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Healthcare Realty

276 hedge funds and large institutions have $6.05B invested in Healthcare Realty in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 124 increasing their positions, 79 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 79

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less call options, than puts

Call options by funds: $579K | Put options by funds: $584K

2% less capital invested

Capital invested by funds: $6.18B → $6.05B (-$138M)

1% less funds holding

Funds holding: 279276 (-3)

6.72% less ownership

Funds ownership: 170.68%163.96% (-6.7%)

Holders
276
Holders Change
-3
Holders Change %
-1.08%
% of All Funds
6.88%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
29
Increased
124
Reduced
79
Closed
29
Calls
$579K
Puts
$584K
Net Calls
-$5K
Net Calls Change
-$19K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
26
Adelante Capital Management
California
$47.7M -$3.26M -107,377 -6%
TA
27
Teachers Advisors
New York
$45.5M +$4.8M +157,892 +12%
FCM
28
Frontier Capital Management
Massachusetts
$42.8M -$4.41M -145,056 -9%
N
29
Nuveen
North Carolina
$40.1M +$7.94M +261,536 +24%
American Century Companies
30
American Century Companies
Missouri
$34.7M +$4.26M +140,144 +14%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$33.3M +$1.8M +59,332 +6%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$30.1M -$1.32M -43,500 -4%
PI
33
PGGM Investments
Netherlands
$29.3M -$7.64M -251,694 -20%
TCIM
34
TIAA CREF Investment Management
New York
$26.6M +$1.12M +36,866 +4%
Invesco
35
Invesco
Georgia
$25M +$374K +12,299 +1%
SEI Investments
36
SEI Investments
Pennsylvania
$24.9M +$704K +23,168 +3%
Ameriprise
37
Ameriprise
Minnesota
$24.7M -$4.14M -136,460 -14%
Goldman Sachs
38
Goldman Sachs
New York
$22.3M -$4.55M -149,962 -17%
RJA
39
Raymond James & Associates
Florida
$22M +$14.1M +462,887 +167%
Charles Schwab
40
Charles Schwab
California
$21.2M -$5.63M -185,320 -21%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$20.1M -$6.76M -222,647 -25%
Legal & General Group
42
Legal & General Group
United Kingdom
$18.2M +$2.36M +77,724 +15%
UBS AM
43
UBS AM
Illinois
$17.9M -$631K -20,774 -3%
Aviva
44
Aviva
United Kingdom
$16.6M +$794K +26,145 +5%
Wells Fargo
45
Wells Fargo
California
$16.2M +$2.17M +71,335 +15%
WCP
46
Waterfront Capital Partners
New York
$16M +$2.96M +97,382 +22%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$15.8M +$3.12M +102,700 +24%
Asset Management One
48
Asset Management One
Japan
$15M +$533K +17,549 +4%
Neuberger Berman Group
49
Neuberger Berman Group
New York
$14.3M +$4.79M +157,557 +49%
SAM
50
Securian Asset Management
Minnesota
$14.3M +$835K +27,500 +6%

HR Hedge Fund Activity: Q3 2017 in Review

276 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2017, worth a combined $6.05B — down 2.2% from $6.18B a quarter earlier.

Fund positioning in HR was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 124 added to existing stakes and 79 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $77.1M. The largest seller was Two Sigma Investments, exiting entirely with an estimated $45.8M sold.

  • 276 institutional investors held Healthcare Realty (HR) as of Q3 2017, down from 279 in Q2 2017.
  • Funds reported $6.05B of Healthcare Realty stock for Q3 2017, down 2.2% quarter-over-quarter.
  • 29 funds opened new Healthcare Realty positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Healthcare Realty buyer in Q3 2017 was Cohen & Steers, an estimated $77.1M added.
  • The largest Healthcare Realty seller in Q3 2017 was Two Sigma Investments, an estimated $45.8M sold.

Based on aggregated 13F filings for Q3 2017.