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Healthcare Realty
HR

Overview Fund Activity

296 hedge funds and large institutions have $5.68B invested in Healthcare Realty in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
296
Holders Change
+5
Holders Change %
+1.72%
% of All Funds
6.79%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
39
Increased
91
Reduced
119
Closed
31
Calls
$337K
Puts
$1.58M
Net Calls
-$1.25M
Net Calls Change
-$1.17M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$137M
2
Millennium Management
Millennium Management
New York
+$62.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$55.8M
4
LPC
Long Pond Capital
New York
+$51.3M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$42M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$57.9M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$42.8M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$35.5M
4
PAMU
Pictet Asset Management (UK)
United Kingdom
-$24.9M
5
TA
Teachers Advisors
New York
-$23.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$17K -665 -65%
EWM
277
Endurance Wealth Management
Rhode Island
$9K – – –
EFSCE
278
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$9K +316 New
BCI
279
Brinker Capital Investments
Pennsylvania
$9K +$9K +340 New
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$8.41K – – –
IFAM
281
Institutional & Family Asset Management
Colorado
$8K +$2.39K +91 +43%
LFG
282
LifePlan Financial Group
Ohio
$7K – – –
VIA
283
Vantage Investment Advisors
Pennsylvania
$6K – – –
PFBT
284
Parkside Financial Bank & Trust
Missouri
$6K – – –
FIM
285
Foresters Investment Management
New York
$5K -$89.1K -3,260 -95%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5K +198 New
QCG
287
Quadrant Capital Group
Ohio
$4K -$1.56K -66 -28%
LF
288
Lee Financial
Texas
$3K -$72.3K -2,700 -96%
CFD
289
Creative Financial Designs
Indiana
$3K -$8.15K -334 -73%
WAM
290
Wealthspire Advisors (Maryland)
Maryland
$3K -$4K – –
OFW
291
Omnia Family Wealth
Florida
$3K +$3K +105 New
AC
292
Avestar Capital
New York
$3K +$3K +125 New
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$2K -$9.51K -352 -83%
VFA
294
Valeo Financial Advisors
Indiana
$2K -$933 -35 -32%
PIA
295
Piedmont Investment Advisors
North Carolina
$2K +$2K +79 New
EARNEST Partners
296
EARNEST Partners
Georgia
$1K – – –
TWA
297
TCI Wealth Advisors
Arizona
$1K +$1K +23 New
AIL
298
AGF Investments LLC
Ontario, Canada
$39 +$5 +180 +14%
American Century Companies
299
American Century Companies
Missouri
– -$17.3M -652,639 Closed
GA
300
GRS Advisors
Illinois
– -$8.93M -337,426 Closed
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