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Healthcare Realty
HR

Overview Fund Activity

384 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, 114 increasing their positions, 126 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
384
Holders Change
+49
Holders Change %
+14.63%
% of All Funds
5.93%
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
114
Reduced
126
Closed
24
Calls
$437M
Puts
$32.8M
Net Calls
+$404M
Net Calls Change
+$236M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$61.1M
2
IM
Islet Management
New York
+$36.7M
3
Prudential Financial
Prudential Financial
New Jersey
+$35.4M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$34M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$33.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$152M
2
Cohen & Steers
Cohen & Steers
New York
-$86.2M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$68.5M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$59.5M
5
Nomura Holdings
Nomura Holdings
Japan
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
326
Key Financial Inc
Pennsylvania
$55K – – –
CNBTD
327
Citizens National Bank Trust Department
Mississippi
$52K +$52K +1,543 New
FMII
328
Farmers & Merchants Investments Inc
Nebraska
$51K – – –
WT
329
Whittier Trust
California
$45K – – –
AF
330
Allworth Financial
California
$42K – – –
AIL
331
AGF Investments LLC
Ontario, Canada
$39K -$5.37K -159 -12%
RFA
332
Reilly Financial Advisors
California
$37K +$37K +1,100 New
C
333
Covestor
United Kingdom
$36K +$36K +1,071 New
RDIA
334
RE Dickinson Investment Advisors
Iowa
$33K +$33K +980 New
ME
335
McIlrath & Eck
Washington
$32K +$66 +2 +0.2%
QCG
336
Quadrant Capital Group
Ohio
$31K -$67 -2 -0.2%
ETC
337
Exchange Traded Concepts
Oklahoma
$31K +$31K +922 New
IA
338
IFP Advisors
Florida
$30K -$109K -3,199 -78%
BWM
339
BerganKDV Wealth Management
Minnesota
$29K +$102 +3 +0.4%
MC
340
Muzinich & Co
New York
$28K – – –
SPIA
341
Steward Partners Investment Advisory
New York
$27K – – –
JFGIW
342
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K – – –
S
343
SignatureFD
Georgia
$26K -$505 -15 -2%
AWM
344
Accel Wealth Management
Iowa
$23K -$9.86K -300 -30%
SIS
345
Sound Income Strategies
Florida
$21K – – –
GI
346
Gradient Investments
Minnesota
$21K +$229 +7 +1%
Ensign Peak Advisors
347
Ensign Peak Advisors
Utah
$20K -$46.6K -1,375 -70%
LFG
348
Larson Financial Group
Missouri
$20K – – –
RG
349
Retirement Group
California
$17K – – –
TCWM
350
Total Clarity Wealth Management
Illinois
$17K +$167 +5 +1%
12 13
14
15 16