HR icon

Healthcare Realty
HR

Overview Fund Activity

325 hedge funds and large institutions have $4.78B invested in Healthcare Realty in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
325
Holders Change
+18
Holders Change %
+5.86%
% of All Funds
7.25%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
58
Increased
114
Reduced
110
Closed
37
Calls
$200K
Puts
$704K
Net Calls
-$504K
Net Calls Change
+$128K

Top Buyers

1
LIMS
Lasalle Investment Management Securities
Maryland
+$57.3M
2
CC
Carlson Capital
Texas
+$52.5M
3
Victory Capital Management
Victory Capital Management
Texas
+$41.8M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$39.7M
5
American Century Companies
American Century Companies
Missouri
+$38.9M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$366M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$167M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$34M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$33.3M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$14.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
276
US Bancorp
Minnesota
$35K -$8.67K -350 -20%
AIM
277
Advantage Investment Management
Iowa
$35K – – –
BHWM
278
Bay Harbor Wealth Management
Maryland
$35K +$35K +1,366 New
EWA
279
ERTS Wealth Advisors
Michigan
$30K +$30K +1,180 New
CAC
280
Certified Advisory Corp
Florida
$29K +$355 +14 +1%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$29K +$29K +1,155 New
PFGIA
282
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$11.9K +468 +79%
MAM
283
Meeder Asset Management
Ohio
$26K – – –
MFW
284
Mosaic Family Wealth
Missouri
$25K – – –
PCP
285
Proficio Capital Partners
Massachusetts
$25K – – –
PAMU
286
Pictet Asset Management (UK)
United Kingdom
$23.2K +$325 +12,853 +1%
OIA
287
OneDigital Investment Advisors
Kansas
$21K – – –
Marshall Wace
288
Marshall Wace
United Kingdom
$21K +$21K +823 New
BWM
289
BerganKDV Wealth Management
Minnesota
$19K -$20K – –
Federated Hermes
290
Federated Hermes
Pennsylvania
$19K +$19K +741 New
FHA
291
Flagship Harbor Advisors
Massachusetts
$18K +$193 +8 +1%
CIA
292
Cascade Investment Advisors
Oregon
$16.5K – – –
GI
293
Gradient Investments
Minnesota
$15K +$150 +6 +1%
EFSCE
294
Enterprise Financial Services Corp (EFSC)
Missouri
$14K +$5.96K +234 +74%
FWM
295
Focused Wealth Management
New York
$13K +$13K +500 New
KPW
296
Kore Private Wealth
New York
$12K +$12K +479 New
W
297
WealthOne
New York
$12K +$12K +480 New
RE
298
RBC Europe
United Kingdom
$10.1K – – –
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$10K +$10K +385 New
EWM
300
Endurance Wealth Management
Rhode Island
$8K – – –
10 11
12
13 14