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Healthcare Realty

297 hedge funds and large institutions have $5.68B invested in Healthcare Realty in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

4.84% more ownership

Funds ownership: 163.28%168.12% (+4.8%)

2% more funds holding

Funds holding: 292297 (+5)

5% more capital invested

Capital invested by funds: $5.41B → $5.68B (+$268M)

24% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 119

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

79% less call options, than puts

Call options by funds: $337K | Put options by funds: $1.58M

Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
6.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
39
Increased
91
Reduced
119
Closed
31
Calls
$337K
Puts
$1.58M
Net Calls
-$1.25M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
51
Asset Management One
Japan
$13.5M -$821K -32,280 -6%
Aviva
52
Aviva
United Kingdom
$12.5M -$674K -26,506 -5%
VLKIM
53
Van Lanschot Kempen Investment Management
Netherlands
$12.2M -$6.54K -257 -0.1%
BNP Paribas Asset Management
54
BNP Paribas Asset Management
France
$12M -$1.74M -68,393 -13%
SO
55
STRS Ohio
Ohio
$11.7M +$3.54M +139,068 +47%
SMDAM
56
Sumitomo Mitsui DS Asset Management
Japan
$11.5M -$2.08M -81,694 -16%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$11.2M +$8.44M +331,667 +404%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$10.8M -$1.03M -40,500 -9%
Swiss National Bank
59
Swiss National Bank
Switzerland
$9.61M
KCM
60
Kennedy Capital Management
Missouri
$9.22M -$111K -4,381 -1%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$8.96M +$60.1K +2,364 +0.7%
LPL Financial
62
LPL Financial
California
$8.62M +$244K +9,580 +3%
RJA
63
Raymond James & Associates
Florida
$8.34M -$16.2M -637,637 -67%
Man Group
64
Man Group
United Kingdom
$8.16M +$567K +22,300 +8%
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$8.15M
PI
66
PGGM Investments
Netherlands
$7.77M
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$7.54M
VRS
68
Virginia Retirement Systems
Virginia
$7.51M -$1.85M -72,800 -21%
HS
69
Hazelview Securities
Ontario, Canada
$7.43M +$1.84M +72,500 +35%
GC
70
Guggenheim Capital
Illinois
$7.41M +$1.08M +42,328 +18%
Robeco Institutional Asset Management
71
Robeco Institutional Asset Management
Netherlands
$7.28M
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$7.25M -$1.65M -64,777 -19%
TIAAOA
73
Teachers Insurance & Annuity Association of America
New York
$7.09M -$57K -2,241 -0.8%
Deutsche Bank
74
Deutsche Bank
Germany
$6.88M -$5.94M -233,339 -48%
SBH
75
Segall Bryant & Hamill
Illinois
$6.79M +$2.57M +100,859 +67%

HR Hedge Fund Activity: Q2 2018 in Review

297 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2018, worth a combined $5.68B — up 5% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HR positions and 31 closed out — a net gain of 8 holders — while 91 added to existing stakes and 119 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $129M. The largest seller was Nuveen, cutting an estimated $54.6M.

  • 297 institutional investors held Healthcare Realty (HR) as of Q2 2018, up from 292 in Q1 2018.
  • Funds reported $5.68B of Healthcare Realty stock for Q2 2018, up 5% quarter-over-quarter.
  • 39 funds opened new Healthcare Realty positions in Q2 2018 and 31 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q2 2018 was Principal Financial Group, an estimated $129M added.
  • The largest Healthcare Realty seller in Q2 2018 was Nuveen, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2018.