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Healthcare Realty

387 hedge funds and large institutions have $7.25B invested in Healthcare Realty in 2021 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 115 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,233% more call options, than puts

Call options by funds: $437M | Put options by funds: $32.8M

229% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 24

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

14% more funds holding

Funds holding: 338387 (+49)

10% more capital invested

Capital invested by funds: $6.6B → $7.25B (+$649M)

9% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 127

5.48% less ownership

Funds ownership: 152.88%147.4% (-5.5%)

Holders
387
Holders Change
+49
Holders Change %
+14.5%
% of All Funds
5.95%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
79
Increased
115
Reduced
127
Closed
24
Calls
$437M
Puts
$32.8M
Net Calls
+$404M
Net Calls Change
+$236M
Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
26
Duff & Phelps Investment Management
Illinois
$61.7M -$40.7M -1,219,255 -40%
Morgan Stanley
27
Morgan Stanley
New York
$61M +$10.6M +317,377 +21%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$55.5M -$8.5M -254,433 -13%
Nomura Holdings
29
Nomura Holdings
Japan
$54.8M -$49.3M -1,477,325 -47%
Goldman Sachs
30
Goldman Sachs
New York
$51.3M -$152M -4,553,712 -75%
PI
31
PGGM Investments
Netherlands
$49.3M -$48.3M -1,447,359 -50%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$49.3M +$5.61M +167,957 +13%
Northern Trust
33
Northern Trust
Illinois
$46.5M -$1.49M -44,624 -3%
UBS AM
34
UBS AM
Illinois
$42.9M +$477K +14,283 +1%
Prudential Financial
35
Prudential Financial
New Jersey
$40.7M +$35.8M +1,070,740 +672%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$38.6M +$787K +23,555 +2%
ACM
37
AEW Capital Management
Massachusetts
$36.3M -$9.3M -278,500 -20%
Bank of America
38
Bank of America
North Carolina
$35.7M +$3.95M +118,259 +12%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$34.7M +$3.8M +113,891 +12%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$34M +$34M +1,017,445 New
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$33.1M +$33.1M +992,544 New
SEI Investments
42
SEI Investments
Pennsylvania
$32.1M -$5.44M -162,802 -14%
WMSA
43
Weiss Multi-Strategy Advisers
New York
$29.9M +$21.1M +631,549 +238%
IG
44
ING Group
Netherlands
$29.6M +$15M +448,000 +103%
Amundi
45
Amundi
France
$26.8M +$1.73M +51,934 +7%
Barclays
46
Barclays
United Kingdom
$26.2M +$9.33M +279,234 +55%
BCM
47
Bluefin Capital Management
New York
$26M +$26M +777,227 New
Ameriprise
48
Ameriprise
Minnesota
$24.8M +$27.1M +812,092 +1,435%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$24.7M -$1.05M -31,528 -4%
Millennium Management
50
Millennium Management
New York
$23.6M +$21.1M +630,656 +840%

HR Hedge Fund Activity: Q4 2021 in Review

387 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2021, worth a combined $7.25B — up 9.8% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new HR positions and 24 closed out — a net gain of 55 holders — while 115 added to existing stakes and 127 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $61.2M. The largest seller was Goldman Sachs, cutting an estimated $152M.

  • 387 institutional investors held Healthcare Realty (HR) as of Q4 2021, up from 338 in Q3 2021.
  • Funds reported $7.25B of Healthcare Realty stock for Q4 2021, up 9.8% quarter-over-quarter.
  • 79 funds opened new Healthcare Realty positions in Q4 2021 and 24 closed out, a net change of +55 holders.
  • The largest Healthcare Realty buyer in Q4 2021 was Principal Financial Group, an estimated $61.2M added.
  • The largest Healthcare Realty seller in Q4 2021 was Goldman Sachs, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2021.