Healthcare Realty
343 hedge funds and large institutions have $6.05B invested in Healthcare Realty in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 121 reducing their positions, and 35 closing their positions.
85% more call options, than puts
Call options by funds: $2.2M | Put options by funds: $1.19M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
34% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 35
8% more capital invested
Capital invested by funds: $5.58B → $6.05B (+$465M)
3.22% more ownership
Funds ownership: 158.28% → 161.5% (+3.2%)
2% more funds holding
Funds holding: 337 → 343 (+6)
4% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 121
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$268M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$71M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$70M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$64.3M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$49.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$198M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$159M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$52.1M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$50.7M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$34.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
AssetMark Inc
Concord,
California
| – | -$4K | -160 | Closed |
|
|
LC
377
Lindbrook Capital
Calabasas,
California
| – | -$1K | -23 | Closed |
|
HR Hedge Fund Activity: Q4 2020 in Review
343 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2020, worth a combined $6.05B — up 8.3% from $5.58B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new HR positions and 35 closed out — a net gain of 12 holders — while 126 added to existing stakes and 121 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $268M. The largest seller was Invesco, cutting an estimated $198M.
- 343 institutional investors held Healthcare Realty (HR) as of Q4 2020, up from 337 in Q3 2020.
- Funds reported $6.05B of Healthcare Realty stock for Q4 2020, up 8.3% quarter-over-quarter.
- 47 funds opened new Healthcare Realty positions in Q4 2020 and 35 closed out, a net change of +12 holders.
- The largest Healthcare Realty buyer in Q4 2020 was Cohen & Steers, an estimated $268M added.
- The largest Healthcare Realty seller in Q4 2020 was Invesco, an estimated $198M sold.
Based on aggregated 13F filings for Q4 2020.