Healthcare Realty
292 hedge funds and large institutions have $5.41B invested in Healthcare Realty in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 118 increasing their positions, 87 reducing their positions, and 39 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
36% more repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 87
23% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 39
2% more funds holding
Funds holding: 285 → 292 (+7)
10% less call options, than puts
Call options by funds: $682K | Put options by funds: $754K
2.11% less ownership
Funds ownership: 165.4% → 163.28% (-2.1%)
13% less capital invested
Capital invested by funds: $6.2B → $5.41B (-$797M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
+$89.8M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$35.5M |
| 3 |
Cohen & Steers
New York
|
+$18.9M |
| 4 |
AAMU
APG Asset Management US
New York
|
+$13.9M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$189M |
| 2 |
ZP
Zimmer Partners
New York
|
-$87.8M |
| 3 |
JP Morgan Chase
New York
|
-$73.3M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$37.8M |
| 5 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$31.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTB
326
Country Trust Bank
Bloomington,
Illinois
| – | -$4K | -144 | Closed |
|
327
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$3K | -84 | Closed |
|
|
DOA
328
D'Orazio & Associates
Falls Church,
Virginia
| – | -$2K | -75 | Closed |
|
|
TG
329
TLP Group
Evanston,
Illinois
| – | -$2K | -60 | Closed |
|
|
WA
330
Winfield Associates
Cleveland,
Ohio
| – | -$2K | -45 | Closed |
|
|
PWM
331
Paulson Wealth Management
Wheaton,
Illinois
| – | -$1K | -40 | Closed |
|
|
PCP
332
Proficio Capital Partners
Newton,
Massachusetts
| – | -$1K | -34 | Closed |
|
HR Hedge Fund Activity: Q1 2018 in Review
292 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2018, worth a combined $5.41B — down 13% from $6.2B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new HR positions and 39 closed out — a net gain of 9 holders — while 118 added to existing stakes and 87 trimmed.
The largest buyer was AEW Capital Management, opening a new position worth an estimated $89.8M. The largest seller was Bank of New York Mellon, cutting an estimated $189M.
- 292 institutional investors held Healthcare Realty (HR) as of Q1 2018, up from 285 in Q4 2017.
- Funds reported $5.41B of Healthcare Realty stock for Q1 2018, down 13% quarter-over-quarter.
- 48 funds opened new Healthcare Realty positions in Q1 2018 and 39 closed out, a net change of +9 holders.
- The largest Healthcare Realty buyer in Q1 2018 was AEW Capital Management, an estimated $89.8M added.
- The largest Healthcare Realty seller in Q1 2018 was Bank of New York Mellon, an estimated $189M sold.
Based on aggregated 13F filings for Q1 2018.