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Healthcare Realty
HR

326 hedge funds and large institutions have $4.78B invested in Healthcare Realty in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 37

6% more funds holding

Funds holding: 308 → 326 (+18)

4% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 110

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7.5% less ownership

Funds ownership: 159.09% → 151.59% (-7.5%)

10% less capital invested

Capital invested by funds: $5.31B → $4.78B (-$531M)

72% less call options, than puts

Call options by funds: $200K | Put options by funds: $704K

Holders
326
Holders Change
+18
Holders Change %
+5.84%
% of All Funds
7.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
58
Increased
114
Reduced
110
Closed
37
Calls
$200K
Puts
$704K
Net Calls
-$504K
Net Calls Change
+$128K

Top Buyers

Rank Fund Capital Flow
1
LIMS
Lasalle Investment Management Securities
Maryland
+$60M
2
CC
Carlson Capital
Texas
+$55M
3
Victory Capital Management
Victory Capital Management
Texas
+$43.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$41.6M
5
American Century Companies
American Century Companies
Missouri
+$40.7M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$383M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$174M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.6M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$33.3M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$42.2M -$383M -14,458,019 -90%
ACM
27
Adelante Capital Management
California
$41.5M -$306K -11,565 -0.7%
American Century Companies
28
American Century Companies
Missouri
$38.9M +$40.7M +1,535,225 New
Morgan Stanley
29
Morgan Stanley
New York
$37.1M +$911K +34,381 +2%
Citadel Advisors
30
Citadel Advisors
Florida
$36.6M +$28.9M +1,091,298 +307%
PS
31
Presima Securities
Quebec, Canada
$35.1M -$495K -18,700 -1%
ESCM
32
Echo Street Capital Management
New York
$29.9M +$1.42M +53,773 +5%
Charles Schwab
33
Charles Schwab
California
$26.3M +$891K +33,628 +3%
Bank of America
34
Bank of America
North Carolina
$24M -$1.91M -72,104 -7%
Ameriprise
35
Ameriprise
Minnesota
$23.9M +$1.75M +66,071 +8%
Goldman Sachs
36
Goldman Sachs
New York
$23.6M -$9.55M -360,601 -28%
Hudson Bay Capital Management
37
Hudson Bay Capital Management
Connecticut
$23.1M +$24.2M +913,996 New
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$23M -$35.6M -1,341,885 -60%
UBS AM
39
UBS AM
Illinois
$22.9M +$934K +35,265 +4%
TA
40
Teachers Advisors
New York
$22.8M +$6.9M +260,330 +41%
CBOA
41
Commonwealth Bank of Australia
Australia
$20.9M +$21.5M +812,008 New
Lord, Abbett & Co
42
Lord, Abbett & Co
New Jersey
$20.4M -$1.17M -44,300 -5%
TCIM
43
TIAA CREF Investment Management
New York
$20.3M +$3.19M +120,357 +18%
BNP Paribas Asset Management
44
BNP Paribas Asset Management
France
$19.3M +$3.21M +121,124 +19%
Wells Fargo
45
Wells Fargo
California
$18.7M +$897K +33,847 +5%
Legal & General Group
46
Legal & General Group
United Kingdom
$18.1M -$314K -11,849 -2%
Invesco
47
Invesco
Georgia
$17.9M +$108K +4,081 +0.6%
SEI Investments
48
SEI Investments
Pennsylvania
$17.3M +$206K +7,770 +1%
SAM
49
Securian Asset Management
Minnesota
$16.1M +$1.17M +44,155 +7%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$15.5M +$14.8M +560,160 +1,041%
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HR Hedge Fund Activity: Q4 2018 in Review

326 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2018, worth a combined $4.78B — down 10% from $5.31B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HR positions and 37 closed out — a net gain of 21 holders — while 114 added to existing stakes and 110 trimmed.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $60M. The largest seller was Cohen & Steers, cutting an estimated $383M.

  • 326 institutional investors held Healthcare Realty (HR) as of Q4 2018, up from 308 in Q3 2018.
  • Funds reported $4.78B of Healthcare Realty stock for Q4 2018, down 10% quarter-over-quarter.
  • 58 funds opened new Healthcare Realty positions in Q4 2018 and 37 closed out, a net change of +21 holders.
  • The largest Healthcare Realty buyer in Q4 2018 was Lasalle Investment Management Securities, an estimated $60M added.
  • The largest Healthcare Realty seller in Q4 2018 was Cohen & Steers, an estimated $383M sold.

Based on aggregated 13F filings for Q4 2018.