Healthcare Realty
202 hedge funds and large institutions have $1.76B invested in Healthcare Realty in 2014 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 85 increasing their positions, 59 reducing their positions, and 14 closing their positions.
114% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 14
44% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 59
32% more capital invested
Capital invested by funds: $1.33B → $1.76B (+$428M)
9.93% more ownership
Funds ownership: 70.67% → 80.59% (+9.9%)
7% more funds holding
Funds holding: 189 → 202 (+13)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $665K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$47.6M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$44.2M |
| 3 |
Bank of New York Mellon
New York
|
+$29M |
| 4 |
Cohen & Steers
New York
|
+$25.6M |
| 5 |
PS
Presima Securities
Montreal,
Quebec, Canada
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$7.49M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.31M |
| 3 |
D.E. Shaw & Co
New York
|
-$4.22M |
| 4 |
Goldman Sachs
New York
|
-$3.81M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.6M |
HR Hedge Fund Activity: Q1 2014 in Review
202 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2014, worth a combined $1.76B — up 32% from $1.33B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new HR positions and 14 closed out — a net gain of 16 holders — while 85 added to existing stakes and 59 trimmed.
The largest buyer was Vanguard Group, adding an estimated $47.6M. The largest seller was Millennium Management, exiting entirely with an estimated $7.49M sold.
- 202 institutional investors held Healthcare Realty (HR) as of Q1 2014, up from 189 in Q4 2013.
- Funds reported $1.76B of Healthcare Realty stock for Q1 2014, up 32% quarter-over-quarter.
- 30 funds opened new Healthcare Realty positions in Q1 2014 and 14 closed out, a net change of +16 holders.
- The largest Healthcare Realty buyer in Q1 2014 was Vanguard Group, an estimated $47.6M added.
- The largest Healthcare Realty seller in Q1 2014 was Millennium Management, an estimated $7.49M sold.
Based on aggregated 13F filings for Q1 2014.