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Healthcare Realty

419 hedge funds and large institutions have $7.35B invested in Healthcare Realty in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

6% more funds holding

Funds holding: 394419 (+25)

2.6% more ownership

Funds ownership: 98.99%101.6% (+2.6%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 141

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less capital invested

Capital invested by funds: $7.83B → $7.35B (-$476M)

61% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $4.09M

Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
149
Reduced
141
Closed
48
Calls
$1.59M
Puts
$4.09M
Net Calls
-$2.5M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
401
Janiczek Wealth Management
Colorado
$2.95K +$2.75K +140 New
QL
402
Quarry LP
New York
$2.45K +$2.5K +127 New
ZIG
403
Zullo Investment Group
Pennsylvania
$2.29K
MYAM
404
Meiji Yasuda Asset Management
Japan
$2.22K -$4.85K -247 -0.2%
OLVIG
405
Oliver Lagore Vanvalin Investment Group
Michigan
$2.18K
HIA
406
Harbor Investment Advisory
Maryland
$1.93K
HPC
407
HM Payson & Co
Maine
$1.93K
IRC
408
Investors Research Corp
Georgia
$1.87K
HWA
409
HHM Wealth Advisors
Tennessee
$1.79K +$1.83K +93 New
SIC
410
Salem Investment Counselors
North Carolina
$1.73K
PFG
411
Piershale Financial Group
Illinois
$1.04K +$1.06K +54 New
FMP
412
Financial Management Professionals
Texas
$1K +$609 +31 New
EARNEST Partners
413
EARNEST Partners
Georgia
$674
PFBT
414
Parkside Financial Bank & Trust
Missouri
$655 +$314 +16 +89%
RWML
415
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$597
PAG
416
Private Advisor Group
New Jersey
$445 -$195K -9,925 -30%
VCM
417
Versant Capital Management
Arizona
$328 +$334 +17 New
GWS
418
Glassman Wealth Services
Virginia
$212 -$3.18K -162 -94%
ECM
419
ExodusPoint Capital Management
New York
-$21M -1,008,026 Closed
HCM
420
HGI Capital Management
New York
-$11.4M -545,850 Closed
Mackenzie Financial
421
Mackenzie Financial
Ontario, Canada
-$6.3M -302,392 Closed
SFI
422
Susquehanna Fundamental Investments
Pennsylvania
-$6.17M -295,998 Closed
CCM
423
Channing Capital Management
Illinois
-$6.06M -290,720 Closed
DSA
424
Davis Selected Advisers
Arizona
-$5.22M -250,480 Closed
BFM
425
Boothbay Fund Management
New York
-$2.83M -135,529 Closed

HR Hedge Fund Activity: Q4 2022 in Review

419 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2022, worth a combined $7.35B — down 6.1% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HR positions and 48 closed out — a net gain of 29 holders — while 149 added to existing stakes and 141 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $305M. The largest seller was Deutsche Bank, cutting an estimated $73.9M.

  • 419 institutional investors held Healthcare Realty (HR) as of Q4 2022, up from 394 in Q3 2022.
  • Funds reported $7.35B of Healthcare Realty stock for Q4 2022, down 6.1% quarter-over-quarter.
  • 77 funds opened new Healthcare Realty positions in Q4 2022 and 48 closed out, a net change of +29 holders.
  • The largest Healthcare Realty buyer in Q4 2022 was Cohen & Steers, an estimated $305M added.
  • The largest Healthcare Realty seller in Q4 2022 was Deutsche Bank, an estimated $73.9M sold.

Based on aggregated 13F filings for Q4 2022.