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Healthcare Realty

279 hedge funds and large institutions have $6.18B invested in Healthcare Realty in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 37 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 37

216% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 19

59.48% more ownership

Funds ownership: 111.2%170.68% (+59%)

52% more capital invested

Capital invested by funds: $4.07B → $6.18B (+$2.11B)

15% more funds holding

Funds holding: 242279 (+37)

2% more call options, than puts

Call options by funds: $855K | Put options by funds: $841K

Holders
279
Holders Change
+37
Holders Change %
+15.29%
% of All Funds
6.95%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
60
Increased
151
Reduced
37
Closed
19
Calls
$855K
Puts
$841K
Net Calls
+$14K
Net Calls Change
-$297K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$918M +$237M +7,510,727 +34%
Cohen & Steers
2
Cohen & Steers
New York
$813M +$281M +8,909,225 +52%
BlackRock
3
BlackRock
New York
$406M +$126M +4,003,376 +44%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$323M +$81.5M +2,586,706 +33%
ZP
5
Zimmer Partners
New York
$269M +$272M +8,632,912 New
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$255M +$93.5M +2,965,936 +57%
JP Morgan Chase
7
JP Morgan Chase
New York
$187M +$187M +5,921,387 +5,675%
ClearBridge Investments
8
ClearBridge Investments
New York
$179M +$100M +3,185,642 +123%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$173M +$53.4M +1,694,809 +44%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$143M +$99.8M +3,166,400 +220%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$131M +$10.2M +325,030 +8%
AAMU
12
APG Asset Management US
New York
$117M +$22.1M +700,000 +23%
State Street
13
State Street
Massachusetts
$111M +$26M +824,104 +30%
ACI
14
AMP Capital Investors
Australia
$105M +$44.5M +1,412,500 +72%
Renaissance Technologies
15
Renaissance Technologies
New York
$92.9M +$45.7M +1,450,372 +94%
Principal Financial Group
16
Principal Financial Group
Iowa
$91.5M +$92.5M +2,932,868 +29,473%
Norges Bank
17
Norges Bank
Norway
$90.3M +$50.5M +1,601,038 +123%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$73.5M +$13.5M +427,316 +22%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$71.6M +$11.9M +378,481 +20%
Morgan Stanley
20
Morgan Stanley
New York
$65.1M +$54.5M +1,727,456 +472%
DPIM
21
Duff & Phelps Investment Management
Illinois
$62.8M +$5.63M +178,650 +10%
Northern Trust
22
Northern Trust
Illinois
$55.8M +$17.1M +542,763 +43%
ACM
23
Adelante Capital Management
California
$53.2M +$4.17M +132,434 +8%
PS
24
Presima Securities
Quebec, Canada
$51.2M +$21.5M +683,300 +71%
FCM
25
Frontier Capital Management
Massachusetts
$49.2M +$37M +1,173,208 +287%

HR Hedge Fund Activity: Q2 2017 in Review

279 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2017, worth a combined $6.18B — up 52% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new HR positions and 19 closed out — a net gain of 41 holders — while 151 added to existing stakes and 37 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $281M. The largest seller was Deutsche Bank, cutting an estimated $171M.

  • 279 institutional investors held Healthcare Realty (HR) as of Q2 2017, up from 242 in Q1 2017.
  • Funds reported $6.18B of Healthcare Realty stock for Q2 2017, up 52% quarter-over-quarter.
  • 60 funds opened new Healthcare Realty positions in Q2 2017 and 19 closed out, a net change of +41 holders.
  • The largest Healthcare Realty buyer in Q2 2017 was Cohen & Steers, an estimated $281M added.
  • The largest Healthcare Realty seller in Q2 2017 was Deutsche Bank, an estimated $171M sold.

Based on aggregated 13F filings for Q2 2017.