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Healthcare Realty

297 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

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

4.84% more ownership

Funds ownership: 163.28%168.12% (+4.8%)

2% more funds holding

Funds holding: 292297 (+5)

5% more capital invested

Capital invested by funds: $5.41B → $5.68B (+$268M)

24% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 119

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

79% less call options, than puts

Call options by funds: $337K | Put options by funds: $1.58M

Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
6.8%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
276
Patriot Financial Group Insurance Agency
Massachusetts
$9K -$16.9K -665 -65%
EWM
277
Endurance Wealth Management
Rhode Island
$9K
EFSCE
278
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$8.04K +316 New
BCI
279
Brinker Capital Investments
Pennsylvania
$9K +$8.65K +340 New
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$8.41K
IFAM
281
Institutional & Family Asset Management
Colorado
$8K +$2.31K +91 +43%
LFG
282
LifePlan Financial Group
Ohio
$7K
PFBT
283
Parkside Financial Bank & Trust
Missouri
$6K
VIA
284
Vantage Investment Advisors
Pennsylvania
$6K
FIM
285
Foresters Investment Management
New York
$5K -$82.9K -3,260 -95%
Northwestern Mutual Wealth Management
286
Northwestern Mutual Wealth Management
Wisconsin
$5K +$5.04K +198 New
QCG
287
Quadrant Capital Group
Ohio
$4K -$1.68K -66 -28%
LF
288
Lee Financial
Texas
$3K -$68.7K -2,700 -96%
CFD
289
Creative Financial Designs
Indiana
$3K -$8.5K -334 -73%
WAM
290
Wealthspire Advisors (Maryland)
Maryland
$3K
OFW
291
Omnia Family Wealth
Florida
$3K +$2.67K +105 New
AC
292
Avestar Capital
New York
$3K +$3.18K +125 New
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$2K -$8.96K -352 -83%
VFA
294
Valeo Financial Advisors
Indiana
$2K -$891 -35 -32%
PIA
295
Piedmont Investment Advisors
North Carolina
$2K +$2.01K +79 New
EARNEST Partners
296
EARNEST Partners
Georgia
$1K
TWA
297
TCI Wealth Advisors
Arizona
$1K +$585 +23 New
RWML
298
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$836
AIL
299
AGF Investments LLC
Ontario, Canada
$39 +$4.58K +180 +14%
American Century Companies
300
American Century Companies
Missouri
-$17.3M -652,639 Closed

HR Hedge Fund Activity: Q2 2018 in Review

297 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2018, worth a combined $5.68B — up 5% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HR positions and 31 closed out — a net gain of 8 holders — while 91 added to existing stakes and 119 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $129M. The largest seller was Nuveen, cutting an estimated $54.6M.

  • 297 institutional investors held Healthcare Realty (HR) as of Q2 2018, up from 292 in Q1 2018.
  • Funds reported $5.68B of Healthcare Realty stock for Q2 2018, up 5% quarter-over-quarter.
  • 39 funds opened new Healthcare Realty positions in Q2 2018 and 31 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q2 2018 was Principal Financial Group, an estimated $129M added.
  • The largest Healthcare Realty seller in Q2 2018 was Nuveen, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2018.