We are live on ! Find out more
HR icon

Healthcare Realty

220 hedge funds and large institutions have $2.07B invested in Healthcare Realty in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,614% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $21K

17% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 76

3.18% more ownership

Funds ownership: 88.29%91.47% (+3.2%)

1% more capital invested

Capital invested by funds: $2.04B → $2.07B (+$26.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

1% less funds holding

Funds holding: 223220 (-3)

Holders
220
Holders Change
-3
Holders Change %
-1.35%
% of All Funds
6.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
89
Reduced
76
Closed
21
Calls
$1.62M
Puts
$21K
Net Calls
+$1.6M
Net Calls Change
+$717K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$382M +$10.6M +435,997 +3%
Cohen & Steers
2
Cohen & Steers
New York
$276M +$7.04M +290,166 +2%
Invesco
3
Invesco
Georgia
$238M -$1.67M -68,686 -0.7%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$122M -$197K -8,106 -0.2%
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$100M +$20M +822,200 +24%
BIT
6
BlackRock Institutional Trust
California
$77.5M +$6.64M +273,672 +9%
VAM
7
Visium Asset Management
New York
$57.5M +$3.94M +162,459 +7%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$50.4M -$972K -40,034 -2%
SAMC
9
Shinko Asset Management Company
Japan
$47.5M +$2.9M +119,550 +6%
BFA
10
BlackRock Fund Advisors
California
$43.1M +$20M +823,195 +80%
State Street
11
State Street
Massachusetts
$41.1M +$9.28M +382,368 +27%
CNB
12
City National Bank
California
$31.2M +$3.64M +149,917 +13%
N
13
Nuveen
North Carolina
$28.3M +$15.7M +645,250 +112%
Prudential Financial
14
Prudential Financial
New Jersey
$25.3M +$8.33M +343,157 +46%
ACM
15
Adelante Capital Management
California
$24.3M +$2.46M +101,571 +11%
SRES
16
Starwood Real Estate Securities
Connecticut
$21M -$2.3M -94,925 -9%
Northern Trust
17
Northern Trust
Illinois
$20.8M +$5.7M +234,971 +35%
TA
18
Teachers Advisors
New York
$20.6M -$454K -18,715 -2%
BG
19
BlackRock Group
United Kingdom
$19.1M +$11.7M +483,227 +143%
Macquarie Group
20
Macquarie Group
Australia
$19M +$6.29M +259,304 +46%
Goldman Sachs
21
Goldman Sachs
New York
$17.3M +$11.5M +475,220 +177%
LPL Financial
22
LPL Financial
California
$17.3M -$236K -9,737 -1%
American Century Companies
23
American Century Companies
Missouri
$15.8M -$1.3M -53,521 -7%
Norges Bank
24
Norges Bank
Norway
$15.1M -$15.8M -649,320 -50%
RFC
25
Russell Frank Company
Washington
$15M -$3.18M -130,894 -17%

HR Hedge Fund Activity: Q3 2014 in Review

220 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2014, worth a combined $2.07B — up 1.3% from $2.04B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of HR and 20 opened new positions — a net loss of 1 holder — while 76 trimmed existing stakes and 89 added.

The largest buyer was BlackRock Fund Advisors, adding an estimated $20M. The largest seller was Presima Securities, cutting an estimated $20M.

  • 220 institutional investors held Healthcare Realty (HR) as of Q3 2014, down from 223 in Q2 2014.
  • Funds reported $2.07B of Healthcare Realty stock for Q3 2014, up 1.3% quarter-over-quarter.
  • 20 funds opened new Healthcare Realty positions in Q3 2014 and 21 closed out, a net change of -1 holder.
  • The largest Healthcare Realty buyer in Q3 2014 was BlackRock Fund Advisors, an estimated $20M added.
  • The largest Healthcare Realty seller in Q3 2014 was Presima Securities, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2014.