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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
SG Americas Securities
76
SG Americas Securities
New York
$9.78M +$8.7M +260,551 +804%
CS
77
Credit Suisse
Switzerland
$9.73M -$21.1M -631,563 -68%
PPA
78
Parametric Portfolio Associates
Washington
$9.48M +$243K +7,283 +3%
CIM
79
Centersquare Investment Management
Pennsylvania
$9.47M +$199K +5,953 +2%
Franklin Resources
80
Franklin Resources
California
$9.21M +$80.1K +2,398 +0.9%
Citigroup
81
Citigroup
New York
$9.1M -$4.17M -124,789 -31%
DSA
82
Davis Selected Advisers
Arizona
$9.06M
UBS Group
83
UBS Group
Switzerland
$9.03M -$12.2M -366,556 -58%
REMS
84
Real Estate Management Services
$8.81M -$2.12M -63,400 -19%
Citadel Advisors
85
Citadel Advisors
Florida
$8.79M +$7.51M +224,894 +586%
Group One Trading
86
Group One Trading
Illinois
$8.51M +$4.9M +146,757 +136%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$8.48M +$7.36M +220,392 +656%
AllianceBernstein
88
AllianceBernstein
Tennessee
$8.07M +$1.22M +36,650 +18%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$8.02M +$33.3K +998 +0.4%
Robeco Institutional Asset Management
90
Robeco Institutional Asset Management
Netherlands
$8.01M -$501K -15,000 -6%
BIC
91
B&I Capital
Switzerland
$7.89M -$935K -28,000 -11%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$7.13M +$9.38K +281 +0.1%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$7.01M -$267 -8 -0%
CM
94
Caption Management
Oklahoma
$6.52M +$3.98M +119,200 +157%
Nomura Asset Management
95
Nomura Asset Management
Japan
$6.52M +$612K +18,324 +10%
ERSOT
96
Employees Retirement System of Texas
Texas
$6.5M -$41M -1,229,125 -86%
Canada Life
97
Canada Life
Manitoba, Canada
$6.3M +$180K +5,401 +3%
PI
98
PEAK6 Investments
Illinois
$6.26M -$1.97K -59 -0%
LPL Financial
99
LPL Financial
California
$5.67M +$186K +5,564 +3%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$5.66M -$265K -7,928 -4%

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.