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Healthcare Realty
HR

279 hedge funds and large institutions have $6.18B invested in Healthcare Realty in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 37

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

59.48% more ownership

Funds ownership: 111.2% → 170.68% (+59%)

52% more capital invested

Capital invested by funds: $4.07B → $6.18B (+$2.11B)

15% more funds holding

Funds holding: 242 → 279 (+37)

2% more call options, than puts

Call options by funds: $855K | Put options by funds: $841K

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
6.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
151
Reduced
37
Closed
19
Calls
$855K
Puts
$841K
Net Calls
+$14K
Net Calls Change
-$297K

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$281M
2
ZP
Zimmer Partners
New York
+$272M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$237M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
BlackRock
BlackRock
New York
+$126M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$171M
2
Goldman Sachs
Goldman Sachs
New York
-$18.2M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$9.87M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$7.69M
5
VRS
Virginia Retirement Systems
Virginia
-$6.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SOADOR
101
State of Alaska Department of Revenue
Alaska
$3.66M +$811K +25,740 +28%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$3.56M +$1.34M +42,540 +59%
SCM
103
Sandler Capital Management
New York
$3.48M -$1.56M -49,630 -31%
HCM
104
Highbridge Capital Management
New York
$3.25M +$3.29M +104,500 New
1832 Asset Management
105
1832 Asset Management
Ontario, Canada
$3.23M +$3.27M +103,788 New
AMI
106
Amica Mutual Insurance
Rhode Island
$3.14M – – –
Natixis Advisors
107
Natixis Advisors
Massachusetts
$3.12M +$3.17M +100,410 New
BWP
108
Baldwin Wealth Partners
Massachusetts
$3.07M +$3.11M +98,725 New
Barclays
109
Barclays
United Kingdom
$2.98M -$14K -443 -0.5%
CCMH
110
Cornerstone Capital Management Holdings
New York
$2.86M +$715K +22,678 +33%
GEM
111
Global Endowment Management
North Carolina
$2.85M +$18K +570 +0.6%
AQR Capital Management
112
AQR Capital Management
Connecticut
$2.85M -$250K -7,928 -8%
AG
113
Advisor Group
Arizona
$2.84M +$422K +13,393 +17%
Ohio Public Employees Retirement System (OPERS)
114
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.72M +$785K +24,892 +40%
IA
115
IFP Advisors
Florida
$2.7M +$577K +18,311 +27%
UCFA
116
United Capital Financial Advisors
Texas
$2.66M +$1.61M +51,205 +149%
GCP
117
GSA Capital Partners
United Kingdom
$2.6M +$69.6K +2,209 +3%
APFBOT
118
Amica Pension Fund Board of Trustees
Rhode Island
$2.56M – – –
KTA
119
Keeley-Teton Advisors
Illinois
$2.5M +$18.3K +582 +0.7%
VWM
120
Venturi Wealth Management
Texas
$2.36M +$2.4M +75,978 New
Squarepoint
121
Squarepoint
New York
$2.32M +$2.35M +74,514 New
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$2.25M +$74.4K +2,360 +3%
Macquarie Group
123
Macquarie Group
Australia
$2.23M +$262K +8,325 +13%
SPC
124
Sigma Planning Corp
Michigan
$2.23M +$103K +3,267 +5%
MC
125
Menta Capital
California
$2.11M +$2.14M +67,900 New
3 4
5
6 7

HR Hedge Fund Activity: Q2 2017 in Review

279 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2017, worth a combined $6.18B — up 52% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HR positions and 19 closed out — a net gain of 41 holders — while 151 added to existing stakes and 37 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $281M. The largest seller was Deutsche Bank, cutting an estimated $171M.

  • 279 institutional investors held Healthcare Realty (HR) as of Q2 2017, up from 242 in Q1 2017.
  • Funds reported $6.18B of Healthcare Realty stock for Q2 2017, up 52% quarter-over-quarter.
  • 60 funds opened new Healthcare Realty positions in Q2 2017 and 19 closed out, a net change of +41 holders.
  • The largest Healthcare Realty buyer in Q2 2017 was Cohen & Steers, an estimated $281M added.
  • The largest Healthcare Realty seller in Q2 2017 was Deutsche Bank, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2017.