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Healthcare Realty

411 hedge funds and large institutions have $6.86B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 139 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $5.16M

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $6.33B → $6.86B (+$526M)

5% more funds holding

Funds holding: 393411 (+18)

2.91% more ownership

Funds ownership: 101.58%104.49% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 146

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
411
Holders Change
+18
Holders Change %
+4.58%
% of All Funds
5.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
61
Increased
139
Reduced
146
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
I
251
InceptionR
California
$394K +$384K +21,681 New
GT
252
Greenleaf Trust
Michigan
$369K +$2.2K +124 +0.6%
Brown Advisory
253
Brown Advisory
Maryland
$368K -$12.1K -680 -3%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$367K +$22.7K +1,283 +7%
CWM
255
Connecticut Wealth Management
Connecticut
$363K +$355K +20,000 New
PAS
256
Park Avenue Securities
New York
$352K -$54.3K -3,061 -14%
SSA
257
Schonfeld Strategic Advisors
New York
$348K +$340K +19,170 New
Corient Private Wealth
258
Corient Private Wealth
Florida
$347K +$33.7K +1,903 +11%
Truist Financial
259
Truist Financial
North Carolina
$343K -$114K -6,421 -25%
US Bancorp
260
US Bancorp
Minnesota
$343K +$43.9K +2,475 +15%
ECM
261
Evergreen Capital Management
Washington
$327K +$6.97K +393 +2%
CI
262
CX Institutional
Indiana
$321K
AA
263
ALPS Advisors
Colorado
$314K +$29.2K +1,646 +11%
GFPC
264
Global Financial Private Client
Florida
$314K
PNC Financial Services Group
265
PNC Financial Services Group
Pennsylvania
$312K -$23.1K -1,301 -7%
Mackenzie Financial
266
Mackenzie Financial
Ontario, Canada
$309K +$302K +17,018 New
IF
267
Intrua Financial
Texas
$300K -$10.1K -572 -3%
PI
268
PFG Investments
New York
$298K +$71 +4 +0%
NB
269
Norinchukin Bank
Japan
$298K -$15.4K -866 -5%
Focus Partners Wealth
270
Focus Partners Wealth
Massachusetts
$298K +$8.86K +500 +3%
ProShare Advisors
271
ProShare Advisors
Maryland
$287K -$35.6K -2,010 -11%
VA
272
Vident Advisory
Georgia
$283K +$42.3K +2,385 +18%
TGAM
273
TBH Global Asset Management
Tennessee
$276K
SCM
274
Shelton Capital Management
Colorado
$275K
GWMR
275
GC Wealth Management RIA
Massachusetts
$274K +$24.5K +1,381 +10%

HR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2024, worth a combined $6.86B — up 8.3% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HR positions and 41 closed out — a net gain of 20 holders — while 139 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $150M. The largest seller was Principal Financial Group, cutting an estimated $185M.

  • 411 institutional investors held Healthcare Realty (HR) as of Q3 2024, up from 393 in Q2 2024.
  • Funds reported $6.86B of Healthcare Realty stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 61 funds opened new Healthcare Realty positions in Q3 2024 and 41 closed out, a net change of +20 holders.
  • The largest Healthcare Realty buyer in Q3 2024 was Bank of America, an estimated $150M added.
  • The largest Healthcare Realty seller in Q3 2024 was Principal Financial Group, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.