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Healthcare Realty
HR

311 hedge funds and large institutions have $5.2B invested in Healthcare Realty in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

690% more call options, than puts

Call options by funds: $474K | Put options by funds: $60K

0.39% more ownership

Funds ownership: 146.33% → 146.71% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

3% less capital invested

Capital invested by funds: $5.39B → $5.2B (-$188M)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 108

8% less funds holding

Funds holding: 337 → 311 (-26)

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

Holders
311
Holders Change
-26
Holders Change %
-7.72%
% of All Funds
6.75%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
33
Increased
101
Reduced
108
Closed
53
Calls
$474K
Puts
$60K
Net Calls
+$414K
Net Calls Change
+$67K

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$134M
2
N
Nuveen
North Carolina
+$73.9M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$41.6M
4
LIMS
Lasalle Investment Management Securities
Maryland
+$31.5M
5
ESCM
Echo Street Capital Management
New York
+$24.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$114M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$45.5M
3
CIM
Centersquare Investment Management
Pennsylvania
-$37.6M
4
Renaissance Technologies
Renaissance Technologies
New York
-$30.3M
5
PS
Presima Securities
Quebec, Canada
-$19.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$49.3M +$4.39M +155,884 +10%
WMSA
27
Weiss Multi-Strategy Advisers
New York
$45.6M +$6.02M +213,880 +15%
Renaissance Technologies
28
Renaissance Technologies
New York
$39.8M -$30.3M -1,074,900 -43%
ACM
29
Adelante Capital Management
California
$39.2M -$2.42M -85,880 -6%
Citadel Advisors
30
Citadel Advisors
Florida
$39.1M +$6.83M +242,498 +21%
Morgan Stanley
31
Morgan Stanley
New York
$38.6M -$8.84M -314,016 -18%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$35.7M -$3.91M -138,758 -10%
Millennium Management
33
Millennium Management
New York
$35.7M -$10.8M -384,300 -23%
Bank of America
34
Bank of America
North Carolina
$34.9M +$13.3M +471,948 +59%
CBOA
35
Commonwealth Bank of Australia
Australia
$32.6M +$8.49M +301,392 +34%
Charles Schwab
36
Charles Schwab
California
$31.4M +$639K +22,706 +2%
Lord, Abbett & Co
37
Lord, Abbett & Co
New Jersey
$27.7M -$2.46M -87,500 -8%
PAMU
38
Pictet Asset Management (UK)
United Kingdom
$27.5M +$2.2M +78,128 +8%
Goldman Sachs
39
Goldman Sachs
New York
$27M -$1.62M -57,489 -6%
UBS AM
40
UBS AM
Illinois
$26.9M -$1.98M -70,362 -7%
Legal & General Group
41
Legal & General Group
United Kingdom
$24.6M +$4.29M +152,428 +20%
HS
42
Hazelview Securities
Ontario, Canada
$22.7M +$6.7M +237,900 +40%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$22.1M +$14M +497,551 +162%
Ameriprise
44
Ameriprise
Minnesota
$21.2M -$2.53M -89,996 -10%
Hudson Bay Capital Management
45
Hudson Bay Capital Management
Connecticut
$19.9M -$5.21M -184,953 -20%
Invesco
46
Invesco
Georgia
$19.5M -$1.89M -67,300 -9%
Deutsche Bank
47
Deutsche Bank
Germany
$17.8M -$3.34M -118,601 -15%
BNP Paribas Asset Management
48
BNP Paribas Asset Management
France
$17.5M -$1.01M -35,702 -5%
Wells Fargo
49
Wells Fargo
California
$15.5M +$485K +17,212 +3%
PS
50
Presima Securities
Quebec, Canada
$15.3M -$19.6M -694,613 -55%
1
2
3 4 5

HR Hedge Fund Activity: Q2 2019 in Review

311 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2019, worth a combined $5.2B — down 3.5% from $5.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of HR and 33 opened new positions — a net loss of 20 holders — while 108 trimmed existing stakes and 101 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $114M.

  • 311 institutional investors held Healthcare Realty (HR) as of Q2 2019, down from 337 in Q1 2019.
  • Funds reported $5.2B of Healthcare Realty stock for Q2 2019, down 3.5% quarter-over-quarter.
  • 33 funds opened new Healthcare Realty positions in Q2 2019 and 53 closed out, a net change of -20 holders.
  • The largest Healthcare Realty buyer in Q2 2019 was T. Rowe Price Associates, an estimated $134M added.
  • The largest Healthcare Realty seller in Q2 2019 was JP Morgan Chase, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.