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Healthcare Realty

387 hedge funds and large institutions have $7.25B invested in Healthcare Realty in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 115 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,233% more call options, than puts

Call options by funds: $437M | Put options by funds: $32.8M

229% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 24

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

14% more funds holding

Funds holding: 338387 (+49)

10% more capital invested

Capital invested by funds: $6.6B → $7.25B (+$649M)

9% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 127

5.48% less ownership

Funds ownership: 152.88%147.4% (-5.5%)

Holders
387
Holders Change
+49
Holders Change %
+14.5%
% of All Funds
5.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
79
Increased
115
Reduced
127
Closed
24
Calls
$437M
Puts
$32.8M
Net Calls
+$404M
Net Calls Change
+$236M
Name Holding Trade Value Shares
Change
Change in
Stake
UOC
276
UBS O'Connor
Illinois
$341K -$4.11M -123,200 -92%
Creative Planning
277
Creative Planning
Kansas
$340K +$267 +8 +0.1%
YIH
278
Y-Intercept (HK)
Hong Kong
$339K -$42.7K -1,280 -11%
SOAMC
279
Spirit of America Management Corp
New York
$334K
NICM
280
Neo Ivy Capital Management
New York
$332K +$15.7K +471 +5%
ASN
281
Advisory Services Network
Georgia
$321K +$321K +9,625 New
BFM
282
Boothbay Fund Management
New York
$321K +$322K +9,627 New
CI
283
CX Institutional
Indiana
$308K
Mitsubishi UFJ Trust & Banking
284
Mitsubishi UFJ Trust & Banking
Japan
$306K -$43.5K -1,301 -12%
FW
285
FirstPurpose Wealth
Utah
$296K +$296K +8,871 New
CIBC Asset Management
286
CIBC Asset Management
Ontario, Canada
$288K +$11.7K +349 +4%
JC
287
JB Capital
Connecticut
$282K +$1.14K +34 +0.4%
PNC Financial Services Group
288
PNC Financial Services Group
Pennsylvania
$281K -$21.5K -645 -7%
SWM
289
SeaCrest Wealth Management
New York
$279K -$1.64K -49 -0.6%
HGERS
290
Householder Group Estate & Retirement Specialist
Arizona
$277K +$277K +8,297 New
SWM
291
Spire Wealth Management
Virginia
$259K +$120K +3,593 +87%
KM
292
Kalos Management
Georgia
$258K +$7.51K +225 +3%
AFWM
293
AMJ Financial Wealth Management
Virginia
$248K
GCM
294
Graham Capital Management
Connecticut
$247K +$247K +7,399 New
MC
295
Machina Capital
France
$243K +$243K +7,290 New
MA
296
MONECO Advisors
Connecticut
$241K
BNP Paribas Asset Management
297
BNP Paribas Asset Management
France
$238K +$236K +7,062 New
GWM
298
GDS Wealth Management
Texas
$237K +$237K +7,105 New
PA
299
Profund Advisors
Maryland
$228K -$491K -14,710 -68%
CA
300
Claro Advisors
Massachusetts
$227K

HR Hedge Fund Activity: Q4 2021 in Review

387 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2021, worth a combined $7.25B — up 9.8% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HR positions and 24 closed out — a net gain of 55 holders — while 115 added to existing stakes and 127 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $61.2M. The largest seller was Goldman Sachs, cutting an estimated $152M.

  • 387 institutional investors held Healthcare Realty (HR) as of Q4 2021, up from 338 in Q3 2021.
  • Funds reported $7.25B of Healthcare Realty stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 79 funds opened new Healthcare Realty positions in Q4 2021 and 24 closed out, a net change of +55 holders.
  • The largest Healthcare Realty buyer in Q4 2021 was Principal Financial Group, an estimated $61.2M added.
  • The largest Healthcare Realty seller in Q4 2021 was Goldman Sachs, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2021.