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Healthcare Realty

297 hedge funds and large institutions have $5.68B invested in Healthcare Realty in 2018 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 91 increasing their positions, 119 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 31

4.84% more ownership

Funds ownership: 163.28%168.12% (+4.8%)

2% more funds holding

Funds holding: 292297 (+5)

5% more capital invested

Capital invested by funds: $5.41B → $5.68B (+$268M)

24% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 119

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

79% less call options, than puts

Call options by funds: $337K | Put options by funds: $1.58M

Holders
297
Holders Change
+5
Holders Change %
+1.71%
% of All Funds
6.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.07%
New
39
Increased
91
Reduced
119
Closed
31
Calls
$337K
Puts
$1.58M
Net Calls
-$1.25M
Net Calls Change
-$1.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
151
Mitsubishi UFJ Asset Management
Japan
$903K +$30.5K +1,200 +4%
Russell Investments Group
152
Russell Investments Group
United Kingdom
$897K +$103K +4,031 +14%
SPC
153
Sigma Planning Corp
Michigan
$852K -$460K -18,079 -36%
USAA
154
United Services Automobile Association
Texas
$851K
Citadel Advisors
155
Citadel Advisors
Florida
$846K -$1.01M -39,552 -56%
CG
156
Colony Group
Massachusetts
$839K
First Trust Advisors
157
First Trust Advisors
Illinois
$838K -$234K -9,206 -23%
ADBIC
158
A.D. Beadell Investment Counsel
Wisconsin
$819K +$21.6K +850 +3%
PP
159
Paloma Partners
Connecticut
$781K +$360K +14,137 +95%
PCM
160
Price Capital Management
Louisiana
$763K +$720K +28,311 New
SIC
161
Salem Investment Counselors
North Carolina
$750K -$42.6K -1,675 -6%
PAG
162
Private Advisor Group
New Jersey
$737K +$702K +27,602 New
FWIA
163
Fort Washington Investment Advisors
Ohio
$728K -$112K -4,400 -14%
CA
164
Cetera Advisors
Colorado
$727K -$127 -5 -0%
Janus Henderson Group
165
Janus Henderson Group
United Kingdom
$726K -$11.6K -455 -2%
XK
166
Xact Kapitalforvaltning
Sweden
$709K +$91.6K +3,600 +16%
Canada Life
167
Canada Life
Manitoba, Canada
$689K -$840 -33 -0.1%
SCM
168
Stevens Capital Management
Pennsylvania
$677K +$639K +25,123 New
ECM
169
EII Capital Management
New York
$668K
Schroder Investment Management Group
170
Schroder Investment Management Group
United Kingdom
$656K
IA
171
IFP Advisors
Florida
$625K -$87.1K -3,422 -13%
BFG
172
Barber Financial Group
Kansas
$610K -$162K -6,385 -22%
BWP
173
Baldwin Wealth Partners
Massachusetts
$606K -$58.9K -2,315 -9%
DCM
174
Dupont Capital Management
Delaware
$546K +$516K +20,266 New
HighTower Advisors
175
HighTower Advisors
Illinois
$520K -$129K -5,052 -21%

HR Hedge Fund Activity: Q2 2018 in Review

297 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2018, worth a combined $5.68B — up 5% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new HR positions and 31 closed out — a net gain of 8 holders — while 91 added to existing stakes and 119 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $129M. The largest seller was Nuveen, cutting an estimated $54.6M.

  • 297 institutional investors held Healthcare Realty (HR) as of Q2 2018, up from 292 in Q1 2018.
  • Funds reported $5.68B of Healthcare Realty stock for Q2 2018, up 5% quarter-over-quarter.
  • 39 funds opened new Healthcare Realty positions in Q2 2018 and 31 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q2 2018 was Principal Financial Group, an estimated $129M added.
  • The largest Healthcare Realty seller in Q2 2018 was Nuveen, an estimated $54.6M sold.

Based on aggregated 13F filings for Q2 2018.