Healthcare Realty
231 hedge funds and large institutions have $3.16B invested in Healthcare Realty in 2016 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 87 increasing their positions, 75 reducing their positions, and 22 closing their positions.
118% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 22
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
16% more repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 75
13% more funds holding
Funds holding: 205 → 231 (+26)
8% more capital invested
Capital invested by funds: $2.93B → $3.16B (+$222M)
1.54% less ownership
Funds ownership: 109.07% → 107.52% (-1.5%)
75% less call options, than puts
Call options by funds: $526K | Put options by funds: $2.07M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$112M |
| 2 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
+$22.9M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$22.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$19.6M |
| 5 |
DPIM
Duff & Phelps Investment Management
Chicago,
Illinois
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$234M |
| 2 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
-$57M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$24.5M |
| 4 |
TA
Teachers Advisors
New York
|
-$19.9M |
| 5 |
VAM
Visium Asset Management
New York
|
-$19.3M |
HR Hedge Fund Activity: Q1 2016 in Review
231 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2016, worth a combined $3.16B — up 7.6% from $2.93B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new HR positions and 22 closed out — a net gain of 26 holders — while 87 added to existing stakes and 75 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $112M. The largest seller was Invesco, cutting an estimated $234M.
- 231 institutional investors held Healthcare Realty (HR) as of Q1 2016, up from 205 in Q4 2015.
- Funds reported $3.16B of Healthcare Realty stock for Q1 2016, up 7.6% quarter-over-quarter.
- 48 funds opened new Healthcare Realty positions in Q1 2016 and 22 closed out, a net change of +26 holders.
- The largest Healthcare Realty buyer in Q1 2016 was Cohen & Steers, an estimated $112M added.
- The largest Healthcare Realty seller in Q1 2016 was Invesco, an estimated $234M sold.
Based on aggregated 13F filings for Q1 2016.