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Healthcare Realty

341 hedge funds and large institutions have $5.48B invested in Healthcare Realty in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

5,481% more call options, than puts

Call options by funds: $1.17M | Put options by funds: $21K

35% more repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 102

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

1.49% more ownership

Funds ownership: 165.74%167.23% (+1.5%)

1% more funds holding

Funds holding: 339341 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

18% less capital invested

Capital invested by funds: $6.71B → $5.48B (-$1.23B)

Holders
341
Holders Change
+2
Holders Change %
+0.59%
% of All Funds
7.51%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
45
Increased
138
Reduced
102
Closed
37
Calls
$1.17M
Puts
$21K
Net Calls
+$1.15M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
201
Vident Investment Advisory
Georgia
$459K -$47.6K -1,577 -8%
AAM
202
Advisors Asset Management
Colorado
$449K +$374K +12,387 +203%
CFGS
203
Concourse Financial Group Securities
Alabama
$414K +$3.75K +124 +0.7%
Stifel Financial
204
Stifel Financial
Missouri
$412K +$518K +17,155 New
M&T Bank
205
M&T Bank
New York
$403K +$209K +6,916 +71%
NAM
206
Nissay Asset Management
Japan
$400K +$24.8K +822 +5%
CG
207
Colony Group
Massachusetts
$399K -$116K -3,834 -19%
BFG
208
Barber Financial Group
Kansas
$386K +$60 +2 +0%
Carson Wealth (CWM LLC)
209
Carson Wealth (CWM LLC)
Nebraska
$385K
EGM
210
Engineers Gate Manager
New York
$374K +$465K +15,404 New
BW
211
Bison Wealth
Georgia
$355K
AGA
212
Arkos Global Advisors
Texas
$355K +$441K +14,612 New
RFN
213
RDA Financial Network
Iowa
$352K +$10.9K +360 +3%
RIL
214
Rothschild Investment LLC
Illinois
$351K
RIM
215
Redpoint Investment Management
Australia
$350K -$23.4K -775 -5%
QC
216
Quadrature Capital
United Kingdom
$345K +$429K +14,202 New
AQR Capital Management
217
AQR Capital Management
Connecticut
$339K -$491K -16,249 -54%
SXL
218
Summit X LLC
Missouri
$332K
Creative Planning
219
Creative Planning
Kansas
$325K -$68.9K -2,281 -15%
PIA
220
Pinion Investment Advisors
Kansas
$323K +$63.6K +2,105 +19%
FC
221
FORA Capital
Florida
$317K +$33.5K +1,110 +9%
GT
222
Glenview Trust
Kentucky
$313K
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$313K +$140K +4,629 +56%
KA
224
Kovack Advisors
Florida
$312K
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$305K -$317K -10,505 -46%

HR Hedge Fund Activity: Q1 2020 in Review

341 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2020, worth a combined $5.48B — down 18% from $6.71B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HR positions and 37 closed out — a net gain of 8 holders — while 138 added to existing stakes and 102 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $160M. The largest seller was Cohen & Steers, cutting an estimated $84.1M.

  • 341 institutional investors held Healthcare Realty (HR) as of Q1 2020, up from 339 in Q4 2019.
  • Funds reported $5.48B of Healthcare Realty stock for Q1 2020, down 18% quarter-over-quarter.
  • 45 funds opened new Healthcare Realty positions in Q1 2020 and 37 closed out, a net change of +8 holders.
  • The largest Healthcare Realty buyer in Q1 2020 was Victory Capital Management, an estimated $160M added.
  • The largest Healthcare Realty seller in Q1 2020 was Cohen & Steers, an estimated $84.1M sold.

Based on aggregated 13F filings for Q1 2020.