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Healthcare Realty

214 hedge funds and large institutions have $2.57B invested in Healthcare Realty in 2014 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 71 increasing their positions, 89 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,971% more call options, than puts

Call options by funds: $725K | Put options by funds: $35K

24% more capital invested

Capital invested by funds: $2.07B → $2.57B (+$504M)

6.15% more ownership

Funds ownership: 91.47%97.61% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 35

3% less funds holding

Funds holding: 220214 (-6)

20% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 89

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
5.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
71
Reduced
89
Closed
35
Calls
$725K
Puts
$35K
Net Calls
+$690K
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$458M +$13.9M +550,896 +3%
Cohen & Steers
2
Cohen & Steers
New York
$356M +$32.7M +1,292,476 +11%
Invesco
3
Invesco
Georgia
$271M -$5.84M -230,616 -2%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$140M -$2.45M -96,995 -2%
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$128M +$10.8M +426,550 +10%
BIT
6
BlackRock Institutional Trust
California
$94.9M +$4.61M +182,099 +5%
LIMS
7
Lasalle Investment Management Securities
Maryland
$81.3M +$74.3M +2,936,381 +3,685%
VAM
8
Visium Asset Management
New York
$71.8M +$4.7M +185,774 +7%
BFA
9
BlackRock Fund Advisors
California
$56.4M +$6.01M +237,431 +13%
SAMC
10
Shinko Asset Management Company
Japan
$55.1M -$21.5K -851 -0%
N
11
Nuveen
North Carolina
$52.4M +$18.4M +726,746 +60%
State Street
12
State Street
Massachusetts
$50.2M +$2.28M +90,268 +5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$46.4M -$11.3M -448,089 -21%
CNB
14
City National Bank
California
$40.6M +$4.1M +161,859 +12%
Prudential Financial
15
Prudential Financial
New Jersey
$37.7M +$7.9M +311,968 +29%
Northern Trust
16
Northern Trust
Illinois
$33.1M +$8.35M +329,975 +37%
ACM
17
Adelante Capital Management
California
$30.6M +$2.27M +89,752 +9%
Macquarie Group
18
Macquarie Group
Australia
$25.5M +$3.15M +124,515 +15%
Norges Bank
19
Norges Bank
Norway
$24.7M +$6.81M +269,227 +41%
TA
20
Teachers Advisors
New York
$22.6M -$1.18M -46,651 -5%
American Century Companies
21
American Century Companies
Missouri
$22.6M +$4.04M +159,664 +24%
BG
22
BlackRock Group
United Kingdom
$22.1M -$13.6K -539 -0.1%
AAMU
23
APG Asset Management US
New York
$21.6M +$13.9M +550,000 +218%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$18M +$2.8M +110,805 +20%
LPL Financial
25
LPL Financial
California
$17.8M -$1.9M -75,102 -10%

HR Hedge Fund Activity: Q4 2014 in Review

214 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2014, worth a combined $2.57B — up 24% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of HR and 32 opened new positions — a net loss of 3 holders — while 89 trimmed existing stakes and 71 added.

The largest buyer was Lasalle Investment Management Securities, adding an estimated $74.3M. The largest seller was Starwood Real Estate Securities, cutting an estimated $15.3M.

  • 214 institutional investors held Healthcare Realty (HR) as of Q4 2014, down from 220 in Q3 2014.
  • Funds reported $2.57B of Healthcare Realty stock for Q4 2014, up 24% quarter-over-quarter.
  • 32 funds opened new Healthcare Realty positions in Q4 2014 and 35 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q4 2014 was Lasalle Investment Management Securities, an estimated $74.3M added.
  • The largest Healthcare Realty seller in Q4 2014 was Starwood Real Estate Securities, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2014.