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Healthcare Realty

255 hedge funds and large institutions have $3.82B invested in Healthcare Realty in 2016 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 115 increasing their positions, 65 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 16

77% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 65

21% more capital invested

Capital invested by funds: $3.16B → $3.82B (+$660M)

10% more funds holding

Funds holding: 231255 (+24)

5.13% more ownership

Funds ownership: 107.52%112.66% (+5.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

66% less call options, than puts

Call options by funds: $764K | Put options by funds: $2.23M

Holders
255
Holders Change
+24
Holders Change %
+10.39%
% of All Funds
6.8%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
43
Increased
115
Reduced
65
Closed
16
Calls
$764K
Puts
$2.23M
Net Calls
-$1.47M
Net Calls Change
+$77K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$651M +$36.3M +1,203,681 +6%
Cohen & Steers
2
Cohen & Steers
New York
$604M -$10.5M -348,950 -2%
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$240M +$4.02M +133,463 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$177M +$67.6M +2,244,839 +70%
CIMLRA
5
CBRE Investment Management Listed Real Assets
Pennsylvania
$159M +$24.3M +806,575 +20%
BIT
6
BlackRock Institutional Trust
California
$147M +$12M +398,117 +10%
Deutsche Bank
7
Deutsche Bank
Germany
$125M -$2.98M -98,831 -2%
PIM
8
Perkins Investment Management
Illinois
$97.1M -$2.31M -76,591 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$96.8M +$4.29M +142,545 +5%
AAMU
10
APG Asset Management US
New York
$91.3M -$1.62M -53,714 -2%
N
11
Nuveen
North Carolina
$90.7M +$30.8M +1,022,015 +57%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$80.7M +$9.47M +314,240 +14%
ClearBridge Investments
13
ClearBridge Investments
New York
$79.5M +$2.9M +96,255 +4%
State Street
14
State Street
Massachusetts
$76M +$4.6M +152,779 +7%
BFA
15
BlackRock Fund Advisors
California
$74M +$8.27M +274,486 +14%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$56.2M +$257K +8,526 +0.5%
DPIM
17
Duff & Phelps Investment Management
Illinois
$52.1M +$28.3M +940,402 +140%
Northern Trust
18
Northern Trust
Illinois
$39M +$4.69M +155,546 +15%
Millennium Management
19
Millennium Management
New York
$37.6M +$23.7M +786,256 +209%
Norges Bank
20
Norges Bank
Norway
$37.4M +$1.34M +44,533 +4%
PAMU
21
Pictet Asset Management (UK)
United Kingdom
$36.3M +$36.2M +1,203,396 New
Bank of America
22
Bank of America
North Carolina
$33.5M -$400K -13,273 -1%
ACM
23
Adelante Capital Management
California
$31.3M +$2.37M +78,736 +9%
BG
24
BlackRock Group
United Kingdom
$30.5M +$1.73M +57,570 +7%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$27.8M +$1.42M +47,290 +6%

HR Hedge Fund Activity: Q2 2016 in Review

255 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2016, worth a combined $3.82B — up 21% from $3.16B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new HR positions and 16 closed out — a net gain of 27 holders — while 115 added to existing stakes and 65 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $67.6M. The largest seller was Visium Asset Management, exiting entirely with an estimated $70.1M sold.

  • 255 institutional investors held Healthcare Realty (HR) as of Q2 2016, up from 231 in Q1 2016.
  • Funds reported $3.82B of Healthcare Realty stock for Q2 2016, up 21% quarter-over-quarter.
  • 43 funds opened new Healthcare Realty positions in Q2 2016 and 16 closed out, a net change of +27 holders.
  • The largest Healthcare Realty buyer in Q2 2016 was Bank of New York Mellon, an estimated $67.6M added.
  • The largest Healthcare Realty seller in Q2 2016 was Visium Asset Management, an estimated $70.1M sold.

Based on aggregated 13F filings for Q2 2016.