Healthcare Realty
248 hedge funds and large institutions have $3.72B invested in Healthcare Realty in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 34 closing their positions.
249% more call options, than puts
Call options by funds: $1.42M | Put options by funds: $407K
29% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 34
3.15% more ownership
Funds ownership: 107.27% → 110.42% (+3.1%)
2% more funds holding
Funds holding: 243 → 248 (+5)
6% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 93
8% less capital invested
Capital invested by funds: $4.04B → $3.72B (-$315M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$48.3M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$46.2M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$39.6M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$24M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$83.9M |
| 2 |
Bank of New York Mellon
New York
|
-$36M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$26.8M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$25M |
| 5 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$15.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ARMT
276
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| – | -$39K | -1,201 | Closed |
|
|
GI
277
Gradient Investments
Arden Hills,
Minnesota
| – | -$17K | -530 | Closed |
|
|
CG
278
Cutler Group
San Francisco,
California
| – | -$8.41K | -286 | Closed |
|
279
Group One Trading
Chicago,
Illinois
| – | -$3.85K | -131 | Closed |
|
|
ST
280
Spot Trading
Chicago,
Illinois
| – | -$3K | -100 | Closed |
|
|
AF
281
Allworth Financial
Folsom,
California
| – | -$2K | -62 | Closed |
|
|
QI
282
QS Investors
New York
| – | -$1K | -10 | Closed |
|
HR Hedge Fund Activity: Q4 2016 in Review
248 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2016, worth a combined $3.72B — down 7.8% from $4.04B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new HR positions and 34 closed out — a net gain of 10 holders — while 87 added to existing stakes and 93 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $48.3M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $83.9M sold.
- 248 institutional investors held Healthcare Realty (HR) as of Q4 2016, up from 243 in Q3 2016.
- Funds reported $3.72B of Healthcare Realty stock for Q4 2016, down 7.8% quarter-over-quarter.
- 44 funds opened new Healthcare Realty positions in Q4 2016 and 34 closed out, a net change of +10 holders.
- The largest Healthcare Realty buyer in Q4 2016 was Cohen & Steers, an estimated $48.3M added.
- The largest Healthcare Realty seller in Q4 2016 was Lasalle Investment Management Securities, an estimated $83.9M sold.
Based on aggregated 13F filings for Q4 2016.