We are live on ! Find out more
HR icon

Healthcare Realty

297 hedge funds and large institutions have $5.68B invested in Healthcare Realty in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

4.84% more ownership

Funds ownership: 163.28%168.12% (+4.8%)

2% more funds holding

Funds holding: 292297 (+5)

5% more capital invested

Capital invested by funds: $5.41B → $5.68B (+$268M)

24% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 119

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

79% less call options, than puts

Call options by funds: $337K | Put options by funds: $1.58M

Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
6.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
39
Increased
91
Reduced
119
Closed
31
Calls
$337K
Puts
$1.58M
Net Calls
-$1.25M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
301
GRS Advisors
Illinois
-$8.93M -337,426 Closed
AACA
302
American Assets Capital Advisers
California
-$8.35M -315,501 Closed
Wellington Management Group
303
Wellington Management Group
Massachusetts
-$5.09M -192,520 Closed
DCM
304
Driehaus Capital Management
Illinois
-$4.14M -156,567 Closed
BSAM
305
Blue Sky Asset Management
Colorado
-$1.1M -41,760 Closed
Susquehanna International Group
306
Susquehanna International Group
Pennsylvania
-$631K -23,871 Closed
GCP
307
GSA Capital Partners
United Kingdom
-$385K -14,561 Closed
TCM
308
Teza Capital Management
Illinois
-$319K -12,075 Closed
FIM
309
Freedom Investment Management
Connecticut
-$289K -10,935 Closed
NERM
310
New England Research & Management
Illinois
-$280K -10,600 Closed
WP
311
WealthPLAN Partners
Nebraska
-$240K -9,075 Closed
KI
312
Koch Industries
Kansas
-$239K -9,042 Closed
RJT
313
Raymond James Trust
Florida
-$221K -8,335 Closed
MCWS
314
McKinley Carter Wealth Services
West Virginia
-$120K -4,525 Closed
GT
315
Glenmede Trust
Pennsylvania
-$120K -4,000 Closed
NIT
316
NumerixS Investment Technologies
British Columbia, Canada
-$103K -3,900 Closed
SWP
317
Stratos Wealth Partners
Ohio
-$101K -3,830 Closed
IOOF
318
Independent Order of Foresters
Ontario, Canada
-$74K -2,788 Closed
Simplex Trading
319
Simplex Trading
Illinois
-$58.8K -2,311 Closed
PG
320
PEAK6 Group
Illinois
-$46K -1,806 Closed
FCMT
321
Founders Capital Management (Texas)
Texas
-$44K -1,672 Closed
PS
322
Portfolio Solutions
Michigan
-$13K -500 Closed
QAM
323
QCI Asset Management
New York
-$10K -375 Closed
SWP
324
Strategic Wealth Partners
Ohio
-$9K -350 Closed
HFP
325
Holistic Financial Partners
Indiana
-$4K -167 Closed

HR Hedge Fund Activity: Q2 2018 in Review

297 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2018, worth a combined $5.68B — up 5% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HR positions and 31 closed out — a net gain of 8 holders — while 91 added to existing stakes and 119 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $129M. The largest seller was Nuveen, cutting an estimated $54.6M.

  • 297 institutional investors held Healthcare Realty (HR) as of Q2 2018, up from 292 in Q1 2018.
  • Funds reported $5.68B of Healthcare Realty stock for Q2 2018, up 5% quarter-over-quarter.
  • 39 funds opened new Healthcare Realty positions in Q2 2018 and 31 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q2 2018 was Principal Financial Group, an estimated $129M added.
  • The largest Healthcare Realty seller in Q2 2018 was Nuveen, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2018.