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Healthcare Realty
HR

242 hedge funds and large institutions have $4.07B invested in Healthcare Realty in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $525K | Put options by funds: $214K

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

9% more capital invested

Capital invested by funds: $3.72B → $4.07B (+$348M)

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

0.78% more ownership

Funds ownership: 110.42% → 111.2% (+0.78%)

2% less funds holding

Funds holding: 248 → 242 (-6)

Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
6.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
89
Reduced
81
Closed
28
Calls
$525K
Puts
$214K
Net Calls
+$311K
Net Calls Change
-$703K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$268M
2
Goldman Sachs
Goldman Sachs
New York
+$37.4M
3
PS
Presima Securities
Quebec, Canada
+$29.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$21.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$16.7M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$68.3M
2
ACI
AMP Capital Investors
Australia
-$49.1M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$23.2M
4
N
Nuveen
North Carolina
-$12.1M
5
ESCM
Echo Street Capital Management
New York
-$11.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$2.2M -$71.3K -2,348 -3%
CCMH
102
Cornerstone Capital Management Holdings
New York
$2.18M -$105K -3,451 -5%
IA
103
IFP Advisors
Florida
$2.15M +$3.7K +122 +0.2%
SPC
104
Sigma Planning Corp
Michigan
$2.15M +$20K +660 +1%
Wellington Management Group
105
Wellington Management Group
Massachusetts
$2.06M -$20.1K -663 -1%
Macquarie Group
106
Macquarie Group
Australia
$1.99M +$27.3K +900 +1%
SCM
107
Sterling Capital Management
North Carolina
$1.97M – – –
Ohio Public Employees Retirement System (OPERS)
108
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.96M +$5.62K +185 +0.3%
QC
109
Quadrature Capital
United Kingdom
$1.96M +$1.89M +62,339 New
Citigroup
110
Citigroup
New York
$1.92M +$141K +4,647 +8%
RGREA
111
Ranger Global Real Estate Advisors
Colorado
$1.9M – – –
KBC Group
112
KBC Group
Belgium
$1.88M -$1.02M -33,565 -36%
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$1.75M +$1.51M +49,820 +840%
BNP Paribas Financial Markets
114
BNP Paribas Financial Markets
France
$1.72M +$1.22M +40,132 +278%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$1.6M -$76.7K -2,526 -5%
BFG
116
Barber Financial Group
Kansas
$1.49M -$138K -4,557 -9%
First Trust Advisors
117
First Trust Advisors
Illinois
$1.49M -$3.74M -123,316 -72%
TCM
118
Tekla Capital Management
Massachusetts
$1.45M – – –
CONA
119
Capital One National Association
New York
$1.41M +$56.7K +1,869 +4%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$1.4M +$273 +9 +0%
SAM
121
Sequent Asset Management
Texas
$1.33M – – –
RJFSA
122
Raymond James Financial Services Advisors
Florida
$1.29M +$97.7K +3,219 +9%
Capital Fund Management (CFM)
123
Capital Fund Management (CFM)
France
$1.29M +$1.24M +40,918 New
SIC
124
Salem Investment Counselors
North Carolina
$1.26M +$45.5K +1,500 +4%
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$1.21M +39,711 New
3 4
5
6 7

HR Hedge Fund Activity: Q1 2017 in Review

242 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2017, worth a combined $4.07B — up 9.4% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HR positions and 28 closed out — a net gain of 3 holders — while 89 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock, adding an estimated $268M. The largest seller was Cohen & Steers, cutting an estimated $68.3M.

  • 242 institutional investors held Healthcare Realty (HR) as of Q1 2017, down from 248 in Q4 2016.
  • Funds reported $4.07B of Healthcare Realty stock for Q1 2017, up 9.4% quarter-over-quarter.
  • 31 funds opened new Healthcare Realty positions in Q1 2017 and 28 closed out, a net change of +3 holders.
  • The largest Healthcare Realty buyer in Q1 2017 was BlackRock, an estimated $268M added.
  • The largest Healthcare Realty seller in Q1 2017 was Cohen & Steers, an estimated $68.3M sold.

Based on aggregated 13F filings for Q1 2017.