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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
PCM
126
Prelude Capital Management
New York
$3.2M +$3.2M +95,774 New
Aviva
127
Aviva
United Kingdom
$3.18M -$847K -25,361 -21%
ESCM
128
Echo Street Capital Management
New York
$3.09M +$3.09M +92,497 New
NCP
129
NexWave Capital Partners
New York
$3.08M +$3.08M +92,325 New
N
130
Natixis
France
$3.06M -$23.6M -705,400 -89%
Mitsubishi UFJ Asset Management
131
Mitsubishi UFJ Asset Management
Japan
$3.06M +$146K +4,378 +5%
ACI
132
AMP Capital Investors
Australia
$2.85M -$2.06M -61,635 -42%
GWM
133
Geneos Wealth Management
Colorado
$2.79M -$114K -3,417 -4%
PAMS
134
Pictet Asset Management (Switzerland)
Switzerland
$2.78M +$25.9K +777 +0.9%
Commonwealth Equity Services
135
Commonwealth Equity Services
Massachusetts
$2.76M +$200 +6 +0%
CCM
136
Cinctive Capital Management
New York
$2.73M +$2.73M +81,664 New
Simplex Trading
137
Simplex Trading
Illinois
$2.73M +$2.73M +81,685 New
PGFC
138
Peapack-Gladstone Financial Corp
New Jersey
$2.73M +$20.1K +601 +0.7%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$2.63M +$17.4K +520 +0.7%
AAS
140
Avantax Advisory Services
Texas
$2.48M +$104K +3,123 +4%
TCM
141
Tekla Capital Management
Massachusetts
$2.36M
GEM
142
Global Endowment Management
North Carolina
$2.34M +$833K +24,952 +55%
BC
143
Brookfield Corp
Ontario, Canada
$2.3M +$2.3M +68,938 New
PCM
144
Penn Capital Management
Pennsylvania
$2.28M -$81.9K -2,451 -3%
JG
145
Jefferies Group
New York
$2.25M +$1.02M +30,669 +84%
Deutsche Bank
146
Deutsche Bank
Germany
$2.19M -$193K -5,786 -8%
BCM
147
Beryl Capital Management
California
$2.17M +$2.18M +65,127 New
LOIM
148
Liberty One Investment Management
Illinois
$2.12M +$123K +3,686 +6%
ARG
149
Advisory Resource Group
Oklahoma
$2.11M -$7.82K -234 -0.4%
KTA
150
Keeley-Teton Advisors
Illinois
$2.11M -$124K -3,698 -6%

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.