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HR

Healthcare Realty Trust Incorporated

Delisted

HR was delisted on the 20th of July, 2022.

300 hedge funds and large institutions have $4.51B invested in Healthcare Realty Trust Incorporated in 2021 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 83 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 20

51% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 83

9% more funds holding

Funds holding: 276300 (+24)

5% more capital invested

Capital invested by funds: $4.31B → $4.51B (+$197M)

35% less call options, than puts

Call options by funds: $420K | Put options by funds: $648K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
300
Holders Change
+24
Holders Change %
+8.7%
% of All Funds
4.62%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
47
Increased
125
Reduced
83
Closed
20
Calls
$420K
Puts
$648K
Net Calls
-$228K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$691M +$33M +1,029,853 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$684M +$16.5M +516,075 +2%
Principal Financial Group
3
Principal Financial Group
Iowa
$371M +$51.8M +1,614,865 +16%
State Street
4
State Street
Massachusetts
$250M +$17.9M +558,682 +8%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$155M -$29M -904,841 -16%
NI
6
Nuance Investments
Missouri
$151M -$16.6M -516,399 -10%
Goldman Sachs
7
Goldman Sachs
New York
$121M +$15.8M +493,380 +15%
Canada Pension Plan Investment Board
8
Canada Pension Plan Investment Board
Ontario, Canada
$110M +$2.15M +67,100 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$105M -$16.8M -523,851 -14%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$97.1M -$4.76M -148,588 -5%
Northern Trust
11
Northern Trust
Illinois
$92.5M +$13.4M +418,067 +17%
Franklin Resources
12
Franklin Resources
California
$85.4M +$950K +29,638 +1%
Charles Schwab
13
Charles Schwab
California
$78M -$2.31M -71,982 -3%
Norges Bank
14
Norges Bank
Norway
$77.3M +$5.98M +186,549 +8%
SI
15
Scout Investments
Missouri
$69M +$15.4M +480,016 +28%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$64.6M -$710K -22,147 -1%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$60.9M +$6.83M +213,163 +12%
N
18
Nuveen
North Carolina
$55M -$3.88M -121,043 -7%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$53.9M -$75.3M -2,348,093 -58%
JP Morgan Chase
20
JP Morgan Chase
New York
$53.1M -$39.4M -1,230,000 -42%
Legal & General Group
21
Legal & General Group
United Kingdom
$51.9M +$1.73M +53,847 +3%
Millennium Management
22
Millennium Management
New York
$35.2M +$21.8M +679,267 +157%
Invesco
23
Invesco
Georgia
$31.5M -$1.68M -52,472 -5%
VLKIM
24
Van Lanschot Kempen Investment Management
Netherlands
$27.7M +$6.24M +194,661 +29%
Fidelity International
25
Fidelity International
Bermuda
$27.6M +$379K +11,836 +1%

HR Hedge Fund Activity: Q4 2021 in Review

300 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty Trust Incorporated (HR) for Q4 2021, worth a combined $4.51B — up 4.6% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new HR positions and 20 closed out — a net gain of 27 holders — while 125 added to existing stakes and 83 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $51.8M. The largest seller was Fidelity Investments, cutting an estimated $75.3M.

  • 300 institutional investors held Healthcare Realty Trust Incorporated (HR) as of Q4 2021, up from 276 in Q3 2021.
  • Funds reported $4.51B of Healthcare Realty Trust Incorporated stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 47 funds opened new Healthcare Realty Trust Incorporated positions in Q4 2021 and 20 closed out, a net change of +27 holders.
  • The largest Healthcare Realty Trust Incorporated buyer in Q4 2021 was Principal Financial Group, an estimated $51.8M added.
  • The largest Healthcare Realty Trust Incorporated seller in Q4 2021 was Fidelity Investments, an estimated $75.3M sold.

Based on aggregated 13F filings for Q4 2021.