Healthcare Realty
162 hedge funds and large institutions have $1.08B invested in Healthcare Realty in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 47 reducing their positions, and 26 closing their positions.
49% more capital invested
Capital invested by funds: $729M → $1.08B (+$355M)
47% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 47
34.1% more ownership
Funds ownership: 58.24% → 92.33% (+34%)
4% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 26
1% less funds holding
Funds holding: 163 → 162 (-1)
58% less call options, than puts
Call options by funds: $131K | Put options by funds: $312K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$102M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$102M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$94.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$52.1M |
| 5 |
Goldman Sachs
New York
|
+$24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$13.3M |
| 2 |
Renaissance Technologies
New York
|
-$12.2M |
| 3 |
Millennium Management
New York
|
-$6.51M |
| 4 |
MSA
Mason Street Advisors
Milwaukee,
Wisconsin
|
-$3.24M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$3.1M |
HR Hedge Fund Activity: Q3 2013 in Review
162 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2013, worth a combined $1.08B — up 49% from $729M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new HR positions and 26 closed out — a net gain of 1 holder — while 69 added to existing stakes and 47 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $102M. The largest seller was Heitman Real Estate Securities, exiting entirely with an estimated $13.3M sold.
- 162 institutional investors held Healthcare Realty (HR) as of Q3 2013, down from 163 in Q2 2013.
- Funds reported $1.08B of Healthcare Realty stock for Q3 2013, up 49% quarter-over-quarter.
- 27 funds opened new Healthcare Realty positions in Q3 2013 and 26 closed out, a net change of +1 holder.
- The largest Healthcare Realty buyer in Q3 2013 was Cohen & Steers, an estimated $102M added.
- The largest Healthcare Realty seller in Q3 2013 was Heitman Real Estate Securities, an estimated $13.3M sold.
Based on aggregated 13F filings for Q3 2013.