We are live on ! Find out more
HR icon

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
FCM
76
Frontier Capital Management
Massachusetts
$6.38M +$1.4M +55,017 +30%
Barclays
77
Barclays
United Kingdom
$6.07M +$2.6M +102,293 +83%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$5.95M +$5.88K +231 +0.1%
Sumitomo Mitsui Trust Group
79
Sumitomo Mitsui Trust Group
Japan
$5.68M +$325K +12,766 +6%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$5.32M
AAMU
81
Amundi Asset Management US
Massachusetts
$5.28M -$879K -34,566 -15%
AllianceBernstein
82
AllianceBernstein
Tennessee
$5.22M -$80.1K -3,150 -2%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$5.21M -$44.2K -1,738 -0.9%
PPA
84
Parametric Portfolio Associates
Washington
$5.17M +$791K +31,070 +19%
LIMS
85
Lasalle Investment Management Securities
Maryland
$4.96M +$150K +5,909 +3%
Citigroup
86
Citigroup
New York
$4.81M +$751K +29,516 +20%
Natixis Advisors
87
Natixis Advisors
Massachusetts
$4.78M +$585K +23,008 +15%
BWFA
88
Baltimore-Washington Financial Advisors
Maryland
$4.63M -$183K -7,192 -4%
MNG
89
Manning & Napier Group
New York
$4.25M
Voloridge Investment Management
90
Voloridge Investment Management
Florida
$4.1M +$3.08M +121,168 +390%
UOC
91
UBS O'Connor
Illinois
$4.07M +$3.84M +150,900 New
GWM
92
Geneos Wealth Management
Colorado
$4M -$129K -5,086 -3%
UBS Group
93
UBS Group
Switzerland
$3.71M -$742K -29,155 -17%
QI
94
QS Investors
New York
$3.71M +$3.05M +119,935 +672%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$3.56M -$174K -6,847 -5%
Nomura Asset Management
96
Nomura Asset Management
Japan
$3.34M -$198K -7,773 -6%
AG
97
Advisor Group
Arizona
$3.27M +$158K +6,220 +5%
GCA
98
GSI Capital Advisors
California
$3.04M +$30.5K +1,200 +1%
SOADOR
99
State of Alaska Department of Revenue
Alaska
$3.03M -$1.03M -40,562 -27%
HI
100
Honeywell International
North Carolina
$2.96M

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.