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Healthcare Realty
HR

Overview Fund Activity

390 hedge funds and large institutions have $7.83B invested in Healthcare Realty in 2022 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 162 increasing their positions, 70 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+9
Holders Change %
+2.36%
% of All Funds
6.74%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
121
Increased
162
Reduced
70
Closed
108
Calls
$12.2M
Puts
$25.7M
Net Calls
-$13.5M
Net Calls Change
-$55.6M

Top Buyers

1
BlackRock
BlackRock
New York
+$587M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$475M
3
Cohen & Steers
Cohen & Steers
New York
+$328M
4
State Street
State Street
Massachusetts
+$254M
5
Invesco
Invesco
Georgia
+$199M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$69.1M
2
AAM
Alpine Associates Management
Florida
-$62.7M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$62.5M
4
WCMNY
Westchester Capital Management (New York)
New York
-$60.5M
5
CCM
Channing Capital Management
Illinois
-$55.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
326
Anchor Investment Management
South Carolina
$60.5K +$60.5K +2,900 New
CFGS
327
Concourse Financial Group Securities
Alabama
$59K -$28.9K -1,386 -33%
NICM
328
Neo Ivy Capital Management
New York
$56K +$56K +2,701 New
SPIA
329
Steward Partners Investment Advisory
New York
$52K +$35.2K +1,685 +210%
VC
330
Vestor Capital
Illinois
$45K +$45K +2,163 New
GRP
331
Global Retirement Partners
California
$44K +$8.37K +407 +23%
DWMG
332
DB Wealth Management Group
California
$43K – – –
Toronto Dominion Bank
333
Toronto Dominion Bank
Ontario, Canada
$42K -$461K -21,996 -92%
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$42K +$11.2K +540 +37%
M
335
MOTCO
Texas
$42K +$42K +2,000 New
HFM
336
Harvest Fund Management
China
$40K – – –
PWMG
337
Prestige Wealth Management Group
New Jersey
$34K +$4.38K +213 +15%
SWM
338
Selective Wealth Management
Virginia
$33K -$37.1K -1,800 -53%
CNBTD
339
Citizens National Bank Trust Department
Mississippi
$32K – – –
AF
340
Allworth Financial
California
$32K +$5.44K +257 +20%
Bank of Montreal
341
Bank of Montreal
Ontario, Canada
$30.9K +$28.3K +1,223,749 +1,110%
Bessemer Group
342
Bessemer Group
New Jersey
$28K +$28K +1,355 New
WFA
343
Wipfli Financial Advisors
Wisconsin
$26K +$26K +1,264 New
HIIFS
344
Harel Insurance Investments & Financial Services
Israel
$20K -$5.26K -250 -21%
RDIA
345
RE Dickinson Investment Advisors
Iowa
$20K – – –
FHA
346
First Horizon Advisors
Tennessee
$20K +$20K +941 New
TSW
347
Thompson Siegel & Walmsley
Virginia
$19K +$19K +900 New
CAL
348
Capital Analysts LLC
Pennsylvania
$19K +$19K +922 New
MC
349
Muzinich & Co
New York
$18K – – –
TPCW
350
TD Private Client Wealth
New York
$17.9K +$17.9K +859 New
12 13
14
15 16