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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
DWMG
326
DB Wealth Management Group
California
$68K
CWC
327
Carolinas Wealth Consulting
North Carolina
$57K +$534 +16 +0.9%
KFI
328
Key Financial Inc
Pennsylvania
$55K
CNBTD
329
Citizens National Bank Trust Department
Mississippi
$52K +$51.5K +1,543 New
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$51K
WT
331
Whittier Trust
California
$45K
AF
332
Allworth Financial
California
$42K
AIL
333
AGF Investments LLC
Ontario, Canada
$39K -$5.31K -159 -12%
RFA
334
Reilly Financial Advisors
California
$37K +$36.7K +1,100 New
C
335
Covestor
United Kingdom
$36K +$35.8K +1,071 New
RDIA
336
RE Dickinson Investment Advisors
Iowa
$33K +$32.7K +980 New
ME
337
McIlrath & Eck
Washington
$32K +$67 +2 +0.2%
QCG
338
Quadrant Capital Group
Ohio
$31K -$67 -2 -0.2%
ETC
339
Exchange Traded Concepts
Oklahoma
$31K +$30.8K +922 New
IA
340
IFP Advisors
Florida
$30K -$107K -3,199 -78%
BWM
341
BerganKDV Wealth Management
Minnesota
$29K +$100 +3 +0.4%
MC
342
Muzinich & Co
New York
$28K
JFGIW
343
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27K
SPIA
344
Steward Partners Investment Advisory
New York
$27K
S
345
SignatureFD
Georgia
$26K -$501 -15 -2%
AWM
346
Accel Wealth Management
Iowa
$23K -$10K -300 -30%
SIS
347
Sound Income Strategies
Florida
$21K
GI
348
Gradient Investments
Minnesota
$21K +$234 +7 +1%
Ensign Peak Advisors
349
Ensign Peak Advisors
Utah
$20K -$45.9K -1,375 -70%
LFG
350
Larson Financial Group
Missouri
$20K

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.