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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
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$486K -$1K -30 -0.2%
BFG
252
Barber Financial Group
Kansas
$462K -$1.57K -47 -0.3%
IF
253
Intrua Financial
Texas
$449K -$137K -4,098 -23%
CAN
254
Cetera Advisor Networks
California
$449K
FRM
255
Fox Run Management
Connecticut
$445K +$445K +13,336 New
KA
256
Kovack Advisors
Florida
$440K +$37.6K +1,126 +9%
RFN
257
RDA Financial Network
Iowa
$439K -$6.68K -200 -1%
PRC
258
Pearl River Capital
Michigan
$432K +$432K +12,942 New
GT
259
Glenview Trust
Kentucky
$430K
PAM
260
Panagora Asset Management
Massachusetts
$428K -$142K -4,247 -25%
PAS
261
Park Avenue Securities
New York
$414K -$11.3K -339 -3%
VPIM
262
Vanguard Personalized Indexing Management
California
$413K +$116K +3,461 +39%
Mariner
263
Mariner
Kansas
$407K -$11.6K -348 -3%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$406K -$91.1K -2,729 -18%
Rafferty Asset Management
265
Rafferty Asset Management
New York
$392K -$79.7K -2,387 -17%
BC
266
Bridgefront Capital
Texas
$388K +$388K +11,625 New
AAS
267
Ameritas Advisory Services
Nebraska
$378K +$378K +11,322 New
MAM
268
Morse Asset Management
Connecticut
$377K +$117K +3,500 +45%
MF
269
Magnetar Financial
Illinois
$372K +$372K +11,129 New
VHAM
270
Van Hulzen Asset Management
California
$369K
SAM
271
Shell Asset Management
Netherlands
$368K +$1.44K +43 +0.4%
CIC
272
Cornercap Investment Counsel
Georgia
$365K -$1.2M -36,042 -77%
KFA
273
Krane Funds Advisors
New York
$353K +$353K +10,577 New
QTM
274
qPULA Trading Management
New York
$347K +$347K +10,399 New
IFG
275
Independent Financial Group
California
$344K -$3.11K -93 -0.9%

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.