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Healthcare Realty

393 hedge funds and large institutions have $6.33B invested in Healthcare Realty in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $35M | Put options by funds: $8.26M

16% more capital invested

Capital invested by funds: $5.48B → $6.33B (+$854M)

0.07% more ownership

Funds ownership: 101.51%101.58% (+0.07%)

5% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 59

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 148

2% less funds holding

Funds holding: 403393 (-10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
393
Holders Change
-10
Holders Change %
-2.48%
% of All Funds
5.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
134
Reduced
148
Closed
59
Calls
$35M
Puts
$8.26M
Net Calls
+$26.7M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
76
Barclays
United Kingdom
$5.51M -$1.28M -83,818 -20%
Robeco Institutional Asset Management
77
Robeco Institutional Asset Management
Netherlands
$5.5M -$399K -26,091 -7%
CIA
78
Capital Investment Advisors
Georgia
$5.45M +$38.8K +2,534 +0.8%
Wells Fargo
79
Wells Fargo
California
$5.14M -$147K -9,623 -3%
DekaBank Deutsche Girozentrale
80
DekaBank Deutsche Girozentrale
Germany
$5.12M +$114K +7,431 +2%
LCM
81
LDR Capital Management
New York
$4.98M -$130K -8,482 -3%
MOACM
82
Mutual of America Capital Management
New York
$4.9M -$156K -10,166 -3%
UBS Group
83
UBS Group
Switzerland
$4.79M -$2.12M -138,758 -32%
New York State Teachers Retirement System (NYSTRS)
84
New York State Teachers Retirement System (NYSTRS)
New York
$4.67M -$15.2K -994 -0.3%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$4.48M -$373K -24,358 -8%
LPL Financial
86
LPL Financial
California
$4.45M +$782K +51,140 +23%
SI
87
Sapience Investments
California
$4.31M -$1.51M -98,467 -27%
HSBC Holdings
88
HSBC Holdings
United Kingdom
$4.24M -$332K -21,728 -8%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$4.23M -$3.24M -211,709 -45%
Comerica Bank
90
Comerica Bank
Texas
$4.18M +$29.9K +1,951 +0.8%
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$4.06M +$169K +11,052 +5%
Aberdeen Group
92
Aberdeen Group
United Kingdom
$4.06M +$25.2K +1,646 +0.7%
SO
93
STRS Ohio
Ohio
$3.91M -$2.38M -155,310 -40%
QT
94
Quantbot Technologies
New York
$3.89M +$3.62M +236,328 New
First Trust Advisors
95
First Trust Advisors
Illinois
$3.79M +$949K +62,033 +37%
LOIM
96
Liberty One Investment Management
Illinois
$3.74M +$817K +53,416 +31%
SOADOR
97
State of Alaska Department of Revenue
Alaska
$3.71M +$40.4K +2,640 +1%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$3.69M +$276K +18,038 +9%
GC
99
Guggenheim Capital
Illinois
$3.55M -$74K -4,837 -2%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$3.49M +$185K +12,071 +6%

HR Hedge Fund Activity: Q2 2024 in Review

393 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2024, worth a combined $6.33B — up 16% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HR and 56 opened new positions — a net loss of 3 holders — while 148 trimmed existing stakes and 134 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Nuance Investments, cutting an estimated $62.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q2 2024, down from 403 in Q1 2024.
  • Funds reported $6.33B of Healthcare Realty stock for Q2 2024, up 16% quarter-over-quarter.
  • 56 funds opened new Healthcare Realty positions in Q2 2024 and 59 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q2 2024 was Bank of America, an estimated $133M added.
  • The largest Healthcare Realty seller in Q2 2024 was Nuance Investments, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2024.