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Healthcare Realty
HR

341 hedge funds and large institutions have $5.48B invested in Healthcare Realty in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,481% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $21K

35% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 102

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

1.49% more ownership

Funds ownership: 165.74% → 167.23% (+1.5%)

1% more funds holding

Funds holding: 339 → 341 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

18% less capital invested

Capital invested by funds: $6.71B → $5.48B (-$1.23B)

Holders
341
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
7.51%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
45
Increased
138
Reduced
102
Closed
37
Calls
$1.17M
Puts
$21K
Net Calls
+$1.15M
Net Calls Change
+$515K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$160M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
+$73.5M
3
JP Morgan Chase
JP Morgan Chase
New York
+$68.5M
4
CVA
Ceredex Value Advisors
Florida
+$59.1M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$57.3M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$84.1M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$64.2M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$64.1M
4
LIMS
Lasalle Investment Management Securities
Maryland
-$37.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$35.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$1.41M +$746K +24,691 +74%
AAS
127
Avantax Advisory Services
Texas
$1.41M +$46.7K +1,545 +3%
QIM
128
Quantitative Investment Management
Virginia
$1.4M +$1.74M +57,730 New
Toronto Dominion Bank
129
Toronto Dominion Bank
Ontario, Canada
$1.34M -$56.3K -1,863 -3%
SAM
130
Sequent Asset Management
Texas
$1.3M – – –
Mitsubishi UFJ Asset Management
131
Mitsubishi UFJ Asset Management
Japan
$1.29M +$263K +8,716 +20%
REMS
132
Real Estate Management Services
$1.26M +$1.56M +51,725 New
DADC
133
D.A. Davidson & Co
Montana
$1.24M +$1.51K +50 +0.1%
SG Americas Securities
134
SG Americas Securities
New York
$1.23M +$777K +25,723 +104%
ECM
135
ETrade Capital Management
Virginia
$1.22M +$146K +4,816 +11%
URS
136
Utah Retirement Systems
Utah
$1.2M +$21.1K +700 +1%
WAM
137
Wolverine Asset Management
Illinois
$1.2M +$1.44M +47,549 +2,685%
DCM
138
Dupont Capital Management
Delaware
$1.18M -$1.96M -64,727 -57%
ASRS
139
Arizona State Retirement System
Arizona
$1.18M +$1.47M +48,640 New
RA
140
RMR Advisors
Massachusetts
$1.17M – – –
RJFSA
141
Raymond James Financial Services Advisors
Florida
$1.13M -$172K -5,702 -11%
TPA
142
Trivium Point Advisory
Connecticut
$1.11M -$109K -3,610 -8%
AB
143
Amalgamated Bank
New York
$1.11M +$11.3K +375 +0.8%
PWP
144
Personal Wealth Partners
Minnesota
$1.1M -$135K -4,462 -9%
AACA
145
American Assets Capital Advisers
California
$1.06M +$1.32M +43,768 New
BCM
146
Beck Capital Management
Texas
$1.06M -$115K -3,821 -8%
Janus Henderson Group
147
Janus Henderson Group
United Kingdom
$1.06M +$1.01M +33,297 +320%
Jane Street
148
Jane Street
New York
$1.05M +$1.08M +35,678 +475%
UCFA
149
United Capital Financial Advisors
Texas
$1.01M +$34K +1,124 +3%
MIH
150
Meitav Investment House
Israel
$1.01M +$138K +4,569 +12%
4 5
6
7 8

HR Hedge Fund Activity: Q1 2020 in Review

341 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2020, worth a combined $5.48B — down 18% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HR positions and 37 closed out — a net gain of 8 holders — while 138 added to existing stakes and 102 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $160M. The largest seller was Cohen & Steers, cutting an estimated $84.1M.

  • 341 institutional investors held Healthcare Realty (HR) as of Q1 2020, up from 339 in Q4 2019.
  • Funds reported $5.48B of Healthcare Realty stock for Q1 2020, down 18% quarter-over-quarter.
  • 45 funds opened new Healthcare Realty positions in Q1 2020 and 37 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q1 2020 was Victory Capital Management, an estimated $160M added.
  • The largest Healthcare Realty seller in Q1 2020 was Cohen & Steers, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2020.