Healthcare Realty
337 hedge funds and large institutions have $5.39B invested in Healthcare Realty in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 118 increasing their positions, 119 reducing their positions, and 35 closing their positions.
292% more call options, than puts
Call options by funds: $466K | Put options by funds: $119K
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
34% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 35
13% more capital invested
Capital invested by funds: $4.78B → $5.39B (+$602M)
3% more funds holding
Funds holding: 326 → 337 (+11)
1% less repeat investments, than reductions
Existing positions increased: 118 | Existing positions reduced: 119
5.27% less ownership
Funds ownership: 151.59% → 146.33% (-5.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.2M |
| 2 |
State Street
Boston,
Massachusetts
|
+$41.4M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$40.3M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$32.7M |
| 5 |
ESCM
Echo Street Capital Management
New York
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
-$152M |
| 2 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$45.8M |
| 3 |
Cohen & Steers
New York
|
-$45.4M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$28.7M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$9.89M |
HR Hedge Fund Activity: Q1 2019 in Review
337 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2019, worth a combined $5.39B — up 13% from $4.78B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new HR positions and 35 closed out — a net gain of 12 holders — while 118 added to existing stakes and 119 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $47.2M. The largest seller was ClearBridge Investments, cutting an estimated $152M.
- 337 institutional investors held Healthcare Realty (HR) as of Q1 2019, up from 326 in Q4 2018.
- Funds reported $5.39B of Healthcare Realty stock for Q1 2019, up 13% quarter-over-quarter.
- 47 funds opened new Healthcare Realty positions in Q1 2019 and 35 closed out, a net change of +12 holders.
- The largest Healthcare Realty buyer in Q1 2019 was Fidelity Investments, an estimated $47.2M added.
- The largest Healthcare Realty seller in Q1 2019 was ClearBridge Investments, an estimated $152M sold.
Based on aggregated 13F filings for Q1 2019.