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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
BCM
176
BlueCrest Capital Management
Jersey
$519K +$489K +19,238 New
Creative Planning
177
Creative Planning
Kansas
$514K -$26.6K -1,044 -5%
GFPC
178
Global Financial Private Capital
Florida
$500K -$359K -14,118 -43%
Public Employees Retirement Association of Colorado
179
Public Employees Retirement Association of Colorado
Colorado
$493K -$2.95K -116 -0.6%
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$464K +$285K +11,200 +187%
PSUF
181
People's United Financial
Connecticut
$459K -$3.05K -120 -0.7%
MLICM
182
Metropolitan Life Insurance Company (MetLife)
New York
$445K -$9.77K -384 -2%
V
183
Veritable
Delaware
$441K +$97.6K +3,837 +31%
TF
184
TIAA FSB
Florida
$436K -$2.87M -112,738 -87%
WAM
185
Wolverine Asset Management
Illinois
$420K +$240K +9,433 +153%
SXL
186
Summit X LLC
Missouri
$414K -$78K -3,065 -17%
ARMT
187
Amica Retiree Medical Trust
Rhode Island
$412K
PIA
188
Pinion Investment Advisors
Kansas
$408K -$70.6K -2,775 -15%
KA
189
Kovack Advisors
Florida
$402K
PCM
190
Prelude Capital Management
New York
$402K +$379K +14,911 New
HAG
191
HighPoint Advisor Group
Illinois
$401K +$153 +6 +0%
PAS
192
Park Avenue Securities
New York
$394K -$6.11K -240 -2%
LCM
193
Landscape Capital Management
New Jersey
$383K -$1.18M -46,500 -77%
CT
194
CPF Texas
Texas
$382K
QT
195
Quantbot Technologies
New York
$379K +$262K +10,278 +271%
SCM
196
Sandler Capital Management
New York
$377K
AWA
197
Arete Wealth Advisors
Illinois
$377K +$47.1K +1,851 +15%
CAG
198
Csenge Advisory Group
Florida
$374K -$11.3K -443 -3%
Brown Advisory
199
Brown Advisory
Maryland
$368K -$3.23K -127 -0.9%
TRCT
200
Tower Research Capital (TRC)
New York
$362K +$198K +7,775 +138%

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.