257
Advisory Services Network
Georgia
$61K +$676 +24 +1%
WCG
258
Weaver Consulting Group
California
$46K +$47.3K +1,680 New
GRP
259
Global Retirement Partners
California
$44K +$45.6K +1,619 New
CFA
260
Carroll Financial Associates
North Carolina
$41K
QCG
261
Quadrant Capital Group
Ohio
$40K -$62.7K -2,226 -60%
GSWM
262
Golden State Wealth Management
California
$39K
US Bancorp
263
US Bancorp
Minnesota
$38K -$19.2K -683 -33%
BHWM
264
Bay Harbor Wealth Management
Maryland
$37K
ME
265
McIlrath & Eck
Washington
$37K
BCI
266
Brinker Capital Investments
Pennsylvania
$34K +$35.1K +1,248 New
CAC
267
Certified Advisory Corp
Florida
$32K +$338 +12 +1%
PI
268
PineBridge Investments
New York
$30K
PFGIA
269
Patriot Financial Group Insurance Agency
Massachusetts
$29K
PCP
270
Proficio Capital Partners
Massachusetts
$28K +$1.55K +55 +6%
GI
271
Gradient Investments
Minnesota
$27K +$10.4K +369 +61%
YWP
272
YorkBridge Wealth Partners
New York
$25K -$4.56K -162 -15%
RFM
273
Royal Fund Management
Florida
$24K -$28.2K -1,000 -53%
OIA
274
OneDigital Investment Advisors
Kansas
$23K
MPWT
275
MassMutual Private Wealth & Trust
Connecticut
$22K +$14.1K +500 +160%

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.