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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
ESCM
426
Echo Street Capital Management
New York
-$2.25M -107,865 Closed
EOJOAM
427
E. Ohman J:or Asset Management
Sweden
-$1.78M -85,455 Closed
PFA
428
Peak Financial Advisors
Colorado
-$1.5M -71,843 Closed
SAM
429
Sequent Asset Management
Texas
-$1.26M -60,450 Closed
DIA
430
Dean Investment Associates
Ohio
-$1.01M -48,701 Closed
LFG
431
Larson Financial Group
Missouri
-$834K -40,014 Closed
N
432
Natixis
France
-$763K -36,600 Closed
WAM
433
Weiss Asset Management
Massachusetts
-$598K -28,700 Closed
DCM
434
Dupont Capital Management
Delaware
-$590K -28,285 Closed
Millennium Management
435
Millennium Management
New York
-$541K -25,931 Closed
Axa
436
Axa
France
-$530K -25,396 Closed
GTCM
437
Gyon Technologies Capital Management
New Jersey
-$400K -19,200 Closed
ADBIC
438
A.D. Beadell Investment Counsel
Wisconsin
-$340K -16,313 Closed
JWM
439
Jeppson Wealth Management
California
-$286K -13,717 Closed
CIBC Asset Management
440
CIBC Asset Management
Ontario, Canada
-$284K -13,609 Closed
BRWA
441
B. Riley Wealth Advisors
Florida
-$253K -12,080 Closed
CWM
442
Connecticut Wealth Management
Connecticut
-$251K -12,037 Closed
LP
443
LGL Partners
Pennsylvania
-$231K -11,103 Closed
WG
444
Winton Group
United Kingdom
-$226K -10,818 Closed
PAS
445
Park Avenue Securities
New York
-$211K -10,110 Closed
IFG
446
Independent Financial Group
California
-$209K -10,034 Closed
NRI
447
NFP Retirement Inc
California
-$209K -10,032 Closed
CCM
448
Community Capital Management
Florida
-$209K -10,000 Closed
VHAM
449
Van Hulzen Asset Management
California
-$206K -9,900 Closed
TYCC
450
Texas Yale Capital Corp
Florida
-$202K -9,685 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.