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Healthcare Realty

335 hedge funds and large institutions have $5.67B invested in Healthcare Realty in 2020 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 121 increasing their positions, 123 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $2.29M | Put options by funds: $611K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

3% more capital invested

Capital invested by funds: $5.48B → $5.67B (+$188M)

2% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 123

7% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 42

2% less funds holding

Funds holding: 341335 (-6)

5.7% less ownership

Funds ownership: 167.23%161.53% (-5.7%)

Holders
335
Holders Change
-6
Holders Change %
-1.76%
% of All Funds
6.87%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
39
Increased
121
Reduced
123
Closed
42
Calls
$2.29M
Puts
$611K
Net Calls
+$1.68M
Net Calls Change
+$529K
Name Holding Trade Value Shares
Change
Change in
Stake
PS
151
Pensionfund Sabic
Netherlands
$1.01M
AWM
152
AE Wealth Management
Kansas
$1M +$205K +7,997 +27%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$995K
UCFA
154
United Capital Financial Advisors
Texas
$991K -$112K -4,378 -10%
BFM
155
Boothbay Fund Management
New York
$973K +$940K +36,701 New
Comerica Bank
156
Comerica Bank
Texas
$967K +$45.7K +1,782 +5%
Public Sector Pension Investment Board (PSP Investments)
157
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$955K
DIA
158
Dean Investment Associates
Ohio
$945K +$4.25K +166 +0.5%
VOYA Investment Management
159
VOYA Investment Management
Georgia
$935K -$109K -4,236 -11%
Jane Street
160
Jane Street
New York
$927K -$211K -8,224 -19%
ECM
161
EII Capital Management
New York
$920K +$17.9K +700 +2%
AIP
162
Ahrens Investment Partners
Louisiana
$887K
PAM
163
Panagora Asset Management
Massachusetts
$859K -$2.29M -89,494 -73%
GFPC
164
Global Financial Private Client
Florida
$837K -$10.1K -394 -1%
MLICM
165
Metropolitan Life Insurance Company (MetLife)
New York
$830K +$230K +8,973 +40%
SAM
166
Storebrand Asset Management
Norway
$823K +$135K +5,279 +21%
APA
167
American Portfolios Advisors
New York
$818K -$11.5K -447 -1%
AC
168
Allstate Corporation
Illinois
$813K -$8.63K -337 -1%
MIH
169
Meitav Investment House
Israel
$796K -$296K -11,542 -28%
First Trust Advisors
170
First Trust Advisors
Illinois
$766K -$233K -9,086 -24%
State of Wisconsin Investment Board
171
State of Wisconsin Investment Board
Wisconsin
$758K -$14.6K -570 -2%
FAAS
172
First Allied Advisory Services
California
$737K +$478K +18,656 +204%
SWM
173
Strategic Wealth Management
Washington
$736K +$711K +27,754 New
PG
174
Pendal Group
Australia
$735K -$894K -34,900 -56%
ProShare Advisors
175
ProShare Advisors
Maryland
$732K +$101K +3,951 +17%

HR Hedge Fund Activity: Q2 2020 in Review

335 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2020, worth a combined $5.67B — up 3.4% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of HR and 39 opened new positions — a net loss of 3 holders — while 123 trimmed existing stakes and 121 added.

The largest buyer was Invesco, adding an estimated $133M. The largest seller was Cohen & Steers, cutting an estimated $348M.

  • 335 institutional investors held Healthcare Realty (HR) as of Q2 2020, down from 341 in Q1 2020.
  • Funds reported $5.67B of Healthcare Realty stock for Q2 2020, up 3.4% quarter-over-quarter.
  • 39 funds opened new Healthcare Realty positions in Q2 2020 and 42 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q2 2020 was Invesco, an estimated $133M added.
  • The largest Healthcare Realty seller in Q2 2020 was Cohen & Steers, an estimated $348M sold.

Based on aggregated 13F filings for Q2 2020.