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Healthcare Realty

202 hedge funds and large institutions have $2.57B 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.

New
Increased
Maintained
Reduced
Closed

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: $2.37B → $2.57B (+$197M)

5.98% more ownership

Funds ownership: 100.05%106.03% (+6%)

2% more funds holding

Funds holding: 199202 (+3)

4% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 73

Holders
202
Holders Change
+3
Holders Change %
+1.51%
% of All Funds
5.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
76
Reduced
73
Closed
22
Calls
$2.49M
Puts
$1.47M
Net Calls
+$1.02M
Net Calls Change
+$628K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$428M +$1.66M +67,345 +0.4%
Cohen & Steers
2
Cohen & Steers
New York
$342M +$29.6M +1,201,121 +9%
Invesco
3
Invesco
Georgia
$310M +$12.4M +501,587 +4%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$156M +$41.3M +1,672,718 +36%
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$107M -$20.9M -846,351 -16%
BIT
6
BlackRock Institutional Trust
California
$104M +$6.16M +249,578 +6%
Deutsche Bank
7
Deutsche Bank
Germany
$101M +$11.5M +466,413 +13%
PIM
8
Perkins Investment Management
Illinois
$85.6M +$43.2M +1,751,791 +91%
VAM
9
Visium Asset Management
New York
$77.9M +$7.27M +294,550 +10%
CNB
10
City National Bank
California
$55.6M +$6.59M +267,136 +13%
State Street
11
State Street
Massachusetts
$53.3M -$4.53M -183,625 -8%
SAMC
12
Shinko Asset Management Company
Japan
$50.3M -$24.7K -1,000 -0%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$47.1M +$4.12M +166,889 +10%
BFA
14
BlackRock Fund Advisors
California
$45.8M -$1.05M -42,378 -2%
ClearBridge Investments
15
ClearBridge Investments
New York
$40.9M +$15.1M +610,930 +58%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$38.6M +$10.1M +408,359 +35%
ACM
17
Adelante Capital Management
California
$29.3M -$3.32M -134,389 -10%
AAMU
18
APG Asset Management US
New York
$26.9M +$9.88M +400,500 +58%
Norges Bank
19
Norges Bank
Norway
$26.3M
TA
20
Teachers Advisors
New York
$25.8M -$28.7K -1,163 -0.1%
Northern Trust
21
Northern Trust
Illinois
$24.5M +$268K +10,845 +1%
Bank of America
22
Bank of America
North Carolina
$23.4M +$7.79M +315,578 +49%
RFC
23
Russell Frank Company
Washington
$23M +$128K +5,184 +0.6%
BG
24
BlackRock Group
United Kingdom
$19.9M -$80.1K -3,245 -0.4%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$19.4M +$521K +21,103 +3%

HR Hedge Fund Activity: Q3 2015 in Review

202 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2015, worth a combined $2.57B — up 8.3% from $2.37B 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 $2.57B 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.