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Healthcare Realty

411 hedge funds and large institutions have $6.86B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 139 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $5.16M

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $6.33B → $6.86B (+$526M)

5% more funds holding

Funds holding: 393411 (+18)

2.91% more ownership

Funds ownership: 101.58%104.49% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 146

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
411
Holders Change
+18
Holders Change %
+4.58%
% of All Funds
5.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
61
Increased
139
Reduced
146
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$41.1M -$3.46M -195,044 -8%
Pzena Investment Management
27
Pzena Investment Management
New York
$40.4M +$39.5M +2,225,430 New
Citadel Advisors
28
Citadel Advisors
Florida
$39.4M +$11.7M +660,005 +44%
UBS AM
29
UBS AM
Illinois
$38.9M +$29.7M +1,674,583 +358%
Millennium Management
30
Millennium Management
New York
$36.7M +$28.2M +1,588,025 +364%
Goldman Sachs
31
Goldman Sachs
New York
$36.1M -$71.7M -4,046,691 -67%
William Blair Investment Management
32
William Blair Investment Management
Illinois
$34.4M -$114K -6,413 -0.3%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$30.5M -$2.78M -156,691 -9%
Invesco
34
Invesco
Georgia
$30.1M +$1.85M +104,364 +7%
BIC
35
Beach Investment Counsel
Pennsylvania
$29.2M -$689K -38,880 -2%
N
36
Nuveen
North Carolina
$23.2M +$4.59M +259,077 +25%
Ameriprise
37
Ameriprise
Minnesota
$22.1M -$1.68M -94,975 -7%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$20.1M +$12.3M +692,801 +167%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$19.5M -$718K -40,518 -4%
Renaissance Technologies
40
Renaissance Technologies
New York
$19.2M +$7.68M +433,100 +69%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$19M +$18.6M +1,046,711 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$18.4M -$209K -11,773 -1%
Retirement Systems of Alabama
43
Retirement Systems of Alabama
Alabama
$17.7M -$465K -26,220 -3%
BNP Paribas Asset Management
44
BNP Paribas Asset Management
France
$16.2M -$2.95M -166,175 -16%
Tudor Investment Corp
45
Tudor Investment Corp
Connecticut
$15.9M +$15.5M +876,229 New
Principal Financial Group
46
Principal Financial Group
Iowa
$15.3M -$185M -10,407,700 -92%
Allianz Asset Management
47
Allianz Asset Management
Germany
$15.3M -$2.48M -139,790 -14%
MHIC
48
Marble Harbor Investment Counsel
Massachusetts
$14.8M +$273K +15,400 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
49
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.5M
GAM
50
Gotham Asset Management
New York
$14.4M +$1.23M +69,321 +10%

HR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2024, worth a combined $6.86B — up 8.3% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HR positions and 41 closed out — a net gain of 20 holders — while 139 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $150M. The largest seller was Principal Financial Group, cutting an estimated $185M.

  • 411 institutional investors held Healthcare Realty (HR) as of Q3 2024, up from 393 in Q2 2024.
  • Funds reported $6.86B of Healthcare Realty stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 61 funds opened new Healthcare Realty positions in Q3 2024 and 41 closed out, a net change of +20 holders.
  • The largest Healthcare Realty buyer in Q3 2024 was Bank of America, an estimated $150M added.
  • The largest Healthcare Realty seller in Q3 2024 was Principal Financial Group, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.