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Healthcare Realty
HR

231 hedge funds and large institutions have $3.16B invested in Healthcare Realty in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 75 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 22

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

16% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 75

13% more funds holding

Funds holding: 205 → 231 (+26)

8% more capital invested

Capital invested by funds: $2.93B → $3.16B (+$222M)

1.54% less ownership

Funds ownership: 109.07% → 107.52% (-1.5%)

75% less call options, than puts

Call options by funds: $526K | Put options by funds: $2.07M

Holders
231
Holders Change
+26
Holders Change %
+12.68%
% of All Funds
6.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
48
Increased
87
Reduced
75
Closed
22
Calls
$526K
Puts
$2.07M
Net Calls
-$1.55M
Net Calls Change
-$1.73M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$112M
2
FMA
Fiduciary Management Associates
Illinois
+$22.9M
3
N
Nuveen
North Carolina
+$22.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$19.6M
5
DPIM
Duff & Phelps Investment Management
Illinois
+$18.6M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$234M
2
SAMC
Shinko Asset Management Company
Japan
-$57M
3
PIM
Perkins Investment Management
Illinois
-$24.5M
4
TA
Teachers Advisors
New York
-$19.9M
5
VAM
Visium Asset Management
New York
-$19.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
76
Sumitomo Mitsui Trust Group
Japan
$2.8M +$1.19K +43 +0%
TFA
77
Transamerica Financial Advisors
Florida
$2.77M -$95.6K -3,450 -4%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$2.75M +$157K +5,680 +6%
UCFA
79
United Capital Financial Advisors
Texas
$2.69M -$118K -4,258 -4%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$2.56M -$114K -4,120 -5%
Nomura Asset Management
81
Nomura Asset Management
Japan
$2.55M +$348K +12,557 +17%
ICOA
82
Investment Centers of America
North Dakota
$2.54M +$802K +28,931 +50%
VLKIM
83
Van Lanschot Kempen Investment Management
Netherlands
$2.43M +$262K +9,465 +13%
Morgan Stanley
84
Morgan Stanley
New York
$2.38M +$249K +8,988 +13%
SCM
85
Sterling Capital Management
North Carolina
$2.34M +$277K +10,000 +14%
CCMH
86
Cornerstone Capital Management Holdings
New York
$2.29M +$104K +3,738 +5%
SPC
87
Sigma Planning Corp
Michigan
$2.03M -$135K -4,881 -7%
Commonwealth Equity Services
88
Commonwealth Equity Services
Massachusetts
$2.03M +$109K +3,943 +6%
PAG
89
Private Advisor Group
New Jersey
$2.02M +$682K +24,586 +57%
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$2.02M -$8.32K -300 -0.4%
ARTA
91
A.R.T. Advisors
New York
$1.94M +$1.83M +66,081 New
AIG
92
American International Group
New York
$1.92M -$41K -1,480 -2%
BA
93
BlackRock Advisors
Delaware
$1.85M +$31K +1,119 +2%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$1.8M +$66.9K +2,414 +4%
Macquarie Group
95
Macquarie Group
Australia
$1.74M -$987K -35,613 -38%
Invesco
96
Invesco
Georgia
$1.73M -$234M -8,454,282 -99%
SOADOR
97
State of Alaska Department of Revenue
Alaska
$1.73M – – –
BIM
98
BlackRock Investment Management
Delaware
$1.73M -$185K -6,690 -10%
Ohio Public Employees Retirement System (OPERS)
99
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.46M +$201K +7,248 +17%
PAM
100
Princeton Alpha Management
New Jersey
$1.46M +$1.38M +49,669 New
2 3
4
5 6

HR Hedge Fund Activity: Q1 2016 in Review

231 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2016, worth a combined $3.16B — up 7.6% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new HR positions and 22 closed out — a net gain of 26 holders — while 87 added to existing stakes and 75 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $112M. The largest seller was Invesco, cutting an estimated $234M.

  • 231 institutional investors held Healthcare Realty (HR) as of Q1 2016, up from 205 in Q4 2015.
  • Funds reported $3.16B of Healthcare Realty stock for Q1 2016, up 7.6% quarter-over-quarter.
  • 48 funds opened new Healthcare Realty positions in Q1 2016 and 22 closed out, a net change of +26 holders.
  • The largest Healthcare Realty buyer in Q1 2016 was Cohen & Steers, an estimated $112M added.
  • The largest Healthcare Realty seller in Q1 2016 was Invesco, an estimated $234M sold.

Based on aggregated 13F filings for Q1 2016.