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Healthcare Realty
HR

189 hedge funds and large institutions have $1.33B invested in Healthcare Realty in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

147% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 19

23% more capital invested

Capital invested by funds: $1.08B → $1.33B (+$250M)

17% more ownership

Funds ownership: 53.66% → 70.67% (+17%)

17% more funds holding

Funds holding: 162 → 189 (+27)

76% less call options, than puts

Call options by funds: $201K | Put options by funds: $846K

Holders
189
Holders Change
+27
Holders Change %
+16.67%
% of All Funds
5.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
47
Increased
95
Reduced
36
Closed
19
Calls
$201K
Puts
$846K
Net Calls
-$645K
Net Calls Change
-$464K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$55.9M
2
Cohen & Steers
Cohen & Steers
New York
+$28.4M
3
BIT
BlackRock Institutional Trust
California
+$18.4M
4
Invesco
Invesco
Georgia
+$18M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$15.6M

Top Sellers

Rank Fund Capital Flow
1
VAM
Visium Asset Management
New York
-$5.54M
2
Morgan Stanley
Morgan Stanley
New York
-$3.33M
3
ARTA
A.R.T. Advisors
New York
-$836K
4
Goldman Sachs
Goldman Sachs
New York
-$815K
5
Jane Street
Jane Street
New York
-$759K
Name Holding Trade Value Shares
Change 		Change in
Stake
TA
26
Teachers Advisors
New York
$6.4M +$4.98M +234,820 +260%
Northern Trust
27
Northern Trust
Illinois
$5.81M +$526K +24,820 +9%
Asset Management One
28
Asset Management One
Japan
$5.76M -$364K -17,155 -6%
MNA
29
Manning & Napier Advisors
New York
$5.73M -$594K -28,010 -9%
TIAAOA
30
Teachers Insurance & Annuity Association of America
New York
$5.7M +$4.98M +234,820 +427%
ARC
31
Absolute Return Capital
Massachusetts
$4.72M +$5.08M +239,679 New
AIG
32
American International Group
New York
$4.08M +$1.5M +70,889 +52%
Deutsche Bank
33
Deutsche Bank
Germany
$3.42M +$1.81M +85,526 +97%
Morgan Stanley
34
Morgan Stanley
New York
$3.25M -$3.33M -156,861 -49%
CA
35
Cetera Advisors
Colorado
$3.24M +$3.34M +157,589 +2,238%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$3.24M +$808K +38,111 +30%
PI
37
Putnam Investments
Massachusetts
$3.2M +$80.6K +3,800 +2%
NPC
38
National Planning Corporation
California
$3.13M +$2M +94,289 +145%
TCIM
39
TIAA CREF Investment Management
New York
$2.99M +$33.2K +1,567 +1%
BWFA
40
Baltimore-Washington Financial Advisors
Maryland
$2.98M +$1.15M +54,260 +56%
SAM
41
Securian Asset Management
Minnesota
$2.84M +$1.01M +47,700 +49%
GC
42
Guggenheim Capital
Illinois
$2.79M +$767K +36,188 +34%
Wells Fargo
43
Wells Fargo
California
$2.73M +$1.46M +68,805 +99%
ACI
44
AMP Capital Investors
Australia
$2.55M +$395K +18,613 +17%
PS
45
Presima Securities
Quebec, Canada
$2.53M +$2.73M +128,750 New
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.51M +$1.2M +56,626 +80%
FAAS
47
First Allied Advisory Services
California
$2.5M +$2.29M +107,879 +563%
MAA
48
Managed Account Advisors
New Jersey
$2.47M +$731K +34,470 +38%
RBA
49
Richard Bernstein Advisors
New York
$2.42M +$2.61M +123,007 New
NTCOC
50
Northern Trust Company of Connecticut
Connecticut
$2.42M – – –
1
2
3 4 5

HR Hedge Fund Activity: Q4 2013 in Review

189 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2013, worth a combined $1.33B — up 23% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HR positions and 19 closed out — a net gain of 28 holders — while 95 added to existing stakes and 36 trimmed.

The largest buyer was Vanguard Group, adding an estimated $55.9M. The largest seller was Visium Asset Management, cutting an estimated $5.54M.

  • 189 institutional investors held Healthcare Realty (HR) as of Q4 2013, up from 162 in Q3 2013.
  • Funds reported $1.33B of Healthcare Realty stock for Q4 2013, up 23% quarter-over-quarter.
  • 47 funds opened new Healthcare Realty positions in Q4 2013 and 19 closed out, a net change of +28 holders.
  • The largest Healthcare Realty buyer in Q4 2013 was Vanguard Group, an estimated $55.9M added.
  • The largest Healthcare Realty seller in Q4 2013 was Visium Asset Management, an estimated $5.54M sold.

Based on aggregated 13F filings for Q4 2013.