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Healthcare Realty

393 hedge funds and large institutions have $7.83B invested in Healthcare Realty in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 163 increasing their positions, 70 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 70

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $6.03B → $7.83B (+$1.8B)

14% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 108

3% more funds holding

Funds holding: 382393 (+11)

43.58% less ownership

Funds ownership: 142.57%98.99% (-44%)

53% less call options, than puts

Call options by funds: $12.2M | Put options by funds: $25.7M

Holders
393
Holders Change
+11
Holders Change %
+2.88%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
123
Increased
163
Reduced
70
Closed
108
Calls
$12.2M
Puts
$25.7M
Net Calls
-$13.5M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
326
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.3K +$82.1K +3,231 +1,375%
C
327
Covestor
United Kingdom
$64K +$67.5K +2,655 +649%
SWA
328
Sutton Wealth Advisors
Florida
$63.6K +$1.65K +65 +2%
AIM
329
Anchor Investment Management
South Carolina
$60.5K +$73.7K +2,900 New
CFGS
330
Concourse Financial Group Securities
Alabama
$59K -$35.2K -1,386 -33%
NICM
331
Neo Ivy Capital Management
New York
$56K +$68.7K +2,701 New
SPIA
332
Steward Partners Investment Advisory
New York
$52K +$42.8K +1,685 +210%
VC
333
Vestor Capital
Illinois
$45K +$55K +2,163 New
GRP
334
Global Retirement Partners
California
$44K +$10.3K +407 +23%
DWMG
335
DB Wealth Management Group
California
$43K
Toronto Dominion Bank
336
Toronto Dominion Bank
Ontario, Canada
$42K -$559K -21,996 -92%
CI Investments Inc
337
CI Investments Inc
Ontario, Canada
$42K +$13.7K +540 +37%
M
338
MOTCO
Texas
$42K +$50.8K +2,000 New
HFM
339
Harvest Fund Management
China
$40K
PWMG
340
Prestige Wealth Management Group
New Jersey
$34K +$5.41K +213 +15%
SWM
341
Selective Wealth Management
Virginia
$33K -$45.8K -1,800 -53%
CNBTD
342
Citizens National Bank Trust Department
Mississippi
$32K
AF
343
Allworth Financial
California
$32K +$6.53K +257 +20%
Bank of Montreal
344
Bank of Montreal
Ontario, Canada
$30.9K +$31.1M +1,223,749 +1,110%
Bessemer Group
345
Bessemer Group
New Jersey
$28K +$34.4K +1,355 New
WFA
346
Wipfli Financial Advisors
Wisconsin
$26K +$32.1K +1,264 New
HIIFS
347
Harel Insurance Investments & Financial Services
Israel
$20K -$6.35K -250 -21%
RDIA
348
RE Dickinson Investment Advisors
Iowa
$20K
FHA
349
First Horizon Advisors
Tennessee
$20K +$23.9K +941 New
TSW
350
Thompson Siegel & Walmsley
Virginia
$19K +$22.9K +900 New

HR Hedge Fund Activity: Q3 2022 in Review

393 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2022, worth a combined $7.83B — up 30% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new HR positions and 108 closed out — a net gain of 15 holders — while 163 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $716M. The largest seller was American Century Companies, cutting an estimated $84.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q3 2022, up from 382 in Q2 2022.
  • Funds reported $7.83B of Healthcare Realty stock for Q3 2022, up 30% quarter-over-quarter.
  • 123 funds opened new Healthcare Realty positions in Q3 2022 and 108 closed out, a net change of +15 holders.
  • The largest Healthcare Realty buyer in Q3 2022 was BlackRock, an estimated $716M added.
  • The largest Healthcare Realty seller in Q3 2022 was American Century Companies, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2022.