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Healthcare Realty

393 hedge funds and large institutions have $7.83B invested in Healthcare Realty in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 163 increasing their positions, 70 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 70

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $6.03B → $7.83B (+$1.8B)

14% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 108

3% more funds holding

Funds holding: 382393 (+11)

43.58% less ownership

Funds ownership: 142.57%98.99% (-44%)

53% less call options, than puts

Call options by funds: $12.2M | Put options by funds: $25.7M

Holders
393
Holders Change
+11
Holders Change %
+2.88%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
123
Increased
163
Reduced
70
Closed
108
Calls
$12.2M
Puts
$25.7M
Net Calls
-$13.5M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SM
476
SG3 Management
Puerto Rico
-$209K -7,500 Closed
AFWM
477
AMJ Financial Wealth Management
Virginia
-$208K -7,440 Closed
PTC
478
Private Trust Company
Ohio
-$193K -6,907 Closed
PCM
479
PenderFund Capital Management
British Columbia, Canada
-$208K -5,800 Closed
SWM
480
Spire Wealth Management
Virginia
-$156K -5,606 Closed
CCM
481
Chicago Capital Management
Illinois
-$112K -4,000 Closed
VVP
482
Venture Visionary Partners
Ohio
-$57.4K -2,056 Closed
KFI
483
Key Financial Inc
Pennsylvania
-$47K -1,648 Closed
PFS
484
Prospera Financial Services
Texas
-$32K -1,160 Closed
AW
485
ACG Wealth
Georgia
-$28K -1,008 Closed
PFA
486
Professional Financial Advisors
Nebraska
-$21K -750 Closed
SIS
487
Sound Income Strategies
Florida
-$17K -625 Closed
RG
488
Retirement Group
California
-$14K -500 Closed
CIM
489
Chiron Investment Management
New York
-$11K -409 Closed
HWA
490
HHM Wealth Advisors
Tennessee
-$7K -241 Closed
PFBT
491
Parkside Financial Bank & Trust
Missouri
-$5.49K -216 -92%
TCWM
492
Total Clarity Wealth Management
Illinois
-$6K -202 Closed
PFGIA
493
Patriot Financial Group Insurance Agency
Massachusetts
-$6K -200 Closed
CP
494
Castleview Partners
Texas
-$1.72K -130 Closed
ANBT
495
American National Bank & Trust
Texas
-$3K -120 Closed
GKIM
496
GW&K Investment Management
Massachusetts
-$2K -81 Closed
HS
497
Horan Securities
United States
-$2K -61 Closed
BIA
498
Bell Investment Advisors
California
-$2K -60 Closed
BTI
499
Blue Trust Inc
Georgia
+$407 +16 New

HR Hedge Fund Activity: Q3 2022 in Review

393 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2022, worth a combined $7.83B — up 30% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new HR positions and 108 closed out — a net gain of 15 holders — while 163 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $716M. The largest seller was American Century Companies, cutting an estimated $84.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q3 2022, up from 382 in Q2 2022.
  • Funds reported $7.83B of Healthcare Realty stock for Q3 2022, up 30% quarter-over-quarter.
  • 123 funds opened new Healthcare Realty positions in Q3 2022 and 108 closed out, a net change of +15 holders.
  • The largest Healthcare Realty buyer in Q3 2022 was BlackRock, an estimated $716M added.
  • The largest Healthcare Realty seller in Q3 2022 was American Century Companies, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2022.