Healthcare Realty
296 hedge funds and large institutions have $5.67B invested in Healthcare Realty in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 119 reducing their positions, and 31 closing their positions.
23% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 31
2.87% more ownership
Funds ownership: 99.69% → 102.56% (+2.9%)
1% more funds holding
Funds holding: 292 → 296 (+4)
5% more capital invested
Capital invested by funds: $5.41B → $5.67B (+$266M)
24% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 119
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
79% less call options, than puts
Call options by funds: $337K | Put options by funds: $1.58M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$129M |
| 2 |
Millennium Management
New York
|
+$58.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$52.7M |
| 4 |
LPC
Long Pond Capital
New York
|
+$48.4M |
| 5 |
JP Morgan Chase
New York
|
+$39.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
-$54.6M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$40.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$33.5M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$23.5M |
| 5 |
TA
Teachers Advisors
New York
|
-$22.3M |
HR Hedge Fund Activity: Q2 2018 in Review
296 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2018, worth a combined $5.67B — up 4.9% from $5.41B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new HR positions and 31 closed out — a net gain of 7 holders — while 91 added to existing stakes and 119 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $129M. The largest seller was Nuveen, cutting an estimated $54.6M.
- 296 institutional investors held Healthcare Realty (HR) as of Q2 2018, up from 292 in Q1 2018.
- Funds reported $5.67B of Healthcare Realty stock for Q2 2018, up 4.9% quarter-over-quarter.
- 38 funds opened new Healthcare Realty positions in Q2 2018 and 31 closed out, a net change of +7 holders.
- The largest Healthcare Realty buyer in Q2 2018 was Principal Financial Group, an estimated $129M added.
- The largest Healthcare Realty seller in Q2 2018 was Nuveen, an estimated $54.6M sold.
Based on aggregated 13F filings for Q2 2018.