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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
Charles Schwab
51
Charles Schwab
California
$2.35M +$84.3K +3,974 +3%
Wellington Management Group
52
Wellington Management Group
Massachusetts
$2.2M +$883K +41,628 +59%
CS
53
Credit Suisse
Switzerland
$2.05M +$714K +33,653 +48%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.98M +$13.8K +650 +0.6%
PCM
55
Piermont Capital Management
Missouri
$1.85M +$2M +94,170 New
TFA
56
Transamerica Financial Advisors
Florida
$1.77M +$835K +39,376 +78%
BIM
57
BlackRock Investment Management
Delaware
$1.7M -$645K -30,443 -26%
ClearBridge Investments
58
ClearBridge Investments
New York
$1.67M +$913K +43,050 +103%
PAG
59
Private Advisor Group
New Jersey
$1.58M +$1.7M +80,271 New
VFS
60
VSR Financial Services
Kansas
$1.55M +$775K +36,553 +87%
KCM
61
Kennedy Capital Management
Missouri
$1.51M -$38.8K -1,829 -2%
Swiss National Bank
62
Swiss National Bank
Switzerland
$1.49M +$669K +31,537 +72%
PPA
63
Parametric Portfolio Associates
Washington
$1.41M +$558K +26,300 +58%
TC
64
TFS Capital
Pennsylvania
$1.38M -$311K -14,685 -17%
SOADOR
65
State of Alaska Department of Revenue
Alaska
$1.37M +$1.06M +49,860 +252%
ICAS
66
Investors Capital Advisory Services
Massachusetts
$1.33M +$455K +21,475 +46%
DADC
67
D.A. Davidson & Co
Montana
$1.2M +$213K +10,038 +20%
UCFA
68
United Capital Financial Advisors
Texas
$1.18M +$146K +6,884 +13%
GC
69
Globeflex Capital
California
$1.11M +$1.2M +56,408 New
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$1.09M -$37.5K -1,769 -3%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$1M +$1.02M +48,155 +2,006%
SI
72
SII Investments
Wisconsin
$999K -$750K -35,366 -41%
AQR Capital Management
73
AQR Capital Management
Connecticut
$898K +$968K +45,650 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$879K +$641K +30,215 +209%
CONA
75
Capital One National Association
New York
$878K +$946K +44,621 New
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.