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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
WTC
301
WhitTier Trust Company
Nevada
$226K
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$217K +$23.1K +691 +12%
CFGS
303
Concourse Financial Group Securities
Alabama
$213K -$1.64K -49 -0.8%
VF
304
Virtu Financial
New York
$212K +$212K +6,349 New
IAG
305
Investmark Advisory Group
Connecticut
$212K +$213K +6,365 New
PCM
306
Parsons Capital Management
Rhode Island
$211K +$211K +6,305 New
CH
307
Canton Hathaway
Rhode Island
$200K
BFC
308
Bedel Financial Consulting
Indiana
$198K
LIM
309
Longfellow Investment Management
Massachusetts
$169K
CC
310
Commons Capital
Massachusetts
$166K +$166K +4,972 New
FF
311
FourThought Financial
Florida
$148K -$3.01K -90 -2%
US Bancorp
312
US Bancorp
Minnesota
$134K -$17.7K -530 -12%
CCA
313
Column Capital Advisors
Indiana
$134K
NFG
314
Next Financial Group
Texas
$129K +$1.47K +44 +1%
SWM
315
Selective Wealth Management
Virginia
$125K
CF
316
Centaurus Financial
California
$118K
CG
317
Cutler Group
California
$106K +$106K +3,177 New
SWA
318
Sutton Wealth Advisors
Florida
$99.7K
Lazard Asset Management
319
Lazard Asset Management
New York
$96K +$9.48K +284 +11%
JMF
320
Johnson Midwest Financial
Iowa
$94K +$100 +3 +0.1%
CI Investments Inc
321
CI Investments Inc
Ontario, Canada
$87K +$3.27K +98 +4%
DAM
322
Delta Asset Management
Tennessee
$81K
AIG
323
American International Group
New York
$78K -$2.91K -87 -4%
SIC
324
Salem Investment Counselors
North Carolina
$73K
CFA
325
Carroll Financial Associates
North Carolina
$71K +$34.6K +1,037 +94%

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.