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Healthcare Realty

416 hedge funds and large institutions have $7.65B invested in Healthcare Realty in 2023 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 157 increasing their positions, 137 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
416
Holders Change
Holders Change %
0%
% of All Funds
6.66%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
54
Increased
157
Reduced
137
Closed
42
Calls
$1.7M
Puts
$1.05M
Net Calls
+$643K
Net Calls Change
+$3.15M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
376
Peregrine Capital Management
Minnesota
$9.86K
FFA
377
Farther Finance Advisors
California
$9.67K
C
378
Covestor
United Kingdom
$9K -$35.6K -1,934 -80%
HWA
379
Heritage Wealth Advisors
Virginia
$8.7K
PCM
380
Pointe Capital Management
Michigan
$8.1K +$8.1K +419 New
PFP
381
Pinnacle Financial Partners
Tennessee
$8.02K
MSFP
382
Mark Sheptoff Financial Planning
Connecticut
$7.29K
BAM
383
Baldrige Asset Management
Pennsylvania
$6K
TWM
384
Tradition Wealth Management
Minnesota
$6K +$6K +308 New
PTC
385
Private Trust Company
Ohio
$5.86K +$5.86K +303 New
UB
386
UMB Bank
Missouri
$5.8K
CP
387
Castleview Partners
Texas
$4.66K +$4.66K +241 New
PB
388
Pinnacle Bancorp
Nebraska
$4.35K
WP
389
WealthPLAN Partners
Nebraska
$3.96K +$3.96K +205 New
TWC
390
TD Waterhouse Canada
Ontario, Canada
$3.88K +$3.88K +200 New
SIS
391
Strategic Investment Solutions
Illinois
$3.81K +$3.81K +197 New
Twin Tree Management
392
Twin Tree Management
Texas
$3.69K +$3.69K +191 New
FMII
393
Farmers & Merchants Investments Inc
Nebraska
$3.19K -$271 -14 -8%
SSC
394
Syverson Strege & Co
Iowa
$2.2K +$2.2K +114 New
OLVIG
395
Oliver Lagore Vanvalin Investment Group
Michigan
$2.18K
HPC
396
HM Payson & Co
Maine
$1.93K
HIA
397
Harbor Investment Advisory
Maryland
$1.93K
IRC
398
Investors Research Corp
Georgia
$1.88K
HWA
399
HHM Wealth Advisors
Tennessee
$1.8K
SIC
400
Salem Investment Counselors
North Carolina
$1.74K