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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
LWM
326
Lenox Wealth Management
Ohio
$3K
Rockefeller Capital Management
327
Rockefeller Capital Management
New York
$3K
TPWA
328
TRUE Private Wealth Advisors
Oregon
$3K
GWS
329
Glassman Wealth Services
Virginia
$2K -$242 -8 -8%
GWMIA
330
Global Wealth Management Investment Advisory
Florida
$2K
LWA
331
Lenox Wealth Advisors
New York
$2K
TWA
332
TCI Wealth Advisors
Arizona
$2K +$514 +17 +29%
OPS
333
Orion Portfolio Solutions
Nebraska
$2K +$1.81K +60 +162%
ABC
334
Associated Banc-Corp
Wisconsin
$2K +$2.96K +98 New
EW
335
Evoke Wealth
California
$1.46K
EARNEST Partners
336
EARNEST Partners
Georgia
$1K
LFG
337
Larson Financial Group
Missouri
$1K
CCA
338
Column Capital Advisors
Indiana
$1K +$1.03K +34 New
AA
339
AlphaMark Advisors
Kentucky
$1K +$1.69K +56 New
Blackstone Inc
340
Blackstone Inc
New York
-$22M -725,000 Closed
CC
341
Carlson Capital
Texas
-$18.8M -620,670 Closed
Alyeska Investment Group
342
Alyeska Investment Group
Illinois
-$16.1M -531,137 Closed
UOC
343
UBS O'Connor
Illinois
-$9.37M -309,300 Closed
Nordea Investment Management
344
Nordea Investment Management
Sweden
-$5.04M -167,502 Closed
CM
345
Crestline Management
Texas
-$4.91M -162,100 Closed
SBH
346
Segall Bryant & Hamill
Illinois
-$4.86M -160,592 Closed
Jacobs Levy Equity Management
347
Jacobs Levy Equity Management
New Jersey
-$1.83M -60,436 Closed
WG
348
Winton Group
United Kingdom
-$1.36M -44,879 Closed
JWCA
349
J.W. Cole Advisors
Florida
-$1.26M -41,493 Closed
FAF
350
Första AP-fonden
Sweden
-$1.18M -39,050 Closed

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.