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Healthcare Realty

383 hedge funds and large institutions have $6.03B invested in Healthcare Realty in 2022 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 129 increasing their positions, 147 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

519% more call options, than puts

Call options by funds: $50.1M | Put options by funds: $8.1M

0.66% less ownership

Funds ownership: 143.24%142.57% (-0.66%)

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

3% less funds holding

Funds holding: 393383 (-10)

11% less capital invested

Capital invested by funds: $6.76B → $6.03B (-$731M)

12% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 147

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

Holders
383
Holders Change
-10
Holders Change %
-2.54%
% of All Funds
6.45%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.05%
New
55
Increased
129
Reduced
147
Closed
58
Calls
$50.1M
Puts
$8.1M
Net Calls
+$42M
Net Calls Change
-$177M
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
326
Exchange Traded Concepts
Oklahoma
$28K +$2.32K +78 +8%
AW
327
ACG Wealth
Georgia
$28K +$29.9K +1,008 New
ME
328
McIlrath & Eck
Washington
$27K +$30 +1 +0.1%
S
329
SignatureFD
Georgia
$27K +$9.68K +326 +50%
MC
330
Muzinich & Co
New York
$24K
SPIA
331
Steward Partners Investment Advisory
New York
$22K
AWM
332
Accel Wealth Management
Iowa
$21K
PFA
333
Professional Financial Advisors
Nebraska
$21K
AF
334
Advisornet Financial
Minnesota
$19K +$11.4K +383 +134%
GI
335
Gradient Investments
Minnesota
$18K +$208 +7 +1%
MAM
336
Meeder Asset Management
Ohio
$18K +$5.49K +185 +41%
BWM
337
BerganKDV Wealth Management
Minnesota
$17K -$7.84K -264 -31%
SIS
338
Sound Income Strategies
Florida
$17K
LFG
339
Larson Financial Group
Missouri
$16K -$1.16K -39 -6%
EL
340
EMFO LLC
Florida
$14K
RG
341
Retirement Group
California
$14K
CFD
342
Creative Financial Designs
Indiana
$13K
Northwestern Mutual Wealth Management
343
Northwestern Mutual Wealth Management
Wisconsin
$12K +$2.94K +99 +32%
MSFP
344
Mark Sheptoff Financial Planning
Connecticut
$11K
C
345
Covestor
United Kingdom
$11K +$89 +3 +0.7%
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$11K +$2.44K +82 +26%
CIM
347
Chiron Investment Management
New York
$11K +$12.1K +409 New
FCA
348
FinTrust Capital Advisors
South Carolina
$9K +$10.8K +363 New
KFS
349
Kelly Financial Services
Massachusetts
$7.67K
PFBT
350
Parkside Financial Bank & Trust
Missouri
$7K -$445 -15 -6%

HR Hedge Fund Activity: Q2 2022 in Review

383 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2022, worth a combined $6.03B — down 11% from $6.76B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of HR and 55 opened new positions — a net loss of 3 holders — while 147 trimmed existing stakes and 129 added.

The largest buyer was Goldman Sachs, adding an estimated $96.9M. The largest seller was Principal Financial Group, cutting an estimated $191M.

  • 383 institutional investors held Healthcare Realty (HR) as of Q2 2022, down from 393 in Q1 2022.
  • Funds reported $6.03B of Healthcare Realty stock for Q2 2022, down 11% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q2 2022 and 58 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q2 2022 was Goldman Sachs, an estimated $96.9M added.
  • The largest Healthcare Realty seller in Q2 2022 was Principal Financial Group, an estimated $191M sold.

Based on aggregated 13F filings for Q2 2022.