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Healthcare Realty

341 hedge funds and large institutions have $5.48B invested in Healthcare Realty in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,481% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $21K

35% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 102

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

1.49% more ownership

Funds ownership: 165.74%167.23% (+1.5%)

1% more funds holding

Funds holding: 339341 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less capital invested

Capital invested by funds: $6.71B → $5.48B (-$1.23B)

Holders
341
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
7.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
45
Increased
138
Reduced
102
Closed
37
Calls
$1.17M
Puts
$21K
Net Calls
+$1.15M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
251
Cetera Advisor Networks
California
$216K
Rafferty Asset Management
252
Rafferty Asset Management
New York
$214K -$922K -30,510 -78%
AFWM
253
AMJ Financial Wealth Management
Virginia
$213K
IWS
254
Insight Wealth Strategies
California
$213K +$4.35K +144 +2%
SFP
255
Shepherd Financial Partners
Massachusetts
$210K -$48.2K -1,594 -16%
KFGK
256
Keystone Financial Group (Kentucky)
Kentucky
$209K +$1.6K +53 +0.6%
AIG
257
American International Group
New York
$208K +$11.3K +375 +5%
SWM
258
SeaCrest Wealth Management
New York
$207K
ARMT
259
Amica Retiree Medical Trust
Rhode Island
$194K
WTC
260
WhitTier Trust Company
Nevada
$187K
SWA
261
Sutton Wealth Advisors
Florida
$174K +$119K +3,950 +123%
CAN
262
Claraphi Advisory Network
United States
$170K +$211K +6,997 New
CH
263
Canton Hathaway
Rhode Island
$146K
BFC
264
Bedel Financial Consulting
Indiana
$144K
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$130K +$46.9K +1,552 +41%
SOAMC
266
Spirit of America Management Corp
New York
$121K
SFS
267
Sowell Financial Services
Arkansas
$97K +$91 +3 +0.1%
LS
268
Leelyn Smith
Illinois
$80K +$6.04K +200 +6%
US Bancorp
269
US Bancorp
Minnesota
$78K -$58.3K -1,930 -37%
SIS
270
Sound Income Strategies
Florida
$76K
NFG
271
Next Financial Group
Texas
$73K -$18.1K -599 -17%
QCG
272
Quadrant Capital Group
Ohio
$73K -$2.57K -85 -3%
ASN
273
Advisory Services Network
Georgia
$66K +$846 +28 +1%
VanEck Associates
274
VanEck Associates
New York
$64K +$43.2K +1,431 +118%
DAM
275
Delta Asset Management
Tennessee
$59K

HR Hedge Fund Activity: Q1 2020 in Review

341 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2020, worth a combined $5.48B — down 18% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HR positions and 37 closed out — a net gain of 8 holders — while 138 added to existing stakes and 102 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $160M. The largest seller was Cohen & Steers, cutting an estimated $84.1M.

  • 341 institutional investors held Healthcare Realty (HR) as of Q1 2020, up from 339 in Q4 2019.
  • Funds reported $5.48B of Healthcare Realty stock for Q1 2020, down 18% quarter-over-quarter.
  • 45 funds opened new Healthcare Realty positions in Q1 2020 and 37 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q1 2020 was Victory Capital Management, an estimated $160M added.
  • The largest Healthcare Realty seller in Q1 2020 was Cohen & Steers, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2020.