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Healthcare Realty

402 hedge funds and large institutions have $7.38B invested in Healthcare Realty in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $2.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 148

4% less capital invested

Capital invested by funds: $7.65B → $7.38B (-$270M)

1.34% less ownership

Funds ownership: 104.08%102.74% (-1.3%)

4% less funds holding

Funds holding: 419402 (-17)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
402
Holders Change
-17
Holders Change %
-4.06%
% of All Funds
6.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
145
Reduced
148
Closed
45
Calls
$4.62M
Puts
$2.04M
Net Calls
+$2.58M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
251
AQR Capital Management
Connecticut
$465K -$590K -30,542 -55%
TD Asset Management
252
TD Asset Management
Ontario, Canada
$447K +$1.93K +100 +0.4%
Brown Advisory
253
Brown Advisory
Maryland
$444K -$15.4K -800 -3%
IF
254
Intrua Financial
Texas
$443K -$44.3K -2,292 -9%
USAA
255
United Services Automobile Association
Texas
$442K +$44.7K +2,313 +11%
NA
256
NewEdge Advisors
Louisiana
$441K +$431K +22,329 +2,172%
IIM
257
INTECH Investment Management
Florida
$431K +$230K +11,917 +109%
Wolverine Trading
258
Wolverine Trading
Illinois
$429K +$71.2K +3,689 +19%
ProShare Advisors
259
ProShare Advisors
Maryland
$420K -$7.61K -394 -2%
Cerity Partners
260
Cerity Partners
New York
$418K +$47.7K +2,468 +13%
HWM
261
Heirloom Wealth Management
Colorado
$416K
Baillie Gifford & Co
262
Baillie Gifford & Co
United Kingdom
$413K +$124K +6,437 +42%
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$410K +$71.8K +3,719 +21%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$365K +$86.4K +4,475 +30%
CAS
265
Coppell Advisory Solutions
Texas
$363K -$62.8K -3,250 -14%
LMIM
266
Lockheed Martin Investment Management
Maryland
$358K +$38.6K +2,000 +12%
SCM
267
Shelton Capital Management
Colorado
$354K -$10.7K -552 -3%
US Bancorp
268
US Bancorp
Minnesota
$352K -$25.1K -1,302 -7%
XT
269
XTX Topco
Cayman Islands
$348K +$357K +18,465 New
JF
270
Jump Financial
Illinois
$344K +$352K +18,236 New
NB
271
Norinchukin Bank
Japan
$340K -$5.54K -287 -2%
GCP
272
GSA Capital Partners
United Kingdom
$339K -$973K -50,362 -74%
CI
273
CX Institutional
Indiana
$333K
FFN
274
Focus Financial Network
Minnesota
$333K -$5.87K -304 -2%
CA
275
Commerzbank Aktiengesellschaft
Germany
$331K +$338K +17,500 New

HR Hedge Fund Activity: Q2 2023 in Review

402 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2023, worth a combined $7.38B — down 3.5% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HR and 34 opened new positions — a net loss of 11 holders — while 148 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $81.6M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $74.7M sold.

  • 402 institutional investors held Healthcare Realty (HR) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $7.38B of Healthcare Realty stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 34 funds opened new Healthcare Realty positions in Q2 2023 and 45 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2023 was Cohen & Steers, an estimated $81.6M added.
  • The largest Healthcare Realty seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2023.