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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
SCM
251
Shelton Capital Management
Colorado
$372K -$13.2K -673 -3%
CI
252
CX Institutional
Indiana
$372K -$150K -7,626 -28%
PA
253
Profund Advisors
Maryland
$370K +$15.1K +770 +4%
Baillie Gifford & Co
254
Baillie Gifford & Co
United Kingdom
$358K +$365K +18,600 New
ICA
255
Infrastructure Capital Advisors
New York
$358K +$33.1K +1,684 +10%
AAM
256
Advisors Asset Management
Colorado
$357K +$11.8K +602 +3%
NW
257
NewEdge Wealth
Pennsylvania
$357K -$98.8K -5,028 -21%
SIMG
258
Sonora Investment Management Group
Arizona
$355K +$362K +18,437 New
DC
259
Davenport & Co
Virginia
$348K +$412 +21 +0.1%
US Bancorp
260
US Bancorp
Minnesota
$346K -$283K -14,393 -45%
FMN
261
Financial Management Network
California
$340K -$17.6K -898 -5%
FFN
262
Focus Financial Network
Minnesota
$337K -$90.2K -4,590 -21%
LMIM
263
Lockheed Martin Investment Management
Maryland
$327K +$35.4K +1,800 +12%
DEA
264
DoubleLine ETF Adviser
Florida
$324K +$330K +16,814 New
Wolverine Trading
265
Wolverine Trading
Illinois
$312K -$485K -24,670 -60%
HighTower Advisors
266
HighTower Advisors
Illinois
$306K -$61.4K -3,125 -16%
CCM
267
Chilton Capital Management
Texas
$302K +$308K +15,695 New
SPC
268
Sigma Planning Corp
Michigan
$299K -$66.6K -3,392 -18%
Neuberger Berman Group
269
Neuberger Berman Group
New York
$293K +$299K +15,223 New
TGAM
270
TBH Global Asset Management
Tennessee
$293K
PGFC
271
Peapack-Gladstone Financial Corp
New Jersey
$289K -$238K -12,097 -45%
AGA
272
Arkos Global Advisors
Texas
$282K
NB
273
Norinchukin Bank
Japan
$281K +$41K +2,089 +17%
UCFA
274
United Capital Financial Advisors
Texas
$275K -$39.3K -1,999 -12%
Cerity Partners
275
Cerity Partners
New York
$274K +$280K +14,231 New

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.