We are live on ! Find out more
HR icon

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
LWM
301
Lenox Wealth Management
Ohio
$3K
TC
302
Truvestments Capital
Florida
$3K
TPWA
303
TRUE Private Wealth Advisors
Oregon
$3K +$3.52K +125 New
ESB
304
Essex Savings Bank
Connecticut
$3K +$5.21K +185 New
GWS
305
Glassman Wealth Services
Virginia
$2K
GWMIA
306
Global Wealth Management Investment Advisory
Florida
$2K
PA
307
Parallel Advisors
California
$2K
LWA
308
Lenox Wealth Advisors
New York
$2K +$2.11K +75 New
MAM
309
Meeder Asset Management
Ohio
$1K -$27.7K -985 -97%
EARNEST Partners
310
EARNEST Partners
Georgia
$1K
LFG
311
Larson Financial Group
Missouri
$1K
JFA
312
JNBA Financial Advisors
Minnesota
$1K +$1.41K +50 New
Arrowstreet Capital
313
Arrowstreet Capital
Massachusetts
-$12.9M -451,410 Closed
WCP
314
Waterfront Capital Partners
New York
-$8.53M -298,369 Closed
FCM
315
Frontier Capital Management
Massachusetts
-$3.68M -128,725 Closed
SCM
316
Stevens Capital Management
Pennsylvania
-$2.54M -88,748 Closed
DekaBank Deutsche Girozentrale
317
DekaBank Deutsche Girozentrale
Germany
-$2.48M -86,400 Closed
HCM
318
HGI Capital Management
New York
-$2.28M -79,645 Closed
EMG
319
Ellington Management Group
Connecticut
-$1.57M -54,900 Closed
JG
320
Jefferies Group
New York
-$1.1M -38,657 Closed
MSL
321
Mackay Shields LLC
New York
-$909K -31,806 Closed
QT
322
Quantbot Technologies
New York
-$859K -30,053 Closed
OAM
323
Oxford Asset Management
United Kingdom
-$851K -29,767 Closed
WCM
324
Weld Capital Management
New York
-$837K -29,266 Closed
SS
325
Simplicity Solutions
Minnesota
-$767K -26,823 Closed

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.