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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
RG
351
Retirement Group
California
$17K
TCWM
352
Total Clarity Wealth Management
Illinois
$17K +$167 +5 +1%
Northwestern Mutual Wealth Management
353
Northwestern Mutual Wealth Management
Wisconsin
$17K +$6.41K +192 +62%
HNB
354
Huntington National Bank
Ohio
$16K -$7.31K -219 -32%
CFD
355
Creative Financial Designs
Indiana
$16K
DFCM
356
Dark Forest Capital Management
Puerto Rico
$14K -$51.2K -1,534 -79%
EL
357
EMFO LLC
Florida
$13K
MSFP
358
Mark Sheptoff Financial Planning
Connecticut
$13K
AF
359
Advisornet Financial
Minnesota
$10K
CCM
360
Community Capital Management
Florida
$10K
MPWT
361
MassMutual Private Wealth & Trust
Connecticut
$10K
HIA
362
Harbor Investment Advisory
Maryland
$10K +$3.34K +100 +50%
KFS
363
Kelly Financial Services
Massachusetts
$9.18K
PFBT
364
Parkside Financial Bank & Trust
Missouri
$8K
FDCDDQ
365
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.85K
GWS
366
Glassman Wealth Services
Virginia
$7K
HWA
367
Heritage Wealth Advisors
Virginia
$7K
PFGIA
368
Patriot Financial Group Insurance Agency
Massachusetts
$7K
IFAM
369
Institutional & Family Asset Management
Colorado
$6K -$1.07K -32 -15%
PCG
370
Private Capital Group
Connecticut
$6K +$1.74K +52 +37%
COCM
371
Charter Oak Capital Management
New Hampshire
$4K
PA
372
Parallel Advisors
California
$4K +$1.07K +32 +33%
CCM
373
Chilton Capital Management
Texas
$4K +$4.14K +124 New
BIA
374
Bell Investment Advisors
California
$3K
LWA
375
Lenox Wealth Advisors
New York
$3K

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.