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Healthcare Realty
HR

279 hedge funds and large institutions have $6.18B invested in Healthcare Realty in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 37

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

59.48% more ownership

Funds ownership: 111.2% → 170.68% (+59%)

52% more capital invested

Capital invested by funds: $4.07B → $6.18B (+$2.11B)

15% more funds holding

Funds holding: 242 → 279 (+37)

2% more call options, than puts

Call options by funds: $855K | Put options by funds: $841K

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
6.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
151
Reduced
37
Closed
19
Calls
$855K
Puts
$841K
Net Calls
+$14K
Net Calls Change
-$297K

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$281M
2
ZP
Zimmer Partners
New York
+$272M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$237M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
BlackRock
BlackRock
New York
+$126M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$171M
2
Goldman Sachs
Goldman Sachs
New York
-$18.2M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$9.87M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$7.69M
5
VRS
Virginia Retirement Systems
Virginia
-$6.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
126
Janney Montgomery Scott
Pennsylvania
$2.11M +$2.14M +67,872 New
NIS
127
National Investment Services
Wisconsin
$2.08M +$2.1M +66,761 New
AAMU
128
Amundi Asset Management US
Massachusetts
$2.02M +$2.04M +64,800 New
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$1.97M +$274K +8,684 +16%
SCM
130
Sterling Capital Management
North Carolina
$1.95M – – –
Envestnet Asset Management
131
Envestnet Asset Management
Illinois
$1.94M +$1.13M +35,735 +134%
FAF
132
Första AP-fonden
Sweden
$1.91M +$1.35M +42,900 +232%
AAM
133
Advisors Asset Management
Colorado
$1.86M +$675K +21,415 +56%
PG
134
Pendal Group
Australia
$1.77M +$1.79M +56,900 New
AIP
135
Ahrens Investment Partners
Louisiana
$1.77M -$1.68M -53,204 -48%
First Trust Advisors
136
First Trust Advisors
Illinois
$1.75M +$291K +9,217 +20%
Wellington Management Group
137
Wellington Management Group
Massachusetts
$1.73M -$305K -9,666 -15%
VOYA Investment Management
138
VOYA Investment Management
Georgia
$1.71M +$135K +4,276 +8%
Stifel Financial
139
Stifel Financial
Missouri
$1.67M +$1.67M +52,880 New
HI
140
Honeywell International
North Carolina
$1.67M +$1.69M +53,570 New
ProShare Advisors
141
ProShare Advisors
Maryland
$1.58M +$381K +12,085 +31%
SCA
142
Secor Capital Advisors
New York
$1.58M +$1.6M +50,675 New
T. Rowe Price Associates
143
T. Rowe Price Associates
Maryland
$1.5M +$118K +3,728 +8%
ICOA
144
Investment Centers of America
North Dakota
$1.48M -$831K -26,347 -36%
TCM
145
Tekla Capital Management
Massachusetts
$1.43M – – –
BFG
146
Barber Financial Group
Kansas
$1.4M -$76.4K -2,425 -5%
RJFSA
147
Raymond James Financial Services Advisors
Florida
$1.33M +$51.4K +1,632 +4%
SAM
148
Sequent Asset Management
Texas
$1.31M – – –
URS
149
Utah Retirement Systems
Utah
$1.28M +$355K +11,261 +38%
LSA
150
L & S Advisors
California
$1.26M +$1.28M +40,538 New
4 5
6
7 8

HR Hedge Fund Activity: Q2 2017 in Review

279 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2017, worth a combined $6.18B — up 52% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HR positions and 19 closed out — a net gain of 41 holders — while 151 added to existing stakes and 37 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $281M. The largest seller was Deutsche Bank, cutting an estimated $171M.

  • 279 institutional investors held Healthcare Realty (HR) as of Q2 2017, up from 242 in Q1 2017.
  • Funds reported $6.18B of Healthcare Realty stock for Q2 2017, up 52% quarter-over-quarter.
  • 60 funds opened new Healthcare Realty positions in Q2 2017 and 19 closed out, a net change of +41 holders.
  • The largest Healthcare Realty buyer in Q2 2017 was Cohen & Steers, an estimated $281M added.
  • The largest Healthcare Realty seller in Q2 2017 was Deutsche Bank, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2017.