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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
WQ
301
Wealth Quarterback
New Jersey
$18.7K +$242 +8 +1%
PI
302
PineBridge Investments
New York
$18K -$9.97K -330 -30%
RFM
303
Royal Fund Management
Florida
$18K
Northwestern Mutual Wealth Management
304
Northwestern Mutual Wealth Management
Wisconsin
$17K -$46.8K -1,550 -68%
SPIA
305
Steward Partners Investment Advisory
New York
$16K +$181 +6 +0.9%
GI
306
Gradient Investments
Minnesota
$14K -$1.09K -36 -6%
LWS
307
Lucia Wealth Services
California
$12K
SCA
308
Stonebridge Capital Advisors
Minnesota
$12K
FHA
309
First Horizon Advisors
Tennessee
$12K +$15.1K +499 New
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$17.9K -592 -56%
EFSCE
311
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
LC
312
Lindbrook Capital
California
$10K -$6.07K -201 -32%
RE
313
RBC Europe
United Kingdom
$9.66K
BCA
314
Berman Capital Advisors
Georgia
$9K -$725 -24 -6%
MSFP
315
Mark Sheptoff Financial Planning
Connecticut
$9K
CTC
316
Central Trust Company
Missouri
$9K +$4.53K +150 +74%
EWM
317
Endurance Wealth Management
Rhode Island
$8K
MPWT
318
MassMutual Private Wealth & Trust
Connecticut
$8K
LFG
319
LifePlan Financial Group
Ohio
$7K
GSWM
320
Golden State Wealth Management
California
$7K +$9.03K +299 New
KFS
321
Kelly Financial Services
Massachusetts
$6.68K
IFAM
322
Institutional & Family Asset Management
Colorado
$6K
RWML
323
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5K +$5.29K +175 +565%
Federated Hermes
324
Federated Hermes
Pennsylvania
$4K +$2.63K +87 +110%
WAP
325
Wealthcare Advisory Partners
Pennsylvania
$4K +$4.53K +150 New

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.