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Healthcare Realty

411 hedge funds and large institutions have $6.86B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 139 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $5.16M

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $6.33B → $6.86B (+$526M)

5% more funds holding

Funds holding: 393411 (+18)

2.91% more ownership

Funds ownership: 101.58%104.49% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 146

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
411
Holders Change
+18
Holders Change %
+4.58%
% of All Funds
5.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
61
Increased
139
Reduced
146
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
401
Private Trust Company
Ohio
$726 +$709 +40 New
BIG
402
Brooklyn Investment Group
New York
$708 +$691 +39 New
GSEP
403
Golden State Equity Partners
California
$689 +$674 +38 New
CJ
404
Caitlin John
Michigan
$607 +$18 +1 +3%
BF
405
BOK Financial
Oklahoma
$600
RWML
406
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$563
VAMG
407
Voisard Asset Management Group
Michigan
$545 +$532 +30 New
DF
408
Dunhill Financial
United Kingdom
$474 +$461 +26 New
BGAI
409
Bruce G. Allen Investments
Colorado
$272
MCM
410
MV Capital Management
Maryland
$146
MG
411
Mather Group
Illinois
$109 +$106 +6 New
WCP
412
Waterfront Capital Partners
New York
-$30.5M -1,853,543 Closed
NI
413
Nuance Investments
Missouri
-$23.9M -1,448,367 Closed
N
414
Natixis
France
-$10.7M -649,100 Closed
ECM
415
ExodusPoint Capital Management
New York
-$10.2M -620,810 Closed
HCM
416
HGI Capital Management
New York
-$3.02M -183,066 Closed
UOC
417
UBS O'Connor
Illinois
-$1.79M -108,538 Closed
Holocene Advisors
418
Holocene Advisors
New York
-$1.69M -102,354 Closed
WBC
419
Westpac Banking Corp
Australia
-$1.54M -93,539 Closed
SAM
420
Stansberry Asset Management
Texas
-$717K -43,505 Closed
HT
421
Headlands Technologies
Illinois
-$699K -42,443 Closed
LP
422
LMR Partners
United Kingdom
-$628K -38,082 Closed
JFG
423
Jefferies Financial Group
New York
-$560K -33,996 Closed
PP
424
Paloma Partners
Connecticut
-$519K -31,500 Closed
DM
425
Deerfield Management
New York
-$471K -28,566 Closed

HR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2024, worth a combined $6.86B — up 8.3% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HR positions and 41 closed out — a net gain of 20 holders — while 139 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $150M. The largest seller was Principal Financial Group, cutting an estimated $185M.

  • 411 institutional investors held Healthcare Realty (HR) as of Q3 2024, up from 393 in Q2 2024.
  • Funds reported $6.86B of Healthcare Realty stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 61 funds opened new Healthcare Realty positions in Q3 2024 and 41 closed out, a net change of +20 holders.
  • The largest Healthcare Realty buyer in Q3 2024 was Bank of America, an estimated $150M added.
  • The largest Healthcare Realty seller in Q3 2024 was Principal Financial Group, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.