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Healthcare Realty

362 hedge funds and large institutions have $5.99B invested in Healthcare Realty in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 129 increasing their positions, 115 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 32

12% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 115

6% more funds holding

Funds holding: 343362 (+19)

1% less capital invested

Capital invested by funds: $6.05B → $5.99B (-$59.5M)

6% less call options, than puts

Call options by funds: $2.32M | Put options by funds: $2.47M

7.82% less ownership

Funds ownership: 161.5%153.68% (-7.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
362
Holders Change
+19
Holders Change %
+5.54%
% of All Funds
6.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
53
Increased
129
Reduced
115
Closed
32
Calls
$2.32M
Puts
$2.47M
Net Calls
-$153K
Net Calls Change
-$1.16M
Name Holding Trade Value Shares
Change
Change in
Stake
CVA
26
Ceredex Value Advisors
Florida
$53.6M -$3.05M -109,000 -5%
Northern Trust
27
Northern Trust
Illinois
$52.7M +$445K +15,912 +0.8%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$51.4M +$1.28M +45,852 +3%
Citadel Advisors
29
Citadel Advisors
Florida
$48.4M -$17.8M -635,174 -27%
N
30
Nuveen
North Carolina
$42.7M -$19.9M -711,122 -31%
Morgan Stanley
31
Morgan Stanley
New York
$40.7M +$24.7M +884,657 +150%
UBS AM
32
UBS AM
Illinois
$37.2M +$3.64M +130,133 +11%
ACM
33
AEW Capital Management
Massachusetts
$34.8M +$6.5M +232,500 +23%
HSBC Holdings
34
HSBC Holdings
United Kingdom
$34M +$412K +14,732 +1%
ACM
35
Adelante Capital Management
California
$30.4M -$2.35M -84,007 -7%
SO
36
STRS Ohio
Ohio
$26.9M -$15.9M -569,967 -37%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$26.4M +$3.22M +115,249 +14%
AGA
38
Altrinsic Global Advisors
Connecticut
$25.4M +$13.3M +477,417 +107%
SEI Investments
39
SEI Investments
Pennsylvania
$23.9M +$3.16M +113,165 +15%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$23.1M +$1.72M +61,382 +8%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$22.7M -$15.2K -544 -0.1%
Millennium Management
42
Millennium Management
New York
$22.4M +$6.31M +225,825 +38%
Bank of America
43
Bank of America
North Carolina
$19.2M +$554K +19,826 +3%
PR
44
Payden & Rygel
California
$19.1M +$19.4M +692,400 New
Fidelity International
45
Fidelity International
Bermuda
$16.6M -$16.8M -599,355 -50%
CIP
46
Chartwell Investment Partners
Pennsylvania
$16.3M -$3.29M -117,598 -17%
AAMU
47
Amundi Asset Management US
Massachusetts
$15.7M +$1.92M +68,715 +14%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$15.4M +$11.5M +411,882 +278%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$14.5M -$342K -12,240 -2%
Asset Management One
50
Asset Management One
Japan
$14M -$46.9K -1,678 -0.3%

HR Hedge Fund Activity: Q1 2021 in Review

362 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2021, worth a combined $5.99B — down 0.98% from $6.05B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new HR positions and 32 closed out — a net gain of 21 holders — while 129 added to existing stakes and 115 trimmed.

The largest buyer was PGGM Investments, adding an estimated $55M. The largest seller was Pictet Asset Management (UK), cutting an estimated $110M.

  • 362 institutional investors held Healthcare Realty (HR) as of Q1 2021, up from 343 in Q4 2020.
  • Funds reported $5.99B of Healthcare Realty stock for Q1 2021, down 0.98% quarter-over-quarter.
  • 53 funds opened new Healthcare Realty positions in Q1 2021 and 32 closed out, a net change of +21 holders.
  • The largest Healthcare Realty buyer in Q1 2021 was PGGM Investments, an estimated $55M added.
  • The largest Healthcare Realty seller in Q1 2021 was Pictet Asset Management (UK), an estimated $110M sold.

Based on aggregated 13F filings for Q1 2021.