Healthcare Realty
308 hedge funds and large institutions have $5.31B invested in Healthcare Realty in 2018 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 103 increasing their positions, 101 reducing their positions, and 38 closing their positions.
32% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 38
4% more funds holding
Funds holding: 297 → 308 (+11)
2% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 101
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less capital invested
Capital invested by funds: $5.68B → $5.31B (-$361M)
9.03% less ownership
Funds ownership: 168.12% → 159.09% (-9%)
76% less call options, than puts
Call options by funds: $202K | Put options by funds: $834K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$187M |
| 2 |
JP Morgan Chase
New York
|
+$71.8M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$61.3M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$50.2M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$402M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$160M |
| 3 |
ZP
Zimmer Partners
New York
|
-$113M |
| 4 |
LPC
Long Pond Capital
New York
|
-$51.3M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$18.8M |
HR Hedge Fund Activity: Q3 2018 in Review
308 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2018, worth a combined $5.31B — down 6.4% from $5.68B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new HR positions and 38 closed out — a net gain of 12 holders — while 103 added to existing stakes and 101 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $187M. The largest seller was Cohen & Steers, cutting an estimated $402M.
- 308 institutional investors held Healthcare Realty (HR) as of Q3 2018, up from 297 in Q2 2018.
- Funds reported $5.31B of Healthcare Realty stock for Q3 2018, down 6.4% quarter-over-quarter.
- 50 funds opened new Healthcare Realty positions in Q3 2018 and 38 closed out, a net change of +12 holders.
- The largest Healthcare Realty buyer in Q3 2018 was Victory Capital Management, an estimated $187M added.
- The largest Healthcare Realty seller in Q3 2018 was Cohen & Steers, an estimated $402M sold.
Based on aggregated 13F filings for Q3 2018.