Healthcare Realty
276 hedge funds and large institutions have $6.05B invested in Healthcare Realty in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 124 increasing their positions, 79 reducing their positions, and 29 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 79
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
1% less call options, than puts
Call options by funds: $579K | Put options by funds: $584K
2% less capital invested
Capital invested by funds: $6.18B → $6.05B (-$138M)
1% less funds holding
Funds holding: 279 → 276 (-3)
6.72% less ownership
Funds ownership: 170.68% → 163.96% (-6.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$77.1M |
| 2 |
Bank of New York Mellon
New York
|
+$65.8M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$44.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.9M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
-$45.8M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$42.3M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$39.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$37.5M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$21.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NA
301
NewEdge Advisors
New Orleans,
Louisiana
| – | -$40.2K | -1,361 | Closed |
|
302
Lazard Asset Management
New York
| – | -$6K | -200 | Closed |
|
|
CTC
303
Central Trust Company
Jefferson City,
Missouri
| – | -$4K | -116 | Closed |
|
|
PHK
304
Point72 Hong Kong
Hong Kong
| – | -$3K | -84 | Closed |
|
|
FIB
305
First Interstate Bank
Billings,
Montana
| – | -$2K | -74 | Closed |
|
HR Hedge Fund Activity: Q3 2017 in Review
276 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2017, worth a combined $6.05B — down 2.2% from $6.18B a quarter earlier.
Fund positioning in HR was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 124 added to existing stakes and 79 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $77.1M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $45.8M sold.
- 276 institutional investors held Healthcare Realty (HR) as of Q3 2017, down from 279 in Q2 2017.
- Funds reported $6.05B of Healthcare Realty stock for Q3 2017, down 2.2% quarter-over-quarter.
- 29 funds opened new Healthcare Realty positions in Q3 2017 and 29 closed out, a net change of 0 holders.
- The largest Healthcare Realty buyer in Q3 2017 was Cohen & Steers, an estimated $77.1M added.
- The largest Healthcare Realty seller in Q3 2017 was Two Sigma Investments, an estimated $45.8M sold.
Based on aggregated 13F filings for Q3 2017.