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Healthcare Realty

223 hedge funds and large institutions have $2.04B invested in Healthcare Realty in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 98 increasing their positions, 68 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 10

194% more call options, than puts

Call options by funds: $1.34M | Put options by funds: $455K

44% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 68

16% more capital invested

Capital invested by funds: $1.76B → $2.04B (+$280M)

10% more funds holding

Funds holding: 202223 (+21)

7.7% more ownership

Funds ownership: 80.59%88.29% (+7.7%)

Holders
223
Holders Change
+21
Holders Change %
+10.4%
% of All Funds
6.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
98
Reduced
68
Closed
10
Calls
$1.34M
Puts
$455K
Net Calls
+$882K
Net Calls Change
+$1.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$386M +$65.6M +2,753,091 +21%
Cohen & Steers
2
Cohen & Steers
New York
$280M -$8.4M -352,686 -3%
Invesco
3
Invesco
Georgia
$249M +$7.5M +314,736 +3%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$127M -$75.5K -3,168 -0.1%
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$84.2M -$3.21M -134,800 -4%
BIT
6
BlackRock Institutional Trust
California
$73.9M +$14.8M +619,362 +25%
VAM
7
Visium Asset Management
New York
$55.8M +$8.97M +376,519 +19%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$53.2M +$9.66M +405,693 +22%
SAMC
9
Shinko Asset Management Company
Japan
$46.4M +$4.15M +174,396 +10%
State Street
10
State Street
Massachusetts
$33.5M +$13.9M +582,471 +72%
Norges Bank
11
Norges Bank
Norway
$31.3M +$30.9M +1,298,640 New
CNB
12
City National Bank
California
$28.8M +$4.25M +178,344 +18%
BFA
13
BlackRock Fund Advisors
California
$24.9M +$10.1M +423,784 +69%
SRES
14
Starwood Real Estate Securities
Connecticut
$24.1M +$15.8M +662,149 +196%
ACM
15
Adelante Capital Management
California
$22.8M -$2.57M -107,782 -10%
PS
16
Presima Securities
Quebec, Canada
$22M -$643K -27,000 -3%
TA
17
Teachers Advisors
New York
$21.8M +$718K +30,144 +3%
RFC
18
Russell Frank Company
Washington
$18.7M +$5.77M +242,468 +45%
LPL Financial
19
LPL Financial
California
$18M -$3.41M -143,168 -16%
Prudential Financial
20
Prudential Financial
New Jersey
$18M -$319K -13,386 -2%
American Century Companies
21
American Century Companies
Missouri
$17.6M +$2.75M +115,310 +19%
Northern Trust
22
Northern Trust
Illinois
$16M -$1.12M -47,199 -7%
Bank of America
23
Bank of America
North Carolina
$14.3M +$398K +16,712 +3%
N
24
Nuveen
North Carolina
$13.8M +$4.06M +170,263 +42%
Macquarie Group
25
Macquarie Group
Australia
$13.5M +$367K +15,393 +3%

HR Hedge Fund Activity: Q2 2014 in Review

223 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2014, worth a combined $2.04B — up 16% from $1.76B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new HR positions and 10 closed out — a net gain of 21 holders — while 98 added to existing stakes and 68 trimmed.

The largest buyer was Vanguard Group, adding an estimated $65.6M. The largest seller was Goldman Sachs, cutting an estimated $54M.

  • 223 institutional investors held Healthcare Realty (HR) as of Q2 2014, up from 202 in Q1 2014.
  • Funds reported $2.04B of Healthcare Realty stock for Q2 2014, up 16% quarter-over-quarter.
  • 31 funds opened new Healthcare Realty positions in Q2 2014 and 10 closed out, a net change of +21 holders.
  • The largest Healthcare Realty buyer in Q2 2014 was Vanguard Group, an estimated $65.6M added.
  • The largest Healthcare Realty seller in Q2 2014 was Goldman Sachs, an estimated $54M sold.

Based on aggregated 13F filings for Q2 2014.