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Healthcare Realty

311 hedge funds and large institutions have $5.2B invested in Healthcare Realty in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 101 increasing their positions, 108 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

690% more call options, than puts

Call options by funds: $474K | Put options by funds: $60K

0.39% more ownership

Funds ownership: 146.33%146.71% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

3% less capital invested

Capital invested by funds: $5.39B → $5.2B (-$188M)

6% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 108

8% less funds holding

Funds holding: 337311 (-26)

38% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 53

Holders
311
Holders Change
-26
Holders Change %
-7.72%
% of All Funds
6.75%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
33
Increased
101
Reduced
108
Closed
53
Calls
$474K
Puts
$60K
Net Calls
+$414K
Net Calls Change
+$67K
Name Holding Trade Value Shares
Change
Change in
Stake
LSCM
201
LaSalle Street Capital Management
Illinois
$397K
GCP
202
GSA Capital Partners
United Kingdom
$394K -$375K -13,316 -48%
NAM
203
Nissay Asset Management
Japan
$391K +$10.4K +368 +3%
Creative Planning
204
Creative Planning
Kansas
$389K -$129K -4,570 -24%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$385K
PA
206
Profund Advisors
Maryland
$381K +$59.1K +2,098 +18%
TCM
207
Teza Capital Management
Illinois
$379K +$389K +13,824 New
HAG
208
HighPoint Advisor Group
Illinois
$377K -$2.31K -82 -0.6%
KM
209
Kalos Management
Georgia
$369K +$389K +13,824 New
FAAS
210
First Allied Advisory Services
California
$365K +$8.14K +289 +2%
GT
211
Glenview Trust
Kentucky
$353K
RIM
212
Redpoint Investment Management
Australia
$350K
SXL
213
Summit X LLC
Missouri
$341K
BC
214
Brinker Capital
Pennsylvania
$333K +$16.1K +571 +5%
PIA
215
Pinion Investment Advisors
Kansas
$319K -$37.4K -1,330 -10%
Prudential Financial
216
Prudential Financial
New Jersey
$314K -$19.7K -700 -6%
JCM
217
Janney Capital Management
Pennsylvania
$302K
NIPH
218
NN Investment Partners Holdings
Netherlands
$297K
SFP
219
Shepherd Financial Partners
Massachusetts
$287K
AIL
220
AGF Investments LLC
Ontario, Canada
$286K +$76.4K +2,712 +35%
M&T Bank
221
M&T Bank
New York
$283K -$5.41K -192 -2%
NFG
222
Next Financial Group
Texas
$283K +$22.3K +791 +8%
OAM
223
Oppenheimer Asset Management
New York
$273K +$3.44K +122 +1%
CA
224
Claro Advisors
Massachusetts
$260K -$39.4K -1,400 -13%
FGAM
225
Financial Gravity Asset Management
Texas
$259K

HR Hedge Fund Activity: Q2 2019 in Review

311 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2019, worth a combined $5.2B — down 3.5% from $5.39B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of HR and 33 opened new positions — a net loss of 20 holders — while 108 trimmed existing stakes and 101 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $134M. The largest seller was JP Morgan Chase, cutting an estimated $114M.

  • 311 institutional investors held Healthcare Realty (HR) as of Q2 2019, down from 337 in Q1 2019.
  • Funds reported $5.2B of Healthcare Realty stock for Q2 2019, down 3.5% quarter-over-quarter.
  • 33 funds opened new Healthcare Realty positions in Q2 2019 and 53 closed out, a net change of -20 holders.
  • The largest Healthcare Realty buyer in Q2 2019 was T. Rowe Price Associates, an estimated $134M added.
  • The largest Healthcare Realty seller in Q2 2019 was JP Morgan Chase, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2019.