Healthcare Realty
199 hedge funds and large institutions have $2.41B invested in Healthcare Realty in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 84 reducing their positions, and 31 closing their positions.
60% more call options, than puts
Call options by funds: $1.06M | Put options by funds: $659K
0.55% more ownership
Funds ownership: 79.69% → 80.24% (+0.55%)
6% less funds holding
Funds holding: 211 → 199 (-12)
13% less capital invested
Capital invested by funds: $2.78B → $2.41B (-$372M)
21% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 84
35% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$49.4M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$37.6M |
| 3 |
ClearBridge Investments
New York
|
+$24.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$10.1M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$9.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Daiwa Securities Group
Tokyo,
Japan
|
-$16.3M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$16.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$15.9M |
| 4 |
Cohen & Steers
New York
|
-$14.4M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$12.8M |
HR Hedge Fund Activity: Q2 2015 in Review
199 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2015, worth a combined $2.41B — down 13% from $2.78B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of HR and 20 opened new positions — a net loss of 11 holders — while 84 trimmed existing stakes and 66 added.
The largest buyer was Perkins Investment Management, opening a new position worth an estimated $49.4M. The largest seller was Daiwa Securities Group, cutting an estimated $16.3M.
- 199 institutional investors held Healthcare Realty (HR) as of Q2 2015, down from 211 in Q1 2015.
- Funds reported $2.41B of Healthcare Realty stock for Q2 2015, down 13% quarter-over-quarter.
- 20 funds opened new Healthcare Realty positions in Q2 2015 and 31 closed out, a net change of -11 holders.
- The largest Healthcare Realty buyer in Q2 2015 was Perkins Investment Management, an estimated $49.4M added.
- The largest Healthcare Realty seller in Q2 2015 was Daiwa Securities Group, an estimated $16.3M sold.
Based on aggregated 13F filings for Q2 2015.