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Healthcare Realty
HR

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
202
Holders Change
+13
Holders Change %
+6.88%
% of All Funds
5.83%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
85
Reduced
59
Closed
14
Calls
–
Puts
$665K
Net Calls
-$665K
Net Calls Change
-$20K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$47.6M
2
Invesco
Invesco
Georgia
+$44.2M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$29M
4
Cohen & Steers
Cohen & Steers
New York
+$25.6M
5
PS
Presima Securities
Quebec, Canada
+$17.7M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$7.49M
2
LPL Financial
LPL Financial
California
-$4.31M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$4.22M
4
Goldman Sachs
Goldman Sachs
New York
-$3.81M
5
N
Nuveen
North Carolina
-$2.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$1.78M -$47.6K -2,187 -3%
Dimensional Fund Advisors
77
Dimensional Fund Advisors
Texas
$1.72M +$1.64M +75,424 New
UCFA
78
United Capital Financial Advisors
Texas
$1.71M +$322K +14,762 +25%
KCM
79
Kennedy Capital Management
Missouri
$1.71M -$45K -2,065 -3%
PPA
80
Parametric Portfolio Associates
Washington
$1.67M +$30K +1,378 +2%
AllianceBernstein
81
AllianceBernstein
Tennessee
$1.5M +$504K +23,116 +54%
TC
82
TFS Capital
Pennsylvania
$1.49M -$107K -4,904 -7%
Sumitomo Mitsui Trust Group
83
Sumitomo Mitsui Trust Group
Japan
$1.37M +$106K +4,886 +9%
U
84
UBS
Switzerland
$1.32M +$907K +41,641 +257%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$1.3M +$923K +42,370 +287%
ICAS
86
Investors Capital Advisory Services
Massachusetts
$1.3M -$231K -10,620 -16%
GCA
87
GSI Capital Advisors
California
$1.29M +$1.24M +56,800 New
GC
88
Globeflex Capital
California
$1.28M – – –
AAIM
89
American Assets Investment Management
California
$1.24M +$1.19M +54,586 New
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$1.24M +$1.18M +54,215 New
SCM
91
Sterling Capital Management
North Carolina
$1.16M +$1.11M +50,915 New
CONA
92
Capital One National Association
New York
$1.08M +$62.4K +2,863 +6%
ICOA
93
Investment Centers of America
North Dakota
$1.08M +$524K +24,052 +92%
FWCM
94
First Western Capital Management
California
$1.06M +$88K +4,039 +10%
NCMW
95
Northern Capital Management (Wisconsin)
Wisconsin
$1.03M +$101K +4,625 +11%
VFS
96
VSR Financial Services
Kansas
$994K -$766K -35,177 -45%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$952K +$46.9K +2,155 +5%
RhumbLine Advisers
98
RhumbLine Advisers
Massachusetts
$927K +$34.1K +1,565 +4%
TF
99
Trutina Financial
Washington
$907K +$868K +39,825 New
SI
100
SII Investments
Wisconsin
$887K -$199K -9,154 -18%
2 3
4
5 6

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.