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Healthcare Realty

406 hedge funds and large institutions have $6.93B invested in Healthcare Realty in 2023 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 138 increasing their positions, 146 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
406
Holders Change
+12
Holders Change %
+3.05%
% of All Funds
5.95%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
84
Increased
138
Reduced
146
Closed
64
Calls
$75.5M
Puts
$9.37M
Net Calls
+$66.1M
Net Calls Change
+$67.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
251
Peak Financial Advisors
Colorado
$419K +$61.7K +3,579 +17%
BCI
252
Brinker Capital Investments
Pennsylvania
$409K -$175K -10,184 -30%
OPS
253
Orion Portfolio Solutions
Nebraska
$409K -$175K -10,184 -30%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$400K +$56.8K +3,290 +17%
NA
255
NewEdge Advisors
Louisiana
$394K +$36.4K +2,184 +10%
LCM
256
Laurion Capital Management
New York
$380K +$380K +22,048 New
S
257
SignatureFD
Georgia
$372K +$137K +7,939 +58%
HWM
258
Heirloom Wealth Management
Colorado
$368K -$7.98K -463 -2%
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$364K -$42.4K -2,458 -10%
SFA
260
Sequoia Financial Advisors
Ohio
$354K +$354K +20,534 New
ProShare Advisors
261
ProShare Advisors
Maryland
$345K -$9.22K -535 -3%
Envestnet Portfolio Solutions
262
Envestnet Portfolio Solutions
Illinois
$332K +$24.6K +1,427 +8%
VA
263
Vident Advisory
Georgia
$330K -$1.64K -95 -0.5%
NB
264
Norinchukin Bank
Japan
$315K -$15.9K -922 -5%
VHAM
265
Van Hulzen Asset Management
California
$310K +$52.3K +3,035 +20%
IF
266
Intrua Financial
Texas
$309K -$43.6K -2,529 -12%
CAS
267
Coppell Advisory Solutions
Texas
$309K -$108K -6,258 -26%
CI
268
CX Institutional
Indiana
$304K
PI
269
PFG Investments
New York
$299K -$4.96K -288 -2%
Carson Wealth (CWM LLC)
270
Carson Wealth (CWM LLC)
Nebraska
$292K +$57.4K +3,329 +24%
Korea Investment Corp
271
Korea Investment Corp
South Korea
$286K -$1.1M -64,113 -79%
AA
272
ALPS Advisors
Colorado
$284K +$17K +985 +6%
SCM
273
Shelton Capital Management
Colorado
$279K -$25.1K -1,455 -8%
LMIM
274
Lockheed Martin Investment Management
Maryland
$276K -$76.1K -4,100 -22%
SIMG
275
Sonora Investment Management Group
Arizona
$276K