Healthcare Realty
326 hedge funds and large institutions have $4.78B invested in Healthcare Realty in 2018 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 110 reducing their positions, and 37 closing their positions.
57% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 37
6% more funds holding
Funds holding: 308 → 326 (+18)
4% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 110
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7.5% less ownership
Funds ownership: 159.09% → 151.59% (-7.5%)
10% less capital invested
Capital invested by funds: $5.31B → $4.78B (-$531M)
72% less call options, than puts
Call options by funds: $200K | Put options by funds: $704K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$60M |
| 2 |
CC
Carlson Capital
Dallas,
Texas
|
+$55M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$43.8M |
| 4 |
JP Morgan Chase
New York
|
+$41.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$40.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$383M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
-$174M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$35.6M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$33.3M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$14.9M |
HR Hedge Fund Activity: Q4 2018 in Review
326 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2018, worth a combined $4.78B — down 10% from $5.31B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new HR positions and 37 closed out — a net gain of 21 holders — while 114 added to existing stakes and 110 trimmed.
The largest buyer was Lasalle Investment Management Securities, adding an estimated $60M. The largest seller was Cohen & Steers, cutting an estimated $383M.
- 326 institutional investors held Healthcare Realty (HR) as of Q4 2018, up from 308 in Q3 2018.
- Funds reported $4.78B of Healthcare Realty stock for Q4 2018, down 10% quarter-over-quarter.
- 58 funds opened new Healthcare Realty positions in Q4 2018 and 37 closed out, a net change of +21 holders.
- The largest Healthcare Realty buyer in Q4 2018 was Lasalle Investment Management Securities, an estimated $60M added.
- The largest Healthcare Realty seller in Q4 2018 was Cohen & Steers, an estimated $383M sold.
Based on aggregated 13F filings for Q4 2018.