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Healthcare Realty
HR

337 hedge funds and large institutions have $5.58B invested in Healthcare Realty in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 142 increasing their positions, 103 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 103

14% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 35

1% more funds holding

Funds holding: 335 → 337 (+2)

1% less capital invested

Capital invested by funds: $5.67B → $5.58B (-$84.2M)

3.26% less ownership

Funds ownership: 161.53% → 158.28% (-3.3%)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

94% less call options, than puts

Call options by funds: $1.21M | Put options by funds: $19.8M

Holders
337
Holders Change
+2
Holders Change %
+0.6%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
40
Increased
142
Reduced
103
Closed
35
Calls
$1.21M
Puts
$19.8M
Net Calls
-$18.6M
Net Calls Change
-$20.3M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$185M
2
Invesco
Invesco
Georgia
+$46.7M
3
Millennium Management
Millennium Management
New York
+$13.1M
4
NIPH
NN Investment Partners Holdings
Netherlands
+$11M
5
LIMS
Lasalle Investment Management Securities
Maryland
+$10.8M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$100M
2
ESCM
Echo Street Capital Management
New York
-$76.3M
3
Deutsche Bank
Deutsche Bank
Germany
-$52.2M
4
AAMU
APG Asset Management US
New York
-$39.9M
5
PR
Payden & Rygel
California
-$26.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$3.21M +$243K +9,256 +8%
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$3.06M +$38.7K +1,475 +1%
CSS
103
Cubist Systematic Strategies
Connecticut
$2.98M +$3.01M +114,537 New
UOC
104
UBS O'Connor
Illinois
$2.86M +$2.89M +110,000 New
TIAAOA
105
Teachers Insurance & Annuity Association of America
New York
$2.8M -$819K -31,217 -22%
PCM
106
Penn Capital Management
Pennsylvania
$2.76M -$118K -4,507 -4%
American Century Companies
107
American Century Companies
Missouri
$2.74M – – –
PDN
108
Pensionfund DSM Netherlands
Netherlands
$2.55M +$341K +13,000 +15%
BNP Paribas Financial Markets
109
BNP Paribas Financial Markets
France
$2.48M +$1.1M +41,887 +78%
RJA
110
Raymond James & Associates
Florida
$2.43M +$1.45M +55,264 +145%
PGFC
111
Peapack-Gladstone Financial Corp
New Jersey
$2.4M +$121K +4,602 +5%
GWM
112
Geneos Wealth Management
Colorado
$2.39M -$127K -4,835 -5%
Allianz Asset Management
113
Allianz Asset Management
Germany
$2.33M -$732K -27,916 -24%
Deutsche Bank
114
Deutsche Bank
Germany
$2.3M -$52.2M -1,989,995 -96%
SSA
115
Schonfeld Strategic Advisors
New York
$2.29M +$2.31M +87,896 New
GCA
116
GSI Capital Advisors
California
$2.26M – – –
Natixis Advisors
117
Natixis Advisors
Massachusetts
$2.17M -$583K -22,215 -21%
HCM
118
HGI Capital Management
New York
$2.14M -$5.42M -206,521 -71%
URS
119
Utah Retirement Systems
Utah
$2.14M +$13.1K +500 +0.6%
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$2.07M -$1.84K -70 -0.1%
Commonwealth Equity Services
121
Commonwealth Equity Services
Massachusetts
$2.02M -$42.6K -1,623 -2%
Point72 Asset Management
122
Point72 Asset Management
Connecticut
$1.96M +$1.98M +75,400 New
SI
123
Sapience Investments
California
$1.94M – – –
ARG
124
Advisory Resource Group
Oklahoma
$1.88M -$10.3K -393 -0.5%
TCM
125
Tekla Capital Management
Massachusetts
$1.84M – – –
3 4
5
6 7

HR Hedge Fund Activity: Q3 2020 in Review

337 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2020, worth a combined $5.58B — down 1.5% from $5.67B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new HR positions and 35 closed out — a net gain of 5 holders — while 142 added to existing stakes and 103 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $185M. The largest seller was Fidelity Investments, cutting an estimated $100M.

  • 337 institutional investors held Healthcare Realty (HR) as of Q3 2020, up from 335 in Q2 2020.
  • Funds reported $5.58B of Healthcare Realty stock for Q3 2020, down 1.5% quarter-over-quarter.
  • 40 funds opened new Healthcare Realty positions in Q3 2020 and 35 closed out, a net change of +5 holders.
  • The largest Healthcare Realty buyer in Q3 2020 was Cohen & Steers, an estimated $185M added.
  • The largest Healthcare Realty seller in Q3 2020 was Fidelity Investments, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2020.