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Healthcare Realty
HR

326 hedge funds and large institutions have $4.78B invested in Healthcare Realty in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 110 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 37

6% more funds holding

Funds holding: 308 → 326 (+18)

4% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 110

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

7.5% less ownership

Funds ownership: 159.09% → 151.59% (-7.5%)

10% less capital invested

Capital invested by funds: $5.31B → $4.78B (-$531M)

72% less call options, than puts

Call options by funds: $200K | Put options by funds: $704K

Holders
326
Holders Change
+18
Holders Change %
+5.84%
% of All Funds
7.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
58
Increased
114
Reduced
110
Closed
37
Calls
$200K
Puts
$704K
Net Calls
-$504K
Net Calls Change
+$128K

Top Buyers

Rank Fund Capital Flow
1
LIMS
Lasalle Investment Management Securities
Maryland
+$60M
2
CC
Carlson Capital
Texas
+$55M
3
Victory Capital Management
Victory Capital Management
Texas
+$43.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$41.6M
5
American Century Companies
American Century Companies
Missouri
+$40.7M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$383M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$174M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35.6M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$33.3M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$14.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
101
JLP Asset Management
New York
$3.45M +$3.61M +136,140 New
Nomura Asset Management
102
Nomura Asset Management
Japan
$3.33M +$73.9K +2,790 +2%
SCA
103
Secor Capital Advisors
New York
$3.2M +$3M +113,281 +860%
MSL
104
Mackay Shields LLC
New York
$2.99M +$3.13M +118,100 New
Commonwealth Equity Services
105
Commonwealth Equity Services
Massachusetts
$2.83M +$29.3K +1,104 +1%
SI
106
Sapience Investments
California
$2.82M -$848K -31,990 -22%
PCM
107
Penn Capital Management
Pennsylvania
$2.6M +$63.2K +2,386 +7%
Zurich Cantonal Bank
108
Zurich Cantonal Bank
Switzerland
$2.58M -$14.6K -552 -0.5%
T. Rowe Price Associates
109
T. Rowe Price Associates
Maryland
$2.56M +$642K +24,241 +31%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$2.55M +$62.8K +2,372 +2%
APFBOT
111
Amica Pension Fund Board of Trustees
Rhode Island
$2.46M – – –
KTA
112
Keeley-Teton Advisors
Illinois
$2.44M +$77.1K +2,910 +3%
PG
113
Pendal Group
Australia
$2.43M -$117K -4,400 -4%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$2.4M -$49K -1,848 -2%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$2.35M +$2.04M +77,069 +490%
ARG
116
Advisory Resource Group
Oklahoma
$2.29M +$2.4M +90,620 New
SOADOR
117
State of Alaska Department of Revenue
Alaska
$2.27M +$43.5K +1,643 +2%
Macquarie Group
118
Macquarie Group
Australia
$2.19M -$135K -5,100 -6%
SG Americas Securities
119
SG Americas Securities
New York
$2.16M +$493K +18,613 +28%
PDN
120
Pensionfund DSM Netherlands
Netherlands
$2.15M +$2.25M +85,000 New
WAM
121
Wolverine Asset Management
Illinois
$2.08M +$736K +27,794 +51%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.99M -$80.2K -3,027 -4%
HI
123
Honeywell International
North Carolina
$1.94M – – –
QSS
124
Quantitative Systematic Strategies
Florida
$1.91M +$2M +75,524 New
Public Sector Pension Investment Board (PSP Investments)
125
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.9M +$1.99M +75,000 New
3 4
5
6 7

HR Hedge Fund Activity: Q4 2018 in Review

326 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2018, worth a combined $4.78B — down 10% from $5.31B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new HR positions and 37 closed out — a net gain of 21 holders — while 114 added to existing stakes and 110 trimmed.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $60M. The largest seller was Cohen & Steers, cutting an estimated $383M.

  • 326 institutional investors held Healthcare Realty (HR) as of Q4 2018, up from 308 in Q3 2018.
  • Funds reported $4.78B of Healthcare Realty stock for Q4 2018, down 10% quarter-over-quarter.
  • 58 funds opened new Healthcare Realty positions in Q4 2018 and 37 closed out, a net change of +21 holders.
  • The largest Healthcare Realty buyer in Q4 2018 was Lasalle Investment Management Securities, an estimated $60M added.
  • The largest Healthcare Realty seller in Q4 2018 was Cohen & Steers, an estimated $383M sold.

Based on aggregated 13F filings for Q4 2018.