Healthcare Realty
411 hedge funds and large institutions have $6.92B invested in Healthcare Realty in 2023 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 138 increasing their positions, 148 reducing their positions, and 64 closing their positions.
706% more call options, than puts
Call options by funds: $75.5M | Put options by funds: $9.37M
80% more funds holding in top 10
Funds holding in top 10: 5 → 9 (+4)
34% more first-time investments, than exits
New positions opened: 86 | Existing positions closed: 64
17% more capital invested
Capital invested by funds: $5.93B → $6.92B (+$996M)
3.58% more ownership
Funds ownership: 101.95% → 105.53% (+3.6%)
4% more funds holding
Funds holding: 397 → 411 (+14)
7% less repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 148
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$174M |
| 2 |
WCP
Waterfront Capital Partners
New York
|
+$45.9M |
| 3 |
Morgan Stanley
New York
|
+$37.2M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$36.1M |
| 5 |
AAMU
APG Asset Management US
New York
|
+$20.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$35M |
| 2 |
BlackRock
New York
|
-$28.8M |
| 3 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
-$28.2M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$19.9M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$18.5M |
HR Hedge Fund Activity: Q4 2023 in Review
411 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2023, worth a combined $6.92B — up 17% from $5.93B a quarter earlier.
Buyers outnumbered sellers: 86 funds opened new HR positions and 64 closed out — a net gain of 22 holders — while 138 added to existing stakes and 148 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $174M. The largest seller was Invesco, cutting an estimated $35M.
- 411 institutional investors held Healthcare Realty (HR) as of Q4 2023, up from 397 in Q3 2023.
- Funds reported $6.92B of Healthcare Realty stock for Q4 2023, up 17% quarter-over-quarter.
- 86 funds opened new Healthcare Realty positions in Q4 2023 and 64 closed out, a net change of +22 holders.
- The largest Healthcare Realty buyer in Q4 2023 was JP Morgan Chase, an estimated $174M added.
- The largest Healthcare Realty seller in Q4 2023 was Invesco, an estimated $35M sold.
Based on aggregated 13F filings for Q4 2023.