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Healthcare Realty

248 hedge funds and large institutions have $3.72B invested in Healthcare Realty in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 87 increasing their positions, 93 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

249% more call options, than puts

Call options by funds: $1.42M | Put options by funds: $407K

29% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 34

3.15% more ownership

Funds ownership: 107.27%110.42% (+3.1%)

2% more funds holding

Funds holding: 243248 (+5)

6% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 93

8% less capital invested

Capital invested by funds: $4.04B → $3.72B (-$315M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
+5
Holders Change %
+2.06%
% of All Funds
6.2%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
44
Increased
87
Reduced
93
Closed
34
Calls
$1.42M
Puts
$407K
Net Calls
+$1.01M
Net Calls Change
+$778K
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
151
HighPoint Advisor Group
Illinois
$476K +$1.06K +36 +0.2%
WPP
152
Whalerock Point Partners
Rhode Island
$472K
ACI
153
Alpha Cubed Investments
California
$468K -$79.7K -2,709 -14%
FIM
154
Freedom Investment Management
Connecticut
$467K -$128K -4,356 -21%
RJA
155
Raymond James & Associates
Florida
$460K +$35.6K +1,209 +8%
Susquehanna International Group
156
Susquehanna International Group
Pennsylvania
$455K -$3.02M -102,513 -87%
MLICM
157
Metropolitan Life Insurance Company (MetLife)
New York
$455K +$4.91K +167 +1%
Principal Financial Group
158
Principal Financial Group
Iowa
$452K -$1.45M -49,439 -76%
Canada Life
159
Canada Life
Manitoba, Canada
$452K
GCP
160
GSA Capital Partners
United Kingdom
$442K +$446K +15,176 New
GT
161
Glenview Trust
Kentucky
$441K +$445K +15,140 New
Creative Planning
162
Creative Planning
Kansas
$438K +$13.2K +448 +3%
Verition Fund Management
163
Verition Fund Management
Connecticut
$431K +$435K +14,790 New
AG
164
Aperio Group
California
$424K -$41.8K -1,422 -9%
BNP Paribas Financial Markets
165
BNP Paribas Financial Markets
France
$420K -$164K -5,560 -28%
CCM
166
Coldstream Capital Management
Washington
$417K +$421K +14,318 New
KA
167
Kovack Advisors
Florida
$411K +$59 +2 +0%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$404K +$8.59K +292 +2%
PAM
169
Princeton Alpha Management
New Jersey
$398K +$403K +13,681 New
SFP
170
Shepherd Financial Partners
Massachusetts
$397K +$403K +13,710 New
HighTower Advisors
171
HighTower Advisors
Illinois
$387K +$389K +13,207 New
PCM
172
Parsons Capital Management
Rhode Island
$374K -$47.6K -1,619 -11%
WSA
173
Wall Street Associates
California
$368K -$3.33K -113 -0.9%
PG
174
PEAK6 Group
Illinois
$366K +$351K +11,924 +1,834%
EHC
175
Everett Harris & Co
California
$349K

HR Hedge Fund Activity: Q4 2016 in Review

248 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2016, worth a combined $3.72B — down 7.8% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new HR positions and 34 closed out — a net gain of 10 holders — while 87 added to existing stakes and 93 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $48.3M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $83.9M sold.

  • 248 institutional investors held Healthcare Realty (HR) as of Q4 2016, up from 243 in Q3 2016.
  • Funds reported $3.72B of Healthcare Realty stock for Q4 2016, down 7.8% quarter-over-quarter.
  • 44 funds opened new Healthcare Realty positions in Q4 2016 and 34 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2016 was Cohen & Steers, an estimated $48.3M added.
  • The largest Healthcare Realty seller in Q4 2016 was Lasalle Investment Management Securities, an estimated $83.9M sold.

Based on aggregated 13F filings for Q4 2016.