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Healthcare Realty

387 hedge funds and large institutions have $7.25B invested in Healthcare Realty in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 115 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,233% more call options, than puts

Call options by funds: $437M | Put options by funds: $32.8M

229% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 24

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

14% more funds holding

Funds holding: 338387 (+49)

10% more capital invested

Capital invested by funds: $6.6B → $7.25B (+$649M)

9% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 127

5.48% less ownership

Funds ownership: 152.88%147.4% (-5.5%)

Holders
387
Holders Change
+49
Holders Change %
+14.5%
% of All Funds
5.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
79
Increased
115
Reduced
127
Closed
24
Calls
$437M
Puts
$32.8M
Net Calls
+$404M
Net Calls Change
+$236M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
226
LDR Capital Management
New York
$697K +$59.3K +1,777 +9%
JMPWA
227
JP Morgan Private Wealth Advisors
California
$689K +$12.9K +387 +2%
E
228
Ergoteles
New York
$683K +$683K +20,454 New
GTCM
229
Gyon Technologies Capital Management
New Jersey
$674K +$674K +20,196 New
Marshall Wace
230
Marshall Wace
United Kingdom
$669K +$668K +20,006 New
BCI
231
Brinker Capital Investments
Pennsylvania
$666K -$11.8K -352 -2%
DCM
232
Dupont Capital Management
Delaware
$661K -$144K -4,306 -18%
NA
233
NewEdge Advisors
Louisiana
$641K +$641K +19,198 New
MLICM
234
Metropolitan Life Insurance Company (MetLife)
New York
$631K +$67 +2 +0%
ECM
235
ExodusPoint Capital Management
New York
$617K +$617K +18,486 New
LCS
236
Levin Capital Strategies
New York
$611K +$611K +18,300 New
ADBIC
237
A.D. Beadell Investment Counsel
Wisconsin
$594K -$66.8K -2,000 -10%
JWM
238
Jeppson Wealth Management
California
$588K -$200 -6 -0%
TRCT
239
Tower Research Capital (TRC)
New York
$586K +$421K +12,603 +255%
RIM
240
Redpoint Investment Management
Australia
$581K -$33.2K -993 -5%
EGM
241
Engineers Gate Manager
New York
$577K +$577K +17,271 New
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$576K
MCC
243
Money Concepts Capital
Florida
$550K +$550K +16,481 New
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$510K +$510K +15,272 New
HighTower Advisors
245
HighTower Advisors
Illinois
$506K +$24.1K +721 +5%
Wolverine Trading
246
Wolverine Trading
Illinois
$498K -$1.34M -40,024 -73%
SAM
247
Storebrand Asset Management
Norway
$492K +$23.8K +713 +5%
AGA
248
Arkos Global Advisors
Texas
$488K
IMRF
249
Illinois Municipal Retirement Fund
Illinois
$488K
SWM
250
Strategic Wealth Management
Washington
$487K

HR Hedge Fund Activity: Q4 2021 in Review

387 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2021, worth a combined $7.25B — up 9.8% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HR positions and 24 closed out — a net gain of 55 holders — while 115 added to existing stakes and 127 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $61.2M. The largest seller was Goldman Sachs, cutting an estimated $152M.

  • 387 institutional investors held Healthcare Realty (HR) as of Q4 2021, up from 338 in Q3 2021.
  • Funds reported $7.25B of Healthcare Realty stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 79 funds opened new Healthcare Realty positions in Q4 2021 and 24 closed out, a net change of +55 holders.
  • The largest Healthcare Realty buyer in Q4 2021 was Principal Financial Group, an estimated $61.2M added.
  • The largest Healthcare Realty seller in Q4 2021 was Goldman Sachs, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2021.