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Healthcare Realty
HR

337 hedge funds and large institutions have $5.58B invested in Healthcare Realty in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 103

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

1% more funds holding

Funds holding: 335 → 337 (+2)

1% less capital invested

Capital invested by funds: $5.67B → $5.58B (-$84.2M)

3.26% less ownership

Funds ownership: 161.53% → 158.28% (-3.3%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

94% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $19.8M

Holders
337
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
142
Reduced
103
Closed
35
Calls
$1.21M
Puts
$19.8M
Net Calls
-$18.6M
Net Calls Change
-$20.3M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$185M
2
Invesco
Invesco
Georgia
+$46.7M
3
Millennium Management
Millennium Management
New York
+$13.1M
4
NIPH
NN Investment Partners Holdings
Netherlands
+$11M
5
LIMS
Lasalle Investment Management Securities
Maryland
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$100M
2
ESCM
Echo Street Capital Management
New York
-$76.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$52.2M
4
AAMU
APG Asset Management US
New York
-$39.9M
5
PR
Payden & Rygel
California
-$26.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Asset Management One
51
Asset Management One
Japan
$13.5M +$620K +23,634 +5%
VRS
52
Virginia Retirement Systems
Virginia
$13.5M +$320K +12,200 +2%
Barclays
53
Barclays
United Kingdom
$13.2M +$5.68M +216,348 +75%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$13.1M +$419K +15,979 +3%
AAMU
55
Amundi Asset Management US
Massachusetts
$12.9M +$850K +32,411 +7%
SEI Investments
56
SEI Investments
Pennsylvania
$12.9M +$1.85M +70,345 +17%
Swiss National Bank
57
Swiss National Bank
Switzerland
$12.9M +$302K +11,500 +2%
State of New Jersey Common Pension Fund D
58
State of New Jersey Common Pension Fund D
New Jersey
$12.9M +$136K +5,201 +1%
UBS Group
59
UBS Group
Switzerland
$11.4M +$1.55M +59,207 +16%
Ameriprise
60
Ameriprise
Minnesota
$11M +$222K +8,464 +2%
Citigroup
61
Citigroup
New York
$10.9M +$4.81M +183,275 +77%
NIPH
62
NN Investment Partners Holdings
Netherlands
$10.9M +$11M +418,300 New
GC
63
Guggenheim Capital
Illinois
$10.5M +$152K +5,784 +1%
Wells Fargo
64
Wells Fargo
California
$10.4M +$1.19M +45,258 +13%
Osaic Holdings
65
Osaic Holdings
Arizona
$10.2M +$228K +8,695 +2%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$9.97M +$144K +5,502 +1%
PS
67
Presima Securities
Quebec, Canada
$9.82M +$881K +33,580 +10%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$9.44M -$971K -37,000 -9%
Aviva
69
Aviva
United Kingdom
$9.39M +$615K +23,428 +7%
RCM
70
RVB Capital Management
New York
$9.1M +$6.76M +257,500 +278%
Macquarie Group
71
Macquarie Group
Australia
$9.09M -$700K -26,680 -7%
CS
72
Credit Suisse
Switzerland
$8.82M +$687K +26,195 +8%
REMS
73
Real Estate Management Services
$8.4M +$2.48M +94,400 +41%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.18M +$140K +5,330 +2%
Alyeska Investment Group
75
Alyeska Investment Group
Illinois
$7.8M +$7.87M +300,000 New
1 2
3
4 5

HR Hedge Fund Activity: Q3 2020 in Review

337 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2020, worth a combined $5.58B — down 1.5% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HR positions and 35 closed out — a net gain of 5 holders — while 142 added to existing stakes and 103 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $185M. The largest seller was Fidelity Investments, cutting an estimated $100M.

  • 337 institutional investors held Healthcare Realty (HR) as of Q3 2020, up from 335 in Q2 2020.
  • Funds reported $5.58B of Healthcare Realty stock for Q3 2020, down 1.5% quarter-over-quarter.
  • 40 funds opened new Healthcare Realty positions in Q3 2020 and 35 closed out, a net change of +5 holders.
  • The largest Healthcare Realty buyer in Q3 2020 was Cohen & Steers, an estimated $185M added.
  • The largest Healthcare Realty seller in Q3 2020 was Fidelity Investments, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2020.