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Healthcare Realty

393 hedge funds and large institutions have $6.76B invested in Healthcare Realty in 2022 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 143 increasing their positions, 122 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

558% more call options, than puts

Call options by funds: $258M | Put options by funds: $39.3M

24% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 54

17% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 122

2% more funds holding

Funds holding: 387393 (+6)

4.16% less ownership

Funds ownership: 147.4%143.24% (-4.2%)

7% less capital invested

Capital invested by funds: $7.25B → $6.76B (-$492M)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
393
Holders Change
+6
Holders Change %
+1.55%
% of All Funds
6.2%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
67
Increased
143
Reduced
122
Closed
54
Calls
$258M
Puts
$39.3M
Net Calls
+$219M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
DPIM
26
Duff & Phelps Investment Management
Illinois
$49.5M -$8.51M -270,225 -15%
PI
27
PGGM Investments
Netherlands
$49.3M
Goldman Sachs
28
Goldman Sachs
New York
$47.6M -$535K -16,985 -1%
Northern Trust
29
Northern Trust
Illinois
$46.1M +$2.41M +76,530 +5%
JP Morgan Chase
30
JP Morgan Chase
New York
$45.5M -$18.6M -591,562 -29%
UBS AM
31
UBS AM
Illinois
$43.7M +$3.44M +109,171 +8%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$42.7M +$26.2M +831,865 +156%
WIC
33
Water Island Capital
New York
$41.1M +$41.3M +1,312,262 New
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$39.3M +$37.6M +1,193,893 +1,964%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$38.2M +$1.45M +45,976 +4%
AAM
36
Alpine Associates Management
Florida
$37.5M +$37.7M +1,195,500 New
Morgan Stanley
37
Morgan Stanley
New York
$34.6M -$22.9M -725,525 -40%
Two Sigma Investments
38
Two Sigma Investments
New York
$33.3M +$32M +1,016,449 +2,133%
AA
39
AQR Arbitrage
Connecticut
$32.7M +$32.9M +1,044,562 New
MAM
40
Melqart Asset Management
United Kingdom
$32.6M +$32.8M +1,041,400 New
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$27.3M -$24.9M -790,879 -48%
Nomura Holdings
42
Nomura Holdings
Japan
$27.1M -$24.8M -787,398 -48%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$26.7M -$5.91M -187,674 -18%
Barclays
44
Barclays
United Kingdom
$26.3M +$1.69M +53,716 +7%
LIMS
45
Lasalle Investment Management Securities
Maryland
$24M -$42.4M -1,344,783 -64%
N
46
Nuveen
North Carolina
$23M -$34.9M -1,109,504 -60%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$22.8M -$348K -11,034 -1%
SEI Investments
48
SEI Investments
Pennsylvania
$22.6M -$7.56M -239,948 -25%
ERSOT
49
Employees Retirement System of Texas
Texas
$21.8M +$15.8M +501,484 +258%
HF
50
HRT Financial
New York
$20.9M +$21M +666,718 New

HR Hedge Fund Activity: Q1 2022 in Review

393 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2022, worth a combined $6.76B — down 6.8% from $7.25B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new HR positions and 54 closed out — a net gain of 13 holders — while 143 added to existing stakes and 122 trimmed.

The largest buyer was Davidson Kempner Capital Management, opening a new position worth an estimated $157M. The largest seller was Fidelity Investments, cutting an estimated $132M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q1 2022, up from 387 in Q4 2021.
  • Funds reported $6.76B of Healthcare Realty stock for Q1 2022, down 6.8% quarter-over-quarter.
  • 67 funds opened new Healthcare Realty positions in Q1 2022 and 54 closed out, a net change of +13 holders.
  • The largest Healthcare Realty buyer in Q1 2022 was Davidson Kempner Capital Management, an estimated $157M added.
  • The largest Healthcare Realty seller in Q1 2022 was Fidelity Investments, an estimated $132M sold.

Based on aggregated 13F filings for Q1 2022.