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Healthcare Realty
HR

Overview Fund Activity

336 hedge funds and large institutions have $5.39B invested in Healthcare Realty in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 119 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
336
Holders Change
+11
Holders Change %
+3.38%
% of All Funds
7.28%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.11%
New
47
Increased
118
Reduced
119
Closed
35
Calls
$466K
Puts
$119K
Net Calls
+$347K
Net Calls Change
+$851K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$48.5M
2
State Street
State Street
Massachusetts
+$42.6M
3
WMSA
Weiss Multi-Strategy Advisers
New York
+$41.5M
4
Principal Financial Group
Principal Financial Group
Iowa
+$33.6M
5
ESCM
Echo Street Capital Management
New York
+$22.2M

Top Sellers

1
ClearBridge Investments
ClearBridge Investments
New York
-$156M
2
CIM
Centersquare Investment Management
Pennsylvania
-$47M
3
Cohen & Steers
Cohen & Steers
New York
-$46.6M
4
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$29.5M
5
CC
Carlson Capital
Texas
-$10.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
276
Sound Income Strategies
Florida
$90K – – –
KPW
277
Kore Private Wealth
New York
$85K +$71.4K +2,511 +524%
RCAG
278
Rehmann Capital Advisory Group
Michigan
$71.4K – – –
MWNA
279
Marshall Wace North America
New York
$71K -$889K -31,294 -93%
DAM
280
Delta Asset Management
Tennessee
$70K – – –
HFM
281
Harvest Fund Management
China
$66K +$66K +2,317 New
CIAS
282
Capital Investment Advisory Services
North Carolina
$65K -$10.7K -375 -14%
NIT
283
NumerixS Investment Technologies
British Columbia, Canada
$64K +$64K +2,200 New
ASN
284
Advisory Services Network
Georgia
$63K +$746 +26 +1%
US Bancorp
285
US Bancorp
Minnesota
$59K +$18.6K +648 +46%
AIC
286
Ameritas Investment Company
Nebraska
$55K -$562K -19,813 -91%
RFM
287
Royal Fund Management
Florida
$53K -$365 -13 -0.7%
NCM
288
Next Capital Management
New York
$50K +$50K +1,733 New
CFA
289
Carroll Financial Associates
North Carolina
$43K -$10K -352 -19%
IA
290
IFP Advisors
Florida
$41K -$642K -22,171 -94%
GSWM
291
Golden State Wealth Management
California
$41K +$41K +1,428 New
BHWM
292
Bay Harbor Wealth Management
Maryland
$39K – – –
ME
293
McIlrath & Eck
Washington
$37K -$2.77K -98 -7%
CAC
294
Certified Advisory Corp
Florida
$33K +$399 +14 +1%
PI
295
PineBridge Investments
New York
$31K -$46.4K -1,630 -60%
YWP
296
YorkBridge Wealth Partners
New York
$30K -$147K -5,210 -83%
PFGIA
297
Patriot Financial Group Insurance Agency
Massachusetts
$30K – – –
MAM
298
Meeder Asset Management
Ohio
$29K – – –
MFW
299
Mosaic Family Wealth
Missouri
$29K – – –
PCP
300
Proficio Capital Partners
Massachusetts
$28K – – –
10 11
12
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