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Healthcare Realty

341 hedge funds and large institutions have $5.48B invested in Healthcare Realty in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,481% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $21K

35% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 102

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

1.49% more ownership

Funds ownership: 165.74%167.23% (+1.5%)

1% more funds holding

Funds holding: 339341 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less capital invested

Capital invested by funds: $6.71B → $5.48B (-$1.23B)

Holders
341
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
7.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
45
Increased
138
Reduced
102
Closed
37
Calls
$1.17M
Puts
$21K
Net Calls
+$1.15M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
276
Harvest Fund Management
China
$58K -$6.04K -200 -8%
EI
277
Ellevest Inc
New York
$54K +$11.9K +395 +21%
AF
278
Advisornet Financial
Minnesota
$53K -$82.8K -2,739 -55%
IA
279
IFP Advisors
Florida
$47K +$5.41K +179 +10%
NIT
280
NumerixS Investment Technologies
British Columbia, Canada
$44K +$54.4K +1,800 New
WCG
281
Weaver Consulting Group
California
$41K
GRP
282
Global Retirement Partners
California
$41K +$514 +17 +1%
AssetMark Inc
283
AssetMark Inc
California
$41K +$50.7K +1,677 New
CFA
284
Carroll Financial Associates
North Carolina
$36K -$22.6K -748 -33%
SIC
285
Salem Investment Counselors
North Carolina
$35K
SF
286
Synovus Financial
Georgia
$35K +$43.8K +1,450 New
BHWM
287
Bay Harbor Wealth Management
Maryland
$33K
S
288
SignatureFD
Georgia
$32K -$4.47K -148 -10%
ME
289
McIlrath & Eck
Washington
$32K +$60 +2 +0.2%
AF
290
Allworth Financial
California
$30K
BWA
291
BDO Wealth Advisors
Florida
$30K +$37.8K +1,250 New
CAC
292
Certified Advisory Corp
Florida
$29K +$363 +12 +1%
Lazard Asset Management
293
Lazard Asset Management
New York
$29K +$17.3K +572 +89%
PCG
294
Private Capital Group
Connecticut
$29K +$17.6K +581 +97%
Simplex Trading
295
Simplex Trading
Illinois
$25K +$15.9K +525 +100%
CIA
296
CSat Investment Advisory
Michigan
$23K +$4.65K +154 +19%
CBT
297
Capital Bank & Trust
California
$21K
PA
298
Parallel Advisors
California
$19K -$2.21K -73 -8%
BWM
299
BerganKDV Wealth Management
Minnesota
$19K +$91 +3 +0.4%
FHA
300
Flagship Harbor Advisors
Massachusetts
$19K +$242 +8 +1%

HR Hedge Fund Activity: Q1 2020 in Review

341 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2020, worth a combined $5.48B — down 18% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HR positions and 37 closed out — a net gain of 8 holders — while 138 added to existing stakes and 102 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $160M. The largest seller was Cohen & Steers, cutting an estimated $84.1M.

  • 341 institutional investors held Healthcare Realty (HR) as of Q1 2020, up from 339 in Q4 2019.
  • Funds reported $5.48B of Healthcare Realty stock for Q1 2020, down 18% quarter-over-quarter.
  • 45 funds opened new Healthcare Realty positions in Q1 2020 and 37 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q1 2020 was Victory Capital Management, an estimated $160M added.
  • The largest Healthcare Realty seller in Q1 2020 was Cohen & Steers, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2020.