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Healthcare Realty

242 hedge funds and large institutions have $4.07B invested in Healthcare Realty in 2017 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 89 increasing their positions, 81 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $525K | Put options by funds: $214K

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

9% more capital invested

Capital invested by funds: $3.72B → $4.07B (+$348M)

10% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 81

0.78% more ownership

Funds ownership: 110.42%111.2% (+0.78%)

2% less funds holding

Funds holding: 248242 (-6)

Holders
242
Holders Change
-6
Holders Change %
-2.42%
% of All Funds
6.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
89
Reduced
81
Closed
28
Calls
$525K
Puts
$214K
Net Calls
+$311K
Net Calls Change
-$703K
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
126
ProShare Advisors
Maryland
$1.22M +$37.7K +1,242 +3%
AAM
127
Advisors Asset Management
Colorado
$1.2M +$939K +30,940 +422%
BWFM
128
Bridgewater Wealth & Financial Management
Maryland
$1.18M
UCFA
129
United Capital Financial Advisors
Texas
$1.08M +$148K +4,862 +16%
M&T Bank
130
M&T Bank
New York
$952K -$212K -7,001 -19%
URS
131
Utah Retirement Systems
Utah
$940K +$15.2K +500 +2%
JHIU
132
Janus Henderson Investors US
Colorado
$931K -$9.97M -328,650 -92%
SI
133
SII Investments
Wisconsin
$918K -$53.1K -1,749 -6%
PAG
134
Private Advisor Group
New Jersey
$905K -$58.7K -1,933 -6%
State of Wisconsin Investment Board
135
State of Wisconsin Investment Board
Wisconsin
$850K -$1.42M -46,711 -63%
QCMC
136
Quantum Capital Management (California)
California
$847K +$209K +6,885 +34%
Envestnet Asset Management
137
Envestnet Asset Management
Illinois
$837K -$4.37K -144 -0.5%
DADC
138
D.A. Davidson & Co
Montana
$832K +$159K +5,250 +25%
Rafferty Asset Management
139
Rafferty Asset Management
New York
$771K +$744K +24,509 New
PAM
140
Princeton Alpha Management
New Jersey
$748K +$306K +10,080 +74%
AIA
141
Allegis Investment Advisors
Idaho
$741K +$212 +7 +0%
ADBIC
142
A.D. Beadell Investment Counsel
Wisconsin
$734K
AFP
143
Ausdal Financial Partners
Iowa
$728K -$20.3K -668 -3%
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
$705K +$15.5K +512 +2%
Janus Henderson Group
145
Janus Henderson Group
United Kingdom
$704K +$56.7K +1,867 +9%
Verition Fund Management
146
Verition Fund Management
Connecticut
$670K +$198K +6,510 +44%
CA
147
Cetera Advisors
Colorado
$661K +$91.2K +3,005 +17%
AB
148
Amalgamated Bank
New York
$619K -$92.1K -3,036 -13%
Pacer Advisors
149
Pacer Advisors
Pennsylvania
$614K +$72K +2,373 +14%
QT
150
Quantbot Technologies
New York
$614K +$91.6K +3,017 +18%

HR Hedge Fund Activity: Q1 2017 in Review

242 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2017, worth a combined $4.07B — up 9.4% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HR positions and 28 closed out — a net gain of 3 holders — while 89 added to existing stakes and 81 trimmed.

The largest buyer was BlackRock, adding an estimated $268M. The largest seller was Cohen & Steers, cutting an estimated $68.3M.

  • 242 institutional investors held Healthcare Realty (HR) as of Q1 2017, down from 248 in Q4 2016.
  • Funds reported $4.07B of Healthcare Realty stock for Q1 2017, up 9.4% quarter-over-quarter.
  • 31 funds opened new Healthcare Realty positions in Q1 2017 and 28 closed out, a net change of +3 holders.
  • The largest Healthcare Realty buyer in Q1 2017 was BlackRock, an estimated $268M added.
  • The largest Healthcare Realty seller in Q1 2017 was Cohen & Steers, an estimated $68.3M sold.

Based on aggregated 13F filings for Q1 2017.