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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
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$2.93M -$382 -15 -0%
PG
102
Pendal Group
Australia
$2.82M -$84K -3,300 -3%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$2.74M +$844K +33,174 +48%
AMI
104
Amica Mutual Insurance
Rhode Island
$2.64M
APFBOT
105
Amica Pension Fund Board of Trustees
Rhode Island
$2.63M
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$2.48M +$50.1K +1,971 +2%
KTA
107
Keeley-Teton Advisors
Illinois
$2.45M -$220K -8,660 -9%
NIS
108
National Investment Services
Wisconsin
$2.35M -$4.94K -194 -0.2%
SI
109
Sapience Investments
California
$2.33M +$314K +12,350 +17%
SG Americas Securities
110
SG Americas Securities
New York
$2.24M +$1.2M +47,044 +130%
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.23M -$64.1K -2,519 -3%
ARTA
112
A.R.T. Advisors
New York
$2.19M +$2.07M +81,300 New
AAM
113
Advisors Asset Management
Colorado
$2.07M -$70.5K -2,769 -3%
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$2.04M +$8.32K +327 +0.4%
State of Tennessee, Department of Treasury
115
State of Tennessee, Department of Treasury
Tennessee
$2.01M +$1.9M +74,653 New
Squarepoint
116
Squarepoint
New York
$1.93M -$1.57M -61,792 -46%
CWM
117
Cornerstone Wealth Management
Missouri
$1.89M +$1.28M +50,310 New
UCFA
118
United Capital Financial Advisors
Texas
$1.84M -$360K -14,157 -17%
Macquarie Group
119
Macquarie Group
Australia
$1.81M +$47.1K +1,850 +3%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$1.74M +$643K +25,276 +64%
SCM
121
Sterling Capital Management
North Carolina
$1.69M
Stifel Financial
122
Stifel Financial
Missouri
$1.68M -$10.1K -398 -0.6%
Rafferty Asset Management
123
Rafferty Asset Management
New York
$1.66M +$249K +9,805 +19%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$1.63M
GEM
125
Global Endowment Management
North Carolina
$1.55M +$242K +9,500 +20%

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.