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Healthcare Realty
HR

Overview Fund Activity

334 hedge funds and large institutions have $5.58B invested in Healthcare Realty in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 139 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
6.76%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
139
Reduced
103
Closed
35
Calls
$1.21M
Puts
$19.8M
Net Calls
-$18.6M
Net Calls Change
-$20.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$183M
2
Invesco
Invesco
Georgia
+$46.3M
3
NIPH
NN Investment Partners Holdings
Netherlands
+$10.9M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$10.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.21M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$99.5M
2
ESCM
Echo Street Capital Management
New York
-$75.6M
3
Deutsche Bank
Deutsche Bank
Germany
-$51.7M
4
AAMU
APG Asset Management US
New York
-$39.5M
5
PR
Payden & Rygel
California
-$26.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
276
Sowell Financial Services
Arkansas
$84K +$13.1K +504 +19%
NFG
277
Next Financial Group
Texas
$79K +$79K +3,020 New
SWA
278
Sutton Wealth Advisors
Florida
$77.6K – – –
ASN
279
Advisory Services Network
Georgia
$76K +$76K +2,922 New
DAM
280
Delta Asset Management
Tennessee
$63K – – –
IA
281
IFP Advisors
Florida
$54K -$12.9K -495 -19%
APWA
282
Atlas Private Wealth Advisors
New Jersey
$52K -$39K -1,500 -43%
EI
283
Ellevest Inc
New York
$49K -$3.41K -130 -7%
GRP
284
Global Retirement Partners
California
$45K +$526 +20 +1%
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
$45K +$15.8K +607 +54%
WCG
286
Weaver Consulting Group
California
$44K – – –
CI Investments Inc
287
CI Investments Inc
Ontario, Canada
$39K +$39K +1,506 New
SIC
288
Salem Investment Counselors
North Carolina
$38K – – –
BHWM
289
Bay Harbor Wealth Management
Maryland
$36K – – –
CFD
290
Creative Financial Designs
Indiana
$34K – – –
ME
291
McIlrath & Eck
Washington
$34K +$51 +2 +0.2%
Lazard Asset Management
292
Lazard Asset Management
New York
$34K +$16.5K +649 +95%
AF
293
Allworth Financial
California
$33K – – –
Acadian Asset Management
294
Acadian Asset Management
Massachusetts
$30K +$30K +1,153 New
CFA
295
Carroll Financial Associates
North Carolina
$28K – – –
CWC
296
Carolinas Wealth Consulting
North Carolina
$27K +$1K +38 +4%
SPIA
297
Steward Partners Investment Advisory
New York
$23K +$5.07K +197 +28%
BWM
298
BerganKDV Wealth Management
Minnesota
$22K +$78 +3 +0.4%
CIA
299
CSat Investment Advisory
Michigan
$21K +$2.58K +98 +14%
JFGIW
300
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$21K +796 New
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