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Healthcare Realty

339 hedge funds and large institutions have $6.71B invested in Healthcare Realty in 2019 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 122 increasing their positions, 102 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $960K | Put options by funds: $324K

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

23% more capital invested

Capital invested by funds: $5.46B → $6.71B (+$1.25B)

21.93% more ownership

Funds ownership: 143.81%165.74% (+22%)

20% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 102

2% more funds holding

Funds holding: 332339 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
339
Holders Change
+7
Holders Change %
+2.11%
% of All Funds
6.68%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
53
Increased
122
Reduced
102
Closed
42
Calls
$960K
Puts
$324K
Net Calls
+$636K
Net Calls Change
+$580K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$56.1M +$11.9M +396,506 +27%
Northern Trust
27
Northern Trust
Illinois
$55.1M -$1.43M -47,836 -3%
N
28
Nuveen
North Carolina
$49.7M +$2.47M +82,583 +5%
Citadel Advisors
29
Citadel Advisors
Florida
$49.1M -$11.1M -371,980 -19%
ACM
30
Adelante Capital Management
California
$48M +$2.14M +71,670 +5%
Millennium Management
31
Millennium Management
New York
$41.7M +$9.36M +313,258 +29%
Charles Schwab
32
Charles Schwab
California
$36.7M +$1.04M +34,706 +3%
Goldman Sachs
33
Goldman Sachs
New York
$33.6M -$17.1M -573,657 -34%
Legal & General Group
34
Legal & General Group
United Kingdom
$31.7M +$2.19M +73,117 +8%
UBS AM
35
UBS AM
Illinois
$31.4M -$2.52M -84,293 -8%
BPSG
36
Brookfield Public Securities Group
New York
$29.4M +$3.05M +101,900 +12%
Morgan Stanley
37
Morgan Stanley
New York
$29M -$2.36M -79,089 -8%
ESCM
38
Echo Street Capital Management
New York
$28.9M -$41.5M -1,387,284 -59%
PR
39
Payden & Rygel
California
$28.6M +$4.12M +137,900 +17%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$28.1M +$19M +634,298 +215%
AAMU
41
Amundi Asset Management US
Massachusetts
$27.1M +$8.36M +279,650 +46%
WCP
42
Waterfront Capital Partners
New York
$26.6M +$19.5M +652,324 +287%
SEI Investments
43
SEI Investments
Pennsylvania
$26.6M +$7.83M +261,921 +43%
Lord, Abbett & Co
44
Lord, Abbett & Co
New Jersey
$26.3M -$1.06M -35,300 -4%
HRES
45
Heitman Real Estate Securities
Illinois
$25.8M +$25.5M +852,487 New
HS
46
Hazelview Securities
Ontario, Canada
$24.9M +$3.36M +112,500 +16%
WBC
47
Westpac Banking Corp
Australia
$24.7M +$8.21M +274,570 +51%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$23.6M -$528K -17,674 -2%
Invesco
49
Invesco
Georgia
$22.6M -$316K -10,558 -1%
Blackstone Inc
50
Blackstone Inc
New York
$22M +$21.7M +725,000 New

HR Hedge Fund Activity: Q4 2019 in Review

339 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2019, worth a combined $6.71B — up 23% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HR positions and 42 closed out — a net gain of 11 holders — while 122 added to existing stakes and 102 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $645M. The largest seller was JP Morgan Chase, cutting an estimated $46M.

  • 339 institutional investors held Healthcare Realty (HR) as of Q4 2019, up from 332 in Q3 2019.
  • Funds reported $6.71B of Healthcare Realty stock for Q4 2019, up 23% quarter-over-quarter.
  • 53 funds opened new Healthcare Realty positions in Q4 2019 and 42 closed out, a net change of +11 holders.
  • The largest Healthcare Realty buyer in Q4 2019 was Cohen & Steers, an estimated $645M added.
  • The largest Healthcare Realty seller in Q4 2019 was JP Morgan Chase, an estimated $46M sold.

Based on aggregated 13F filings for Q4 2019.