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Healthcare Realty

419 hedge funds and large institutions have $7.35B invested in Healthcare Realty in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

6% more funds holding

Funds holding: 394419 (+25)

2.6% more ownership

Funds ownership: 98.99%101.6% (+2.6%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 141

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less capital invested

Capital invested by funds: $7.83B → $7.35B (-$476M)

61% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $4.09M

Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
149
Reduced
141
Closed
48
Calls
$1.59M
Puts
$4.09M
Net Calls
-$2.5M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
226
SG Americas Securities
New York
$543K -$1.44M -73,507 -72%
Bank of Nova Scotia
227
Bank of Nova Scotia
Ontario, Canada
$542K +$552K +28,127 New
IF
228
Intrua Financial
Texas
$540K +$249K +12,698 +96%
AIP
229
Ahrens Investment Partners
Louisiana
$529K -$78.6K -4,003 -13%
Cetera Investment Advisers
230
Cetera Investment Advisers
Illinois
$521K +$531K +27,026 New
FC
231
FORA Capital
Florida
$516K -$18K -915 -3%
CIBC World Market
232
CIBC World Market
Ontario, Canada
$513K +$118K +6,016 +29%
WorldQuant Millennium Advisors
233
WorldQuant Millennium Advisors
New York
$499K +$509K +25,890 New
PP
234
Prudential plc
United Kingdom
$484K +$494K +25,135 New
AFP
235
Ausdal Financial Partners
Iowa
$479K -$51.6K -2,629 -10%
ETC
236
Exchange Traded Concepts
Oklahoma
$478K -$109K -5,565 -18%
CAS
237
Coppell Advisory Solutions
Texas
$466K +$475K +24,171 New
CASC
238
Coppell Advisory Solutions Corp
Texas
$466K +$475K +24,171 New
TD Asset Management
239
TD Asset Management
Ontario, Canada
$457K +$466K +23,700 New
Brown Advisory
240
Brown Advisory
Maryland
$454K +$5.7K +290 +1%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$444K +$45.3K +2,304 +11%
AA
242
ALPS Advisors
Colorado
$441K +$450K +22,900 New
HWM
243
Heirloom Wealth Management
Colorado
$424K +$432K +21,992 New
DADC
244
D.A. Davidson & Co
Montana
$417K -$22.6K -1,149 -5%
PCM
245
Penserra Capital Management
California
$416K +$424K +21,605 New
AAS
246
Ameritas Advisory Services
Nebraska
$393K +$400K +20,385 New
JFG
247
Jefferies Financial Group
New York
$382K +$389K +19,810 New
D.E. Shaw & Co
248
D.E. Shaw & Co
New York
$382K -$2.47M -125,517 -86%
Creative Planning
249
Creative Planning
Kansas
$379K +$129K +6,545 +50%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$377K +$77.2K +3,928 +25%

HR Hedge Fund Activity: Q4 2022 in Review

419 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2022, worth a combined $7.35B — down 6.1% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HR positions and 48 closed out — a net gain of 29 holders — while 149 added to existing stakes and 141 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $305M. The largest seller was Deutsche Bank, cutting an estimated $73.9M.

  • 419 institutional investors held Healthcare Realty (HR) as of Q4 2022, up from 394 in Q3 2022.
  • Funds reported $7.35B of Healthcare Realty stock for Q4 2022, down 6.1% quarter-over-quarter.
  • 77 funds opened new Healthcare Realty positions in Q4 2022 and 48 closed out, a net change of +29 holders.
  • The largest Healthcare Realty buyer in Q4 2022 was Cohen & Steers, an estimated $305M added.
  • The largest Healthcare Realty seller in Q4 2022 was Deutsche Bank, an estimated $73.9M sold.

Based on aggregated 13F filings for Q4 2022.