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Healthcare Realty

393 hedge funds and large institutions have $7.83B invested in Healthcare Realty in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 163 increasing their positions, 70 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 70

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $6.03B → $7.83B (+$1.8B)

14% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 108

3% more funds holding

Funds holding: 382393 (+11)

43.58% less ownership

Funds ownership: 142.57%98.99% (-44%)

53% less call options, than puts

Call options by funds: $12.2M | Put options by funds: $25.7M

Holders
393
Holders Change
+11
Holders Change %
+2.88%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
123
Increased
163
Reduced
70
Closed
108
Calls
$12.2M
Puts
$25.7M
Net Calls
-$13.5M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Shelton Capital Management
Colorado
$417K +$508K +19,987 New
GTCM
252
Gyon Technologies Capital Management
New Jersey
$400K +$488K +19,200 New
BCI
253
Brinker Capital Investments
Pennsylvania
$399K +$142K +5,570 +41%
HighTower Advisors
254
HighTower Advisors
Illinois
$396K +$483K +18,997 New
SPC
255
Sigma Planning Corp
Michigan
$394K -$7.96K -313 -2%
PA
256
Profund Advisors
Maryland
$384K +$469K +18,438 New
FMN
257
Financial Management Network
California
$379K +$450K +17,702 New
DC
258
Davenport & Co
Virginia
$376K +$458K +18,032 New
AAM
259
Advisors Asset Management
Colorado
$374K +$190K +7,487 +72%
ICA
260
Infrastructure Capital Advisors
New York
$352K +$205K +8,048 +91%
ADBIC
261
A.D. Beadell Investment Counsel
Wisconsin
$340K
UCFA
262
United Capital Financial Advisors
Texas
$340K +$414K +16,286 New
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$326K +$398K +15,659 New
TGAM
264
TBH Global Asset Management
Tennessee
$317K +$386K +15,200 New
LMIM
265
Lockheed Martin Investment Management
Maryland
$316K -$63.5K -2,500 -14%
AGA
266
Arkos Global Advisors
Texas
$305K
Lazard Asset Management
267
Lazard Asset Management
New York
$304K +$276K +10,843 +288%
SAM
268
Storebrand Asset Management
Norway
$302K +$368K +14,467 New
PAM
269
Panagora Asset Management
Massachusetts
$295K +$147K +5,792 +69%
BWP
270
Baldwin Wealth Partners
Massachusetts
$294K -$170K -6,704 -32%
DAM
271
Delta Asset Management
Tennessee
$288K +$351K +13,806 New
JWM
272
Jeppson Wealth Management
California
$286K -$143K -5,624 -29%
BFG
273
Barber Financial Group
Kansas
$286K +$407 +16 +0.1%
CIBC Asset Management
274
CIBC Asset Management
Ontario, Canada
$284K +$142K +5,576 +69%
QT
275
Quantamental Technologies
New York
$278K +$338K +13,314 New

HR Hedge Fund Activity: Q3 2022 in Review

393 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2022, worth a combined $7.83B — up 30% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new HR positions and 108 closed out — a net gain of 15 holders — while 163 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $716M. The largest seller was American Century Companies, cutting an estimated $84.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q3 2022, up from 382 in Q2 2022.
  • Funds reported $7.83B of Healthcare Realty stock for Q3 2022, up 30% quarter-over-quarter.
  • 123 funds opened new Healthcare Realty positions in Q3 2022 and 108 closed out, a net change of +15 holders.
  • The largest Healthcare Realty buyer in Q3 2022 was BlackRock, an estimated $716M added.
  • The largest Healthcare Realty seller in Q3 2022 was American Century Companies, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2022.