Healthcare Realty
202 hedge funds and large institutions have $2.61B invested in Healthcare Realty in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 76 increasing their positions, 73 reducing their positions, and 22 closing their positions.
70% more call options, than puts
Call options by funds: $2.49M | Put options by funds: $1.47M
18% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 22
8% more capital invested
Capital invested by funds: $2.41B → $2.61B (+$199M)
3.57% more ownership
Funds ownership: 80.24% → 83.82% (+3.6%)
2% more funds holding
Funds holding: 199 → 202 (+3)
4% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
+$43.2M |
| 2 |
Daiwa Securities Group
Tokyo,
Japan
|
+$41.3M |
| 3 |
Cohen & Steers
New York
|
+$29.6M |
| 4 |
ClearBridge Investments
New York
|
+$15.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$35.7M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$20.9M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$9.37M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.75M |
| 5 |
SI
Standard Investments
New York
|
-$5.05M |
HR Hedge Fund Activity: Q3 2015 in Review
202 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2015, worth a combined $2.61B — up 8.3% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new HR positions and 22 closed out — a net gain of 4 holders — while 76 added to existing stakes and 73 trimmed.
The largest buyer was Perkins Investment Management, adding an estimated $43.2M. The largest seller was Prudential Financial, cutting an estimated $35.7M.
- 202 institutional investors held Healthcare Realty (HR) as of Q3 2015, up from 199 in Q2 2015.
- Funds reported $2.61B of Healthcare Realty stock for Q3 2015, up 8.3% quarter-over-quarter.
- 26 funds opened new Healthcare Realty positions in Q3 2015 and 22 closed out, a net change of +4 holders.
- The largest Healthcare Realty buyer in Q3 2015 was Perkins Investment Management, an estimated $43.2M added.
- The largest Healthcare Realty seller in Q3 2015 was Prudential Financial, an estimated $35.7M sold.
Based on aggregated 13F filings for Q3 2015.