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Healthcare Realty

419 hedge funds and large institutions have $7.35B invested in Healthcare Realty in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 149 increasing their positions, 141 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

6% more funds holding

Funds holding: 394419 (+25)

2.6% more ownership

Funds ownership: 98.99%101.6% (+2.6%)

6% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 141

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less capital invested

Capital invested by funds: $7.83B → $7.35B (-$476M)

61% less call options, than puts

Call options by funds: $1.59M | Put options by funds: $4.09M

Holders
419
Holders Change
+25
Holders Change %
+6.35%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
77
Increased
149
Reduced
141
Closed
48
Calls
$1.59M
Puts
$4.09M
Net Calls
-$2.5M
Net Calls Change
+$11M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
101
Chartwell Investment Partners
Pennsylvania
$4.64M -$6.24M -317,647 -57%
VRS
102
Virginia Retirement Systems
Virginia
$4.62M -$1.05M -53,300 -18%
MIM
103
MetLife Investment Management
New Jersey
$4.62M -$93.9K -4,782 -2%
DekaBank Deutsche Girozentrale
104
DekaBank Deutsche Girozentrale
Germany
$4.57M +$676K +34,428 +17%
WBC
105
Westpac Banking Corp
Australia
$4.51M -$297K -15,104 -6%
GC
106
Guggenheim Capital
Illinois
$4.43M -$4.76M -242,271 -51%
Citigroup
107
Citigroup
New York
$4.19M -$5.97M -304,074 -58%
HSBC Holdings
108
HSBC Holdings
United Kingdom
$3.98M -$111K -5,651 -3%
LCM
109
LDR Capital Management
New York
$3.97M +$1.07M +54,540 +36%
CIM
110
Centersquare Investment Management
Pennsylvania
$3.96M -$1.34M -68,408 -25%
LPL Financial
111
LPL Financial
California
$3.74M -$173K -8,821 -4%
YCM
112
Yousif Capital Management
Michigan
$3.66M -$30.3K -1,540 -0.8%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$3.66M -$940K -47,852 -20%
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
$3.42M -$234K -11,918 -6%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$3.4M +$173K +8,800 +5%
TCM
116
Tekla Capital Management
Massachusetts
$3.37M
Wellington Management Group
117
Wellington Management Group
Massachusetts
$3.34M -$826K -42,053 -20%
COPPSERS
118
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.3M +$399K +20,323 +13%
AM
119
AGF Management
Ontario, Canada
$3.28M +$3.34M +170,167 New
Treasurer of the State of North Carolina
120
Treasurer of the State of North Carolina
North Carolina
$3.17M +$41.3K +2,100 +1%
Zurich Cantonal Bank
121
Zurich Cantonal Bank
Switzerland
$3M -$534K -27,187 -15%
Verition Fund Management
122
Verition Fund Management
Connecticut
$2.97M +$3.03M +154,125 New
Korea Investment Corp
123
Korea Investment Corp
South Korea
$2.94M +$2.04M +103,603 +212%
T. Rowe Price Associates
124
T. Rowe Price Associates
Maryland
$2.85M -$140K -7,126 -5%
PCA
125
Providence Capital Advisors
North Carolina
$2.75M +$670K +34,107 +31%

HR Hedge Fund Activity: Q4 2022 in Review

419 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2022, worth a combined $7.35B — down 6.1% from $7.83B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new HR positions and 48 closed out — a net gain of 29 holders — while 149 added to existing stakes and 141 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $305M. The largest seller was Deutsche Bank, cutting an estimated $73.9M.

  • 419 institutional investors held Healthcare Realty (HR) as of Q4 2022, up from 394 in Q3 2022.
  • Funds reported $7.35B of Healthcare Realty stock for Q4 2022, down 6.1% quarter-over-quarter.
  • 77 funds opened new Healthcare Realty positions in Q4 2022 and 48 closed out, a net change of +29 holders.
  • The largest Healthcare Realty buyer in Q4 2022 was Cohen & Steers, an estimated $305M added.
  • The largest Healthcare Realty seller in Q4 2022 was Deutsche Bank, an estimated $73.9M sold.

Based on aggregated 13F filings for Q4 2022.