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Healthcare Realty

279 hedge funds and large institutions have $6.18B invested in Healthcare Realty in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 37

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

59.48% more ownership

Funds ownership: 111.2%170.68% (+59%)

52% more capital invested

Capital invested by funds: $4.07B → $6.18B (+$2.11B)

15% more funds holding

Funds holding: 242279 (+37)

2% more call options, than puts

Call options by funds: $855K | Put options by funds: $841K

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
6.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
151
Reduced
37
Closed
19
Calls
$855K
Puts
$841K
Net Calls
+$14K
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
201
Shepherd Financial Partners
Massachusetts
$369K -$49.6K -1,572 -11%
PCM
202
Parsons Capital Management
Rhode Island
$362K -$29.9K -950 -8%
NFG
203
Next Financial Group
Texas
$345K -$6.84K -217 -2%
Manulife (Manufacturers Life Insurance)
204
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$344K +$157K +4,971 +82%
RA
205
RMR Advisors
Massachusetts
$342K +$31.5K +1,000 +10%
AT
206
Arden Trust
Delaware
$336K +$340K +10,780 New
SG Americas Securities
207
SG Americas Securities
New York
$331K +$92.4K +2,930 +38%
V
208
Veritable
Delaware
$330K +$106K +3,365 +46%
SOAMC
209
Spirit of America Management Corp
New York
$327K
JCM
210
Janney Capital Management
Pennsylvania
$311K +$315K +10,000 New
AWM
211
AE Wealth Management
Kansas
$304K +$308K +9,768 New
PNC Financial Services Group
212
PNC Financial Services Group
Pennsylvania
$303K +$76.4K +2,425 +33%
Comerica Bank
213
Comerica Bank
Texas
$302K +$115K +3,646 +58%
PA
214
Profund Advisors
Maryland
$294K +$298K +9,445 New
WCM
215
Weatherstone Capital Management
Colorado
$262K +$43K +1,364 +19%
EHC
216
Everett Harris & Co
California
$249K
QI
217
QS Investors
New York
$246K
FAAS
218
First Allied Advisory Services
California
$243K +$4.32K +137 +2%
AOWM
219
Alpha Omega Wealth Management
Virginia
$241K -$16.4K -521 -6%
1GA
220
1st Global Advisors
Texas
$229K +$232K +7,351 New
GP
221
Girard Partners
Pennsylvania
$219K
WAM
222
World Asset Management
Michigan
$215K +$218K +6,911 New
CCM
223
Cadence Capital Management
Massachusetts
$211K -$2.55K -81 -1%
PAS
224
Park Avenue Securities
New York
$208K +$222K +7,050 New
SI
225
Stephens Inc
Arkansas
$207K +$210K +6,654 New

HR Hedge Fund Activity: Q2 2017 in Review

279 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2017, worth a combined $6.18B — up 52% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HR positions and 19 closed out — a net gain of 41 holders — while 151 added to existing stakes and 37 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $281M. The largest seller was Deutsche Bank, cutting an estimated $171M.

  • 279 institutional investors held Healthcare Realty (HR) as of Q2 2017, up from 242 in Q1 2017.
  • Funds reported $6.18B of Healthcare Realty stock for Q2 2017, up 52% quarter-over-quarter.
  • 60 funds opened new Healthcare Realty positions in Q2 2017 and 19 closed out, a net change of +41 holders.
  • The largest Healthcare Realty buyer in Q2 2017 was Cohen & Steers, an estimated $281M added.
  • The largest Healthcare Realty seller in Q2 2017 was Deutsche Bank, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2017.