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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
CAL
351
Capital Analysts LLC
Pennsylvania
$19K +$23.4K +922 New
MC
352
Muzinich & Co
New York
$18K
TPCW
353
TD Private Client Wealth
New York
$17.9K +$21.8K +859 New
DFCM
354
Dark Forest Capital Management
Puerto Rico
$17K -$285K -11,196 -93%
S
355
SignatureFD
Georgia
$16K -$5.69K -224 -23%
ME
356
McIlrath & Eck
Washington
$16K -$5.67K -223 -23%
AWM
357
Accel Wealth Management
Iowa
$15K
AWM
358
Activest Wealth Management
Florida
$15K +$17.8K +700 New
AF
359
Advisornet Financial
Minnesota
$14K +$153 +6 +0.9%
GI
360
Gradient Investments
Minnesota
$14K +$280 +11 +2%
HWA
361
Heritage Wealth Advisors
Virginia
$13.6K +$11.4K +450 +225%
CQS
362
Credential Qtrade Securities
$13.3K +$16.3K +640 New
BWM
363
BerganKDV Wealth Management
Minnesota
$12K
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$11K +$2.75K +108 +27%
CFD
365
Creative Financial Designs
Indiana
$10K
EL
366
EMFO LLC
Florida
$10K
PA
367
Parallel Advisors
California
$10K +$7.98K +314 +199%
MAM
368
Meeder Asset Management
Ohio
$9K -$5.64K -222 -35%
TFS
369
TrustCore Financial Services
Tennessee
$9K +$11K +431 New
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$8K -$763 -30 -8%
MSFP
371
Mark Sheptoff Financial Planning
Connecticut
$8K
EI
372
Ellevest Inc
New York
$8K +$8.72K +343 +837%
KFS
373
Kelly Financial Services
Massachusetts
$5.73K
EWA
374
EverSource Wealth Advisors
Alabama
$5K +$6.1K +240 New
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$4K -$34.4K -1,354 -88%

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.