We are live on ! Find out more
HR icon

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
RQS
201
Ramsey Quantitative Systems
Kentucky
$362K +$342K +13,428 New
NAM
202
Nissay Asset Management
Japan
$350K
VIA
203
Vident Investment Advisory
Georgia
$348K -$75.8K -2,978 -19%
GT
204
Glenview Trust
Kentucky
$347K
Prudential Financial
205
Prudential Financial
New Jersey
$342K
IWM
206
IHT Wealth Management
Illinois
$341K -$165K -6,498 -34%
SFP
207
Shepherd Financial Partners
Massachusetts
$330K
M&T Bank
208
M&T Bank
New York
$323K +$2.57K +101 +0.8%
Manulife (Manufacturers Life Insurance)
209
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$312K -$69.6K -2,735 -19%
KM
210
Kalos Management
Georgia
$303K -$14.4K -567 -5%
N
211
Nuveen
North Carolina
$300K -$54.6M -2,147,520 -99%
JCM
212
Janney Capital Management
Pennsylvania
$297K +$25.4K +1,000 +10%
CCM
213
Cadence Capital Management
Massachusetts
$295K -$3.1K -122 -1%
CF
214
Centaurus Financial
California
$279K +$263K +10,339 New
FAAS
215
First Allied Advisory Services
California
$277K +$263K +10,324 New
PCMC
216
Paragon Capital Management (Colorado)
Colorado
$275K +$9.8K +385 +4%
Comerica Bank
217
Comerica Bank
Texas
$272K -$204 -8 -0.1%
NFG
218
Next Financial Group
Texas
$270K -$72.6K -2,855 -22%
FGAM
219
Financial Gravity Asset Management
Texas
$264K
SOAMC
220
Spirit of America Management Corp
New York
$256K -$25.4K -1,000 -10%
BC
221
Brinker Capital
Pennsylvania
$252K +$238K +9,363 New
PCM
222
Parsons Capital Management
Rhode Island
$242K
JMPWA
223
JP Morgan Private Wealth Advisors
California
$239K +$226K +8,867 New
SWM
224
SeaCrest Wealth Management
New York
$232K -$12.7K -500 -5%
WCM
225
Weatherstone Capital Management
Colorado
$226K +$213K +8,387 New

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.