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Healthcare Realty

362 hedge funds and large institutions have $5.99B invested in Healthcare Realty in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

12% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 115

6% more funds holding

Funds holding: 343362 (+19)

1% less capital invested

Capital invested by funds: $6.05B → $5.99B (-$59.5M)

6% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $2.47M

7.82% less ownership

Funds ownership: 161.5%153.68% (-7.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
362
Holders Change
+19
Holders Change %
+5.54%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
53
Increased
129
Reduced
115
Closed
32
Calls
$2.32M
Puts
$2.47M
Net Calls
-$153K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
351
Lenox Wealth Advisors
New York
$2K
PA
352
Parallel Advisors
California
$2K
MWP
353
Meridian Wealth Partners
Pennsylvania
$2K +$1.96K +70 New
SCA
354
Stonebridge Capital Advisors
Minnesota
$2K +$2.52K +90 New
RWML
355
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.99K
EARNEST Partners
356
EARNEST Partners
Georgia
$1K
TWA
357
TCI Wealth Advisors
Arizona
$1K
AssetMark Inc
358
AssetMark Inc
California
$1K +$559 +20 New
BWM
359
Baystate Wealth Management
Massachusetts
$1K +$671 +24 New
MIH
360
Meitav Investment House
Israel
$387 +$2.1K +75 +0.5%
AIG
361
American International Group
New York
$72 -$6.04K -216 -8%
CC
362
Carlson Capital
Texas
-$16M -580,306 Closed
Lord, Abbett & Co
363
Lord, Abbett & Co
New Jersey
-$14.8M -537,909 Closed
WMSA
364
Weiss Multi-Strategy Advisers
New York
-$12.7M -460,666 Closed
HS
365
Hazelview Securities
Ontario, Canada
-$11.8M -448,654 Closed
SAM
366
Securian Asset Management
Minnesota
-$5.86M -212,808 Closed
HWC
367
Hill Winds Capital
New York
-$5.51M -200,000 Closed
CWM
368
CIBC World Markets
New York
-$3.77M -136,880 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
369
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$3.69M -134,100 Closed
Janus Henderson Group
370
Janus Henderson Group
United Kingdom
-$3.49M -126,858 Closed
QSS
371
Quantitative Systematic Strategies
Florida
-$3.1M -112,541 Closed
RCM
372
RVB Capital Management
New York
-$2.07M -75,000 Closed
ESCM
373
Echo Street Capital Management
New York
-$1.33M -48,282 Closed
AIM
374
Aigen Investment Management
New York
-$814K -29,554 Closed
DCM
375
Dean Capital Management
Kansas
-$722K -26,200 Closed

HR Hedge Fund Activity: Q1 2021 in Review

362 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2021, worth a combined $5.99B — down 0.98% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HR positions and 32 closed out — a net gain of 21 holders — while 129 added to existing stakes and 115 trimmed.

The largest buyer was PGGM Investments, adding an estimated $55M. The largest seller was Pictet Asset Management (UK), cutting an estimated $110M.

  • 362 institutional investors held Healthcare Realty (HR) as of Q1 2021, up from 343 in Q4 2020.
  • Funds reported $5.99B of Healthcare Realty stock for Q1 2021, down 0.98% quarter-over-quarter.
  • 53 funds opened new Healthcare Realty positions in Q1 2021 and 32 closed out, a net change of +21 holders.
  • The largest Healthcare Realty buyer in Q1 2021 was PGGM Investments, an estimated $55M added.
  • The largest Healthcare Realty seller in Q1 2021 was Pictet Asset Management (UK), an estimated $110M sold.

Based on aggregated 13F filings for Q1 2021.