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Healthcare Realty
HR

279 hedge funds and large institutions have $6.18B invested in Healthcare Realty in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 37

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

59.48% more ownership

Funds ownership: 111.2% → 170.68% (+59%)

52% more capital invested

Capital invested by funds: $4.07B → $6.18B (+$2.11B)

15% more funds holding

Funds holding: 242 → 279 (+37)

2% more call options, than puts

Call options by funds: $855K | Put options by funds: $841K

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
6.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
151
Reduced
37
Closed
19
Calls
$855K
Puts
$841K
Net Calls
+$14K
Net Calls Change
-$297K

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$281M
2
ZP
Zimmer Partners
New York
+$272M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$237M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
BlackRock
BlackRock
New York
+$126M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$171M
2
Goldman Sachs
Goldman Sachs
New York
-$18.2M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$9.87M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$7.69M
5
VRS
Virginia Retirement Systems
Virginia
-$6.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$14.7M +$9.53M +302,296 +177%
SAM
52
Securian Asset Management
Minnesota
$14.1M +$2.2M +69,700 +18%
WCP
53
Waterfront Capital Partners
New York
$13.7M +$1.13M +35,823 +9%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$13.3M +$4.28M +135,899 +47%
HRES
55
Heitman Real Estate Securities
Illinois
$12.6M +$12.8M +405,922 New
KCM
56
Kennedy Capital Management
Missouri
$12.5M +$2.14M +67,735 +20%
BNP Paribas Asset Management
57
BNP Paribas Asset Management
France
$12.3M +$12.5M +396,370 New
SMDAM
58
Sumitomo Mitsui DS Asset Management
Japan
$12.2M +$12.1M +384,758 +5,086%
CS
59
Credit Suisse
Switzerland
$12.1M +$1.06M +33,560 +9%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$11.3M +$2.87M +91,010 +34%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$10.2M -$403K -12,780 -4%
California Public Employees Retirement System
62
California Public Employees Retirement System
California
$10.1M +$3.9M +123,600 +62%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$10.1M -$1.13M -35,996 -10%
Swiss National Bank
64
Swiss National Bank
Switzerland
$9.92M +$2.69M +85,200 +36%
AACA
65
American Assets Capital Advisers
California
$9.83M +$4.73M +150,006 +91%
Point72 Asset Management
66
Point72 Asset Management
Connecticut
$9.62M +$9.75M +309,200 New
Credit Agricole
67
Credit Agricole
France
$9.47M +$335K +10,637 +4%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$9.22M +$2.62M +83,162 +39%
LPL Financial
69
LPL Financial
California
$8.96M +$234K +7,411 +3%
Citadel Advisors
70
Citadel Advisors
Florida
$8.68M +$4.21M +133,604 +92%
RJA
71
Raymond James & Associates
Florida
$8.61M +$8.15M +258,612 +1,431%
Russell Investments Group
72
Russell Investments Group
United Kingdom
$8.49M -$9.87M -313,163 -53%
Deutsche Bank
73
Deutsche Bank
Germany
$8.4M -$171M -5,434,361 -95%
DCM
74
Driehaus Capital Management
Illinois
$7.82M -$1.74M -55,200 -18%
SO
75
STRS Ohio
Ohio
$7.59M +$912K +28,930 +13%
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HR Hedge Fund Activity: Q2 2017 in Review

279 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2017, worth a combined $6.18B — up 52% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HR positions and 19 closed out — a net gain of 41 holders — while 151 added to existing stakes and 37 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $281M. The largest seller was Deutsche Bank, cutting an estimated $171M.

  • 279 institutional investors held Healthcare Realty (HR) as of Q2 2017, up from 242 in Q1 2017.
  • Funds reported $6.18B of Healthcare Realty stock for Q2 2017, up 52% quarter-over-quarter.
  • 60 funds opened new Healthcare Realty positions in Q2 2017 and 19 closed out, a net change of +41 holders.
  • The largest Healthcare Realty buyer in Q2 2017 was Cohen & Steers, an estimated $281M added.
  • The largest Healthcare Realty seller in Q2 2017 was Deutsche Bank, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2017.