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Healthcare Realty

338 hedge funds and large institutions have $5.48B invested in Healthcare Realty in 2020 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 137 increasing their positions, 102 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
338
Holders Change
Holders Change %
0%
% of All Funds
7.47%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
43
Increased
137
Reduced
102
Closed
37
Calls
$1.17M
Puts
$21K
Net Calls
+$1.15M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Shares
Change %
RFM
301
Royal Fund Management
Florida
$18K
Northwestern Mutual Wealth Management
302
Northwestern Mutual Wealth Management
Wisconsin
$17K -$37K -1,550 -68%
SPIA
303
Steward Partners Investment Advisory
New York
$16K +$138 +6 +0.9%
GI
304
Gradient Investments
Minnesota
$14K -$851 -36 -6%
LWS
305
Lucia Wealth Services
California
$12K
SCA
306
Stonebridge Capital Advisors
Minnesota
$12K
FHA
307
First Horizon Advisors
Tennessee
$12K +$12K +499 New
PFGIA
308
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$13.9K -592 -56%
EFSCE
309
Enterprise Financial Services Corp (EFSC)
Missouri
$11K
LC
310
Lindbrook Capital
California
$10K -$4.72K -201 -32%
RE
311
RBC Europe
United Kingdom
$9.66K
BCA
312
Berman Capital Advisors
Georgia
$9K -$564 -24 -6%
MSFP
313
Mark Sheptoff Financial Planning
Connecticut
$9K
CTC
314
Central Trust Company
Missouri
$9K +$3.81K +150 +74%
EWM
315
Endurance Wealth Management
Rhode Island
$8K
MPWT
316
MassMutual Private Wealth & Trust
Connecticut
$8K
LFG
317
LifePlan Financial Group
Ohio
$7K
GSWM
318
Golden State Wealth Management
California
$7K +$7K +299 New
KFS
319
Kelly Financial Services
Massachusetts
$6.68K
IFAM
320
Institutional & Family Asset Management
Colorado
$6K
Federated Hermes
321
Federated Hermes
Pennsylvania
$4K +$2.1K +87 +110%
WAP
322
Wealthcare Advisory Partners
Pennsylvania
$4K +$4K +150 New
LWM
323
Lenox Wealth Management
Ohio
$3K
TPWA
324
TRUE Private Wealth Advisors
Oregon
$3K
Rockefeller Capital Management
325
Rockefeller Capital Management
New York
$3K