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Healthcare Realty

397 hedge funds and large institutions have $5.93B invested in Healthcare Realty in 2023 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 149 increasing their positions, 136 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 136

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.79% less ownership

Funds ownership: 102.74%101.95% (-0.79%)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

1% less funds holding

Funds holding: 402397 (-5)

20% less capital invested

Capital invested by funds: $7.38B → $5.93B (-$1.45B)

41% less call options, than puts

Call options by funds: $2.01M | Put options by funds: $3.39M

Holders
397
Holders Change
-5
Holders Change %
-1.24%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
49
Increased
149
Reduced
136
Closed
50
Calls
$2.01M
Puts
$3.39M
Net Calls
-$1.37M
Net Calls Change
-$3.95M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
26
William Blair Investment Management
Illinois
$35M +$4.05M +228,435 +11%
SEI Investments
27
SEI Investments
Pennsylvania
$33.4M -$2.73M -153,861 -7%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$32.5M +$2.2M +123,910 +6%
Morgan Stanley
29
Morgan Stanley
New York
$32.5M +$4.22M +237,808 +13%
ACM
30
AEW Capital Management
Massachusetts
$29.7M +$123K +6,940 +0.4%
Nordea Investment Management
31
Nordea Investment Management
Sweden
$25.1M +$2.25M +126,641 +8%
Macquarie Group
32
Macquarie Group
Australia
$19.6M +$1.65M +92,842 +8%
MHIC
33
Marble Harbor Investment Counsel
Massachusetts
$19M +$12.6M +710,179 +133%
Swiss National Bank
34
Swiss National Bank
Switzerland
$18.6M -$2.63M -148,300 -11%
BC
35
Brookfield Corp
Ontario, Canada
$18.5M -$21.1M -1,188,948 -50%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$18.2M -$354K -19,929 -2%
Ameriprise
37
Ameriprise
Minnesota
$17.6M +$2.4M +135,192 +13%
GA
38
GRS Advisors
Illinois
$17.2M +$20M +1,129,665 New
JP Morgan Chase
39
JP Morgan Chase
New York
$17.2M -$2.37M -133,373 -11%
Retirement Systems of Alabama
40
Retirement Systems of Alabama
Alabama
$17.1M -$270K -15,212 -1%
N
41
Nuveen
North Carolina
$16.8M +$1.26M +71,227 +7%
Goldman Sachs
42
Goldman Sachs
New York
$16.6M -$655K -36,907 -3%
Bank of America
43
Bank of America
North Carolina
$16.3M +$1.02M +57,675 +6%
VCM
44
V3 Capital Management
Texas
$15.7M -$1.89M -106,550 -9%
Citadel Advisors
45
Citadel Advisors
Florida
$14.8M -$5.73M -322,875 -25%
Impax Asset Management Group
46
Impax Asset Management Group
United Kingdom
$14.8M +$1.09M +61,370 +7%
RJA
47
Raymond James & Associates
Florida
$14.4M +$539K +30,349 +3%
Verition Fund Management
48
Verition Fund Management
Connecticut
$14.4M +$16.7M +940,831 New
Asset Management One
49
Asset Management One
Japan
$13.9M -$1.4M -78,957 -8%
Amundi
50
Amundi
France
$13.7M +$347K +19,573 +2%

HR Hedge Fund Activity: Q3 2023 in Review

397 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2023, worth a combined $5.93B — down 20% from $7.38B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of HR and 49 opened new positions — a net loss of 1 holder — while 136 trimmed existing stakes and 149 added.

The largest buyer was Rush Island Management, adding an estimated $59.5M. The largest seller was Fidelity Investments, cutting an estimated $61.4M.

  • 397 institutional investors held Healthcare Realty (HR) as of Q3 2023, down from 402 in Q2 2023.
  • Funds reported $5.93B of Healthcare Realty stock for Q3 2023, down 20% quarter-over-quarter.
  • 49 funds opened new Healthcare Realty positions in Q3 2023 and 50 closed out, a net change of -1 holder.
  • The largest Healthcare Realty buyer in Q3 2023 was Rush Island Management, an estimated $59.5M added.
  • The largest Healthcare Realty seller in Q3 2023 was Fidelity Investments, an estimated $61.4M sold.

Based on aggregated 13F filings for Q3 2023.