We are live on ! Find out more
HR icon

Healthcare Realty

285 hedge funds and large institutions have $6.2B invested in Healthcare Realty in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 116 increasing their positions, 86 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more call options, than puts

Call options by funds: $218K | Put options by funds: $52K

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

35% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 86

3% more funds holding

Funds holding: 276285 (+9)

1.44% more ownership

Funds ownership: 163.96%165.4% (+1.4%)

3% more capital invested

Capital invested by funds: $6.05B → $6.2B (+$158M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
285
Holders Change
+9
Holders Change %
+3.26%
% of All Funds
6.46%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
45
Increased
116
Reduced
86
Closed
33
Calls
$218K
Puts
$52K
Net Calls
+$166K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$953M +$41.5M +1,373,265 +5%
Cohen & Steers
2
Cohen & Steers
New York
$897M +$35.9M +1,186,762 +4%
BlackRock
3
BlackRock
New York
$425M +$17.2M +567,817 +4%
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$370M +$14.3M +472,550 +4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$269M +$37.9M +1,251,650 +16%
CIMLRA
6
CBRE Investment Management Listed Real Assets
Pennsylvania
$235M +$30.8M +1,018,803 +15%
ZP
7
Zimmer Partners
New York
$229M -$30.2M -999,512 -12%
ClearBridge Investments
8
ClearBridge Investments
New York
$174M -$266K -8,778 -0.2%
JP Morgan Chase
9
JP Morgan Chase
New York
$173M +$5.82M +192,403 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$173M +$1.25M +41,400 +0.7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$141M +$3.35M +110,840 +2%
AAMU
12
APG Asset Management US
New York
$117M +$4.16M +137,469 +4%
State Street
13
State Street
Massachusetts
$117M +$4.75M +157,098 +4%
Principal Financial Group
14
Principal Financial Group
Iowa
$116M -$2.33M -77,096 -2%
ACI
15
AMP Capital Investors
Australia
$93.9M -$2.51M -83,113 -3%
Renaissance Technologies
16
Renaissance Technologies
New York
$92.5M -$4.24M -140,179 -4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$84.5M +$11.5M +379,925 +16%
DPIM
18
Duff & Phelps Investment Management
Illinois
$61.1M +$991K +32,750 +2%
Northern Trust
19
Northern Trust
Illinois
$59.5M +$4.38M +144,693 +8%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$59.3M -$7.43M -245,633 -11%
Morgan Stanley
21
Morgan Stanley
New York
$55M -$8.29M -274,196 -13%
N
22
Nuveen
North Carolina
$53.2M +$12.9M +425,612 +32%
American Century Companies
23
American Century Companies
Missouri
$51.4M +$16.5M +546,328 +47%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$50.9M +$2.76M +91,301 +6%
PS
25
Presima Securities
Quebec, Canada
$50.7M -$172K -5,700 -0.3%

HR Hedge Fund Activity: Q4 2017 in Review

285 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2017, worth a combined $6.2B — up 2.6% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new HR positions and 33 closed out — a net gain of 12 holders — while 116 added to existing stakes and 86 trimmed.

The largest buyer was Vanguard Group, adding an estimated $41.5M. The largest seller was Schroder Investment Management Group, cutting an estimated $33.1M.

  • 285 institutional investors held Healthcare Realty (HR) as of Q4 2017, up from 276 in Q3 2017.
  • Funds reported $6.2B of Healthcare Realty stock for Q4 2017, up 2.6% quarter-over-quarter.
  • 45 funds opened new Healthcare Realty positions in Q4 2017 and 33 closed out, a net change of +12 holders.
  • The largest Healthcare Realty buyer in Q4 2017 was Vanguard Group, an estimated $41.5M added.
  • The largest Healthcare Realty seller in Q4 2017 was Schroder Investment Management Group, an estimated $33.1M sold.

Based on aggregated 13F filings for Q4 2017.