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Healthcare Realty

403 hedge funds and large institutions have $5.48B invested in Healthcare Realty in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 135 increasing their positions, 153 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

690% more call options, than puts

Call options by funds: $47.6M | Put options by funds: $6.03M

4% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 57

2% less funds holding

Funds holding: 411403 (-8)

4.01% less ownership

Funds ownership: 105.53%101.51% (-4%)

12% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 153

21% less capital invested

Capital invested by funds: $6.92B → $5.48B (-$1.45B)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
403
Holders Change
-8
Holders Change %
-1.95%
% of All Funds
5.8%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
55
Increased
135
Reduced
153
Closed
57
Calls
$47.6M
Puts
$6.03M
Net Calls
+$41.6M
Net Calls Change
-$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
351
CIBC Private Wealth Group
Georgia
$15.3K +$16.4K +1,084 New
RIL
352
Rothschild Investment LLC
Illinois
$14.9K +$15.9K +1,053 New
ME
353
McIlrath & Eck
Washington
$14.5K +$694 +46 +5%
T
354
Tidemark
California
$14.5K
LC
355
Lindbrook Capital
California
$13.6K -$13.5K -893 -48%
CFGS
356
Concourse Financial Group Securities
Alabama
$12.2K -$2.37K -157 -15%
C
357
Covestor
United Kingdom
$12K +$5.72K +379 +86%
RFA
358
Register Financial Advisors
Georgia
$11.7K +$12.5K +828 New
FFA
359
Farther Finance Advisors
California
$11.4K -$2.31K -153 -16%
EWA
360
EverSource Wealth Advisors
Alabama
$11.1K -$3.17K -210 -21%
OLVIG
361
Oliver Lagore Vanvalin Investment Group
Michigan
$11.1K
CI Investments Inc
362
CI Investments Inc
Ontario, Canada
$11K +$2.64K +175 +30%
JWM
363
Janiczek Wealth Management
Colorado
$10.5K -$8.66K -574 -44%
PFBT
364
Parkside Financial Bank & Trust
Missouri
$10.5K -$1.45K -96 -11%
PCM
365
Peregrine Capital Management
Minnesota
$9.62K
CQS
366
Credential Qtrade Securities
$9.06K
DF
367
DecisionPoint Financial
Arizona
$8.48K +$9.05K +600 New
Northwestern Mutual Wealth Management
368
Northwestern Mutual Wealth Management
Wisconsin
$8.18K +$498 +33 +6%
DWS
369
Dynamic Wealth Strategies
California
$8K
CFS
370
CGC Financial Services
Oregon
$7.5K
AF
371
Advisornet Financial
Minnesota
$7.2K +$830 +55 +12%
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$6.95K -$24.4K -1,615 -77%
CFD
373
Creative Financial Designs
Indiana
$6.63K +$151 +10 +2%
CTA
374
Colonial Trust Advisors
South Carolina
$6.58K -$3.02K -200 -30%
AF
375
Allworth Financial
California
$6.54K -$3.88K -257 -36%

HR Hedge Fund Activity: Q1 2024 in Review

403 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2024, worth a combined $5.48B — down 21% from $6.92B a quarter earlier.

Sellers outnumbered buyers: 57 funds closed out of HR and 55 opened new positions — a net loss of 2 holders — while 153 trimmed existing stakes and 135 added.

The largest buyer was Rush Island Management, adding an estimated $56.9M. The largest seller was JP Morgan Chase, cutting an estimated $84.7M.

  • 403 institutional investors held Healthcare Realty (HR) as of Q1 2024, down from 411 in Q4 2023.
  • Funds reported $5.48B of Healthcare Realty stock for Q1 2024, down 21% quarter-over-quarter.
  • 55 funds opened new Healthcare Realty positions in Q1 2024 and 57 closed out, a net change of -2 holders.
  • The largest Healthcare Realty buyer in Q1 2024 was Rush Island Management, an estimated $56.9M added.
  • The largest Healthcare Realty seller in Q1 2024 was JP Morgan Chase, an estimated $84.7M sold.

Based on aggregated 13F filings for Q1 2024.