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Healthcare Realty

311 hedge funds and large institutions have $5.2B invested in Healthcare Realty in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

690% more call options, than puts

Call options by funds: $474K | Put options by funds: $60K

0.39% more ownership

Funds ownership: 146.33%146.71% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $5.39B → $5.2B (-$188M)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 108

8% less funds holding

Funds holding: 337311 (-26)

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

Holders
311
Holders Change
-26
Holders Change %
-7.72%
% of All Funds
6.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
101
Reduced
108
Closed
53
Calls
$474K
Puts
$60K
Net Calls
+$414K
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Securian Asset Management
Minnesota
$15M -$1.02M -36,200 -6%
CM
52
Crestline Management
Texas
$14.3M +$14.6M +519,700 New
SEI Investments
53
SEI Investments
Pennsylvania
$14M +$315K +11,196 +2%
SO
54
STRS Ohio
Ohio
$13.2M -$674K -23,932 -5%
WBC
55
Westpac Banking Corp
Australia
$13M +$1.85M +65,552 +16%
AAMU
56
Amundi Asset Management US
Massachusetts
$13M +$10.5M +372,426 +371%
Neuberger Berman Group
57
Neuberger Berman Group
New York
$12.4M +$457K +16,242 +4%
VLKIM
58
Van Lanschot Kempen Investment Management
Netherlands
$12.3M +$3.73M +132,477 +42%
Asset Management One
59
Asset Management One
Japan
$12.3M -$571K -20,274 -4%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$11.8M -$296K -10,500 -2%
Alyeska Investment Group
61
Alyeska Investment Group
Illinois
$11.6M +$5.91M +209,807 +98%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$11.1M +$2.41M +85,591 +27%
Swiss National Bank
63
Swiss National Bank
Switzerland
$10.5M +$135K +4,800 +1%
CS
64
Credit Suisse
Switzerland
$10.1M -$366K -13,008 -3%
Aviva
65
Aviva
United Kingdom
$9.32M -$1.58M -56,101 -14%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$8.88M -$69.9K -2,483 -0.8%
KCM
67
Kennedy Capital Management
Missouri
$8.6M -$67.9K -2,411 -0.8%
State of New Jersey Common Pension Fund D
68
State of New Jersey Common Pension Fund D
New Jersey
$8.3M +$656K +23,300 +8%
MNG
69
Manning & Napier Group
New York
$8.22M
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$8.1M +$800K +28,427 +11%
SBH
71
Segall Bryant & Hamill
Illinois
$8.06M +$80.6K +2,861 +1%
UBS Group
72
UBS Group
Switzerland
$8.03M +$2.54M +90,368 +45%
PPA
73
Parametric Portfolio Associates
Washington
$7.75M +$647K +22,991 +9%
LPL Financial
74
LPL Financial
California
$7.73M -$150K -5,327 -2%
HWC
75
Hill Winds Capital
New York
$7.54M +$1.69M +60,000 +28%

HR Hedge Fund Activity: Q2 2019 in Review

311 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2019, worth a combined $5.2B — down 3.5% from $5.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of HR and 33 opened new positions — a net loss of 20 holders — while 108 trimmed existing stakes and 101 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $114M.

  • 311 institutional investors held Healthcare Realty (HR) as of Q2 2019, down from 337 in Q1 2019.
  • Funds reported $5.2B of Healthcare Realty stock for Q2 2019, down 3.5% quarter-over-quarter.
  • 33 funds opened new Healthcare Realty positions in Q2 2019 and 53 closed out, a net change of -20 holders.
  • The largest Healthcare Realty buyer in Q2 2019 was T. Rowe Price Associates, an estimated $134M added.
  • The largest Healthcare Realty seller in Q2 2019 was JP Morgan Chase, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.