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Healthcare Realty

393 hedge funds and large institutions have $7.83B invested in Healthcare Realty in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 163 increasing their positions, 70 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 70

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $6.03B → $7.83B (+$1.8B)

14% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 108

3% more funds holding

Funds holding: 382393 (+11)

43.58% less ownership

Funds ownership: 142.57%98.99% (-44%)

53% less call options, than puts

Call options by funds: $12.2M | Put options by funds: $25.7M

Holders
393
Holders Change
+11
Holders Change %
+2.88%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
123
Increased
163
Reduced
70
Closed
108
Calls
$12.2M
Puts
$25.7M
Net Calls
-$13.5M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IF
276
Intrua Financial
Texas
$274K +$60.3K +2,373 +22%
Creative Planning
277
Creative Planning
Kansas
$273K +$26.3K +1,036 +9%
RFN
278
RDA Financial Network
Iowa
$272K
GT
279
Glenview Trust
Kentucky
$269K
NB
280
Norinchukin Bank
Japan
$261K +$318K +12,497 New
ZCA
281
Zeke Capital Advisors
Pennsylvania
$261K +$318K +12,498 New
JC
282
JB Capital
Connecticut
$253K +$31.5K +1,238 +11%
BRWA
283
B. Riley Wealth Advisors
Florida
$253K +$307K +12,080 New
CWM
284
Connecticut Wealth Management
Connecticut
$251K
MLICM
285
Metropolitan Life Insurance Company (MetLife)
New York
$247K +$42.8K +1,683 +17%
FWM
286
FFT Wealth Management
Pennsylvania
$241K +$294K +11,575 New
Carson Wealth (CWM LLC)
287
Carson Wealth (CWM LLC)
Nebraska
$236K -$27.2K -1,069 -9%
LP
288
LGL Partners
Pennsylvania
$231K +$282K +11,103 New
IIM
289
INTECH Investment Management
Florida
$228K +$278K +10,950 New
NYLIM
290
New York Life Investment Management
New York
$228K +$278K +10,947 New
WG
291
Winton Group
United Kingdom
$226K +$275K +10,818 New
HCM
292
Hall Capital Management
Rhode Island
$224K
AWS
293
Atria Wealth Solutions
New York
$224K -$56.6K -2,225 -17%
CIAS
294
Capital Investment Advisory Services
North Carolina
$212K -$32.5K -1,279 -11%
PAS
295
Park Avenue Securities
New York
$211K +$11K +433 +4%
RIM
296
Regent Investment Management
Kentucky
$211K +$257K +10,120 New
IFG
297
Independent Financial Group
California
$209K +$20.4K +802 +9%
NRI
298
NFP Retirement Inc
California
$209K +$255K +10,032 New
CCM
299
Community Capital Management
Florida
$209K
SOAMC
300
Spirit of America Management Corp
New York
$209K

HR Hedge Fund Activity: Q3 2022 in Review

393 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2022, worth a combined $7.83B — up 30% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new HR positions and 108 closed out — a net gain of 15 holders — while 163 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $716M. The largest seller was American Century Companies, cutting an estimated $84.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q3 2022, up from 382 in Q2 2022.
  • Funds reported $7.83B of Healthcare Realty stock for Q3 2022, up 30% quarter-over-quarter.
  • 123 funds opened new Healthcare Realty positions in Q3 2022 and 108 closed out, a net change of +15 holders.
  • The largest Healthcare Realty buyer in Q3 2022 was BlackRock, an estimated $716M added.
  • The largest Healthcare Realty seller in Q3 2022 was American Century Companies, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2022.