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Healthcare Realty

311 hedge funds and large institutions have $5.2B invested in Healthcare Realty in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

690% more call options, than puts

Call options by funds: $474K | Put options by funds: $60K

0.39% more ownership

Funds ownership: 146.33%146.71% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $5.39B → $5.2B (-$188M)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 108

8% less funds holding

Funds holding: 337311 (-26)

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

Holders
311
Holders Change
-26
Holders Change %
-7.72%
% of All Funds
6.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
101
Reduced
108
Closed
53
Calls
$474K
Puts
$60K
Net Calls
+$414K
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
276
Private Capital Group
Connecticut
$22K +$22.7K +807 New
BWM
277
BerganKDV Wealth Management
Minnesota
$21K
FHA
278
Flagship Harbor Advisors
Massachusetts
$20K +$225 +8 +1%
JWM
279
Janiczek Wealth Management
Colorado
$20K +$20.8K +740 New
SPIA
280
Steward Partners Investment Advisory
New York
$18K +$19.1K +678 New
CIA
281
CSat Investment Advisory
Michigan
$16K +$16.1K +572 New
LWS
282
Lucia Wealth Services
California
$14K
SCA
283
Stonebridge Capital Advisors
Minnesota
$14K +$14.1K +500 New
EFSCE
284
Enterprise Financial Services Corp (EFSC)
Missouri
$12K
SIC
285
Salem Investment Counselors
North Carolina
$11K -$774K -27,475 -99%
BCA
286
Berman Capital Advisors
Georgia
$11K +$4.79K +170 +74%
RE
287
RBC Europe
United Kingdom
$10.9K
CIA
288
Cascade Investment Advisors
Oregon
$9.6K -$8.45K -300 -46%
EWM
289
Endurance Wealth Management
Rhode Island
$9K
Fifth Third Bancorp
290
Fifth Third Bancorp
Ohio
$9K +$7.66K +272 +567%
KFS
291
Kelly Financial Services
Massachusetts
$7.54K
LFG
292
LifePlan Financial Group
Ohio
$7K
AAP
293
Arax Advisory Partners
Colorado
$6K
Rockefeller Capital Management
294
Rockefeller Capital Management
New York
$5K -$1.46K -52 -21%
IFAM
295
Institutional & Family Asset Management
Colorado
$5K
S
296
SignatureFD
Georgia
$5K
Group One Trading
297
Group One Trading
Illinois
$5K +$5.63K +200 New
RIA
298
Realta Investment Advisors
Delaware
$5K +$5.86K +208 New
LC
299
Lindbrook Capital
California
$4K
MA
300
MUFG Americas
New York
$4K +$3.75K +133 New

HR Hedge Fund Activity: Q2 2019 in Review

311 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2019, worth a combined $5.2B — down 3.5% from $5.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of HR and 33 opened new positions — a net loss of 20 holders — while 108 trimmed existing stakes and 101 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $114M.

  • 311 institutional investors held Healthcare Realty (HR) as of Q2 2019, down from 337 in Q1 2019.
  • Funds reported $5.2B of Healthcare Realty stock for Q2 2019, down 3.5% quarter-over-quarter.
  • 33 funds opened new Healthcare Realty positions in Q2 2019 and 53 closed out, a net change of -20 holders.
  • The largest Healthcare Realty buyer in Q2 2019 was T. Rowe Price Associates, an estimated $134M added.
  • The largest Healthcare Realty seller in Q2 2019 was JP Morgan Chase, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.