We are live on ! Find out more
HR icon

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
ZIG
376
Zullo Investment Group
Pennsylvania
$3K +$2.84K +85 New
RWML
377
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.4K
WFS
378
Widmann Financial Services
Maryland
$2K +$2.44K +73 New
VRS
379
Virginia Retirement Systems
Virginia
$1.46K +$421K +12,600 +40%
Manulife (Manufacturers Life Insurance)
380
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.02K
EI
381
Ellevest Inc
New York
$1K -$14.3K -427 -91%
BWM
382
Baystate Wealth Management
Massachusetts
$1K
EARNEST Partners
383
EARNEST Partners
Georgia
$1K
SCA
384
Snowden Capital Advisors
New York
$1K +$1.74K +52 New
Allianz Asset Management
385
Allianz Asset Management
Germany
-$13M -437,555 Closed
OA
386
Oxbow Advisors
Texas
-$8.69M -292,869 Closed
AFA
387
Alta Fundamental Advisers
New York
-$6.52M -219,729 Closed
HF
388
HRT Financial
New York
-$5.41M -182,462 Closed
PR
389
Payden & Rygel
California
-$1.67M -56,300 Closed
Point72 Asset Management
390
Point72 Asset Management
Connecticut
-$1.47M -49,500 Closed
CCP
391
Cassia Capital Partners
North Carolina
-$1.05M -35,373 Closed
ECM
392
EII Capital Management
New York
-$654K -22,063 Closed
CS
393
Capital Square
Tennessee
-$374K -12,516 Closed
CWM
394
Connecticut Wealth Management
Connecticut
-$356K -12,000 Closed
SI
395
Stephens Inc
Arkansas
-$307K -10,349 Closed
Mirae Asset Global Investments
396
Mirae Asset Global Investments
South Korea
-$279K -9,404 Closed
UCFA
397
United Capital Financial Advisors
Texas
-$224K -7,563 Closed
GCP
398
GSA Capital Partners
United Kingdom
-$204K -6,893 Closed
CI
399
Clal Insurance
Israel
-$170K -5,747 Closed
LWM
400
Liberty Wealth Management
California
-$94K -3,160 Closed

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.