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Healthcare Realty

402 hedge funds and large institutions have $7.38B invested in Healthcare Realty in 2023 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 148 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $4.62M | Put options by funds: $2.04M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

2% less repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 148

4% less capital invested

Capital invested by funds: $7.65B → $7.38B (-$270M)

1.34% less ownership

Funds ownership: 104.08%102.74% (-1.3%)

4% less funds holding

Funds holding: 419402 (-17)

24% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 45

Holders
402
Holders Change
-17
Holders Change %
-4.06%
% of All Funds
6.31%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
34
Increased
145
Reduced
148
Closed
45
Calls
$4.62M
Puts
$2.04M
Net Calls
+$2.58M
Net Calls Change
+$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
401
Janiczek Wealth Management
Colorado
$283
RI
402
Ridgewood Investments
New Jersey
$12
Fuller & Thaler Asset Management
403
Fuller & Thaler Asset Management
California
-$74.7M -3,862,650 Closed
LIP
404
Lighthouse Investment Partners
Florida
-$11.1M -575,000 Closed
ACM
405
Adelante Capital Management
California
-$10.8M -560,366 Closed
Balyasny Asset Management
406
Balyasny Asset Management
Illinois
-$8.3M -429,273 Closed
GCA
407
GSI Capital Advisors
California
-$3.17M -163,952 Closed
UOC
408
UBS O'Connor
Illinois
-$2.69M -138,944 Closed
CWM
409
CIBC World Markets
New York
-$2.39M -123,755 Closed
Verition Fund Management
410
Verition Fund Management
Connecticut
-$1.83M -94,702 Closed
Tudor Investment Corp
411
Tudor Investment Corp
Connecticut
-$1.52M -78,481 Closed
MF
412
Magnetar Financial
Illinois
-$894K -46,255 Closed
QT
413
Quantbot Technologies
New York
-$646K -33,418 Closed
QT
414
Quantamental Technologies
New York
-$450K -23,261 Closed
CS
415
Candriam SCA
Luxembourg
-$381K -21,438 Closed
DADC
416
D.A. Davidson & Co
Montana
-$392K -20,301 Closed
VU
417
Vanderbilt University
Tennessee
-$389K -20,114 Closed
BPC
418
Banque Pictet & Cie
Switzerland
-$376K -19,455 Closed
DEA
419
DoubleLine ETF Adviser
Florida
-$370K -19,159 Closed
WC
420
Wexford Capital
Florida
-$340K -17,590 Closed
ECM
421
ExodusPoint Capital Management
New York
-$289K -14,930 Closed
UCFA
422
United Capital Financial Advisors
Texas
-$270K -13,994 Closed
NW
423
NewEdge Wealth
Pennsylvania
-$232K -11,985 Closed
IAN
424
Integrated Advisors Network
Texas
-$220K -11,364 Closed
CIP
425
Cornerstone Investment Partners
Georgia
-$202K -10,462 Closed

HR Hedge Fund Activity: Q2 2023 in Review

402 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2023, worth a combined $7.38B — down 3.5% from $7.65B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of HR and 34 opened new positions — a net loss of 11 holders — while 148 trimmed existing stakes and 145 added.

The largest buyer was Cohen & Steers, adding an estimated $81.6M. The largest seller was Fuller & Thaler Asset Management, exiting entirely with an estimated $74.7M sold.

  • 402 institutional investors held Healthcare Realty (HR) as of Q2 2023, down from 419 in Q1 2023.
  • Funds reported $7.38B of Healthcare Realty stock for Q2 2023, down 3.5% quarter-over-quarter.
  • 34 funds opened new Healthcare Realty positions in Q2 2023 and 45 closed out, a net change of -11 holders.
  • The largest Healthcare Realty buyer in Q2 2023 was Cohen & Steers, an estimated $81.6M added.
  • The largest Healthcare Realty seller in Q2 2023 was Fuller & Thaler Asset Management, an estimated $74.7M sold.

Based on aggregated 13F filings for Q2 2023.