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Healthcare Realty

332 hedge funds and large institutions have $5.46B invested in Healthcare Realty in 2019 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 33

14% more call options, than puts

Call options by funds: $446K | Put options by funds: $390K

7% more funds holding

Funds holding: 311332 (+21)

5% more capital invested

Capital invested by funds: $5.2B → $5.46B (+$263M)

5% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 111

2.91% less ownership

Funds ownership: 146.71%143.81% (-2.9%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
332
Holders Change
+21
Holders Change %
+6.75%
% of All Funds
7.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
55
Increased
106
Reduced
111
Closed
33
Calls
$446K
Puts
$390K
Net Calls
+$56K
Net Calls Change
-$358K
Name Holding Trade Value Shares
Change
Change in
Stake
EHC
251
Everett Harris & Co
California
$220K
FWIA
252
Fort Washington Investment Advisors
Ohio
$215K -$391K -14,000 -66%
IRF
253
IBM Retirement Fund
New York
$213K +$203K +7,247 New
Brown Advisory
254
Brown Advisory
Maryland
$211K +$200K +7,160 New
AIC
255
Ameritas Investment Company
Nebraska
$177K +$168K +6,023 New
CH
256
Canton Hathaway
Rhode Island
$176K
QT
257
Quantamental Technologies
New York
$175K +$67.1K +2,400 +67%
BFC
258
Bedel Financial Consulting
Indiana
$174K
TRCT
259
Tower Research Capital (TRC)
New York
$173K +$58.5K +2,092 +55%
IA
260
IFP Advisors
Florida
$151K +$142K +5,091 New
SOAMC
261
Spirit of America Management Corp
New York
$147K
PNC Financial Services Group
262
PNC Financial Services Group
Pennsylvania
$141K +$9.98K +357 +8%
AF
263
Advisornet Financial
Minnesota
$132K -$6.29K -225 -5%
NIT
264
NumerixS Investment Technologies
British Columbia, Canada
$126K +$120K +4,300 New
SFS
265
Sowell Financial Services
Arkansas
$118K +$112K +4,005 New
CIAS
266
Capital Investment Advisory Services
North Carolina
$113K +$22.9K +820 +27%
AIG
267
American International Group
New York
$97K
SWA
268
Sutton Wealth Advisors
Florida
$94.3K
SIS
269
Sound Income Strategies
Florida
$92K
QCG
270
Quadrant Capital Group
Ohio
$87K +$42.1K +1,505 +100%
US Bancorp
271
US Bancorp
Minnesota
$86K +$42.8K +1,531 +111%
CFGS
272
Concourse Financial Group Securities
Alabama
$83K -$178K -6,365 -69%
HFM
273
Harvest Fund Management
China
$79K +$9.98K +357 +15%
RCAG
274
Rehmann Capital Advisory Group
Michigan
$73.4K
DAM
275
Delta Asset Management
Tennessee
$72K

HR Hedge Fund Activity: Q3 2019 in Review

332 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2019, worth a combined $5.46B — up 5.1% from $5.2B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new HR positions and 33 closed out — a net gain of 22 holders — while 106 added to existing stakes and 111 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $82.9M. The largest seller was Nuveen, cutting an estimated $50.7M.

  • 332 institutional investors held Healthcare Realty (HR) as of Q3 2019, up from 311 in Q2 2019.
  • Funds reported $5.46B of Healthcare Realty stock for Q3 2019, up 5.1% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q3 2019 and 33 closed out, a net change of +22 holders.
  • The largest Healthcare Realty buyer in Q3 2019 was Principal Financial Group, an estimated $82.9M added.
  • The largest Healthcare Realty seller in Q3 2019 was Nuveen, an estimated $50.7M sold.

Based on aggregated 13F filings for Q3 2019.