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Healthcare Realty
HR

Overview Fund Activity

399 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, 151 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
399
Holders Change
-7
Holders Change %
-1.72%
% of All Funds
5.78%
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
151
Closed
56
Calls
$47.6M
Puts
$6.03M
Net Calls
+$41.6M
Net Calls Change
-$24.5M

Top Buyers

1
RIM
Rush Island Management
New York
+$53.3M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$53.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$23.3M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$21.7M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$17.5M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$79.5M
2
NI
Nuance Investments
Missouri
-$77.1M
3
Invesco
Invesco
Georgia
-$75M
4
Morgan Stanley
Morgan Stanley
New York
-$34.6M
5
State Street
State Street
Massachusetts
-$26.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
351
Tidemark
California
$14.5K – – –
LC
352
Lindbrook Capital
California
$13.6K -$12.6K -893 -48%
CFGS
353
Concourse Financial Group Securities
Alabama
$12.2K -$2.22K -157 -15%
C
354
Covestor
United Kingdom
$12K +$5.55K +379 +86%
RFA
355
Register Financial Advisors
Georgia
$11.7K +$11.7K +828 New
FFA
356
Farther Finance Advisors
California
$11.4K -$2.16K -153 -16%
EWA
357
EverSource Wealth Advisors
Alabama
$11.1K -$2.99K -210 -21%
OLVIG
358
Oliver Lagore Vanvalin Investment Group
Michigan
$11.1K – – –
CI Investments Inc
359
CI Investments Inc
Ontario, Canada
$11K +$2.54K +175 +30%
JWM
360
Janiczek Wealth Management
Colorado
$10.5K -$8.12K -574 -44%
PFBT
361
Parkside Financial Bank & Trust
Missouri
$10.5K -$1.36K -96 -11%
PCM
362
Peregrine Capital Management
Minnesota
$9.62K – – –
CQS
363
Credential Qtrade Securities
$9.06K – – –
DF
364
DecisionPoint Financial
Arizona
$8.48K +$8.48K +600 New
Northwestern Mutual Wealth Management
365
Northwestern Mutual Wealth Management
Wisconsin
$8.18K +$467 +33 +6%
DWS
366
Dynamic Wealth Strategies
California
$8K – – –
CFS
367
CGC Financial Services
Oregon
$7.5K – – –
AF
368
Advisornet Financial
Minnesota
$7.2K +$778 +55 +12%
MPWT
369
MassMutual Private Wealth & Trust
Connecticut
$6.95K -$22.9K -1,615 -77%
CFD
370
Creative Financial Designs
Indiana
$6.63K +$142 +10 +2%
CTA
371
Colonial Trust Advisors
South Carolina
$6.58K -$2.83K -200 -30%
AF
372
Allworth Financial
California
$6.54K -$3.64K -257 -36%
VCM
373
Versant Capital Management
Arizona
$6.37K +$6.13K +433 +2,547%
UB
374
UMB Bank
Missouri
$6.11K +$1.87K +132 +44%
SAM
375
Smartleaf Asset Management
Massachusetts
$6.11K +$6.11K +438 New
13 14
15
16 17