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Healthcare Realty

411 hedge funds and large institutions have $6.86B invested in Healthcare Realty in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 139 increasing their positions, 146 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more call options, than puts

Call options by funds: $11.6M | Put options by funds: $5.16M

49% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 41

8% more capital invested

Capital invested by funds: $6.33B → $6.86B (+$526M)

5% more funds holding

Funds holding: 393411 (+18)

2.91% more ownership

Funds ownership: 101.58%104.49% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 146

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
411
Holders Change
+18
Holders Change %
+4.58%
% of All Funds
5.9%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
61
Increased
139
Reduced
146
Closed
41
Calls
$11.6M
Puts
$5.16M
Net Calls
+$6.49M
Net Calls Change
-$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
126
Resona Asset Management
Japan
$2.57M -$240K -13,565 -9%
Schroder Investment Management Group
127
Schroder Investment Management Group
United Kingdom
$2.52M +$54.8K +3,090 +2%
GCM
128
Graham Capital Management
Connecticut
$2.51M +$2.45M +138,154 New
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$2.43M -$106K -5,955 -4%
YCM
130
Yousif Capital Management
Michigan
$2.37M -$426K -24,053 -16%
AAM
131
Advisors Asset Management
Colorado
$2.33M +$153K +8,638 +7%
Creative Planning
132
Creative Planning
Kansas
$2.3M +$425K +23,981 +23%
AIA
133
Armor Investment Advisors
North Carolina
$2.3M -$48.6K -2,741 -2%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$2.25M -$805K -45,417 -27%
Pictet Asset Management
135
Pictet Asset Management
Switzerland
$2.2M +$144K +8,139 +7%
PS
136
Presima Securities
Quebec, Canada
$2.18M +$19.5K +1,100 +0.9%
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$2.15M -$58.7K -3,310 -3%
First Trust Advisors
138
First Trust Advisors
Illinois
$2.04M -$2.08M -117,521 -51%
ASRS
139
Arizona State Retirement System
Arizona
$1.98M +$40.5K +2,285 +2%
UM
140
UniSuper Management
Australia
$1.95M +$10.6K +600 +0.6%
PD
141
Point72 (DIFC)
United Arab Emirates
$1.95M +$1.01M +57,161 +114%
State of Wisconsin Investment Board
142
State of Wisconsin Investment Board
Wisconsin
$1.95M -$136K -7,660 -7%
TD Asset Management
143
TD Asset Management
Ontario, Canada
$1.91M -$113K -6,400 -6%
SC
144
Shay Capital
New York
$1.91M +$620K +35,000 +50%
TFCM
145
Taylor Frigon Capital Management
Arizona
$1.84M -$56.1K -3,162 -3%
Prudential Financial
146
Prudential Financial
New Jersey
$1.83M -$46.5K -2,624 -3%
LSERS
147
Louisiana State Employees Retirement System
Louisiana
$1.83M -$115K -6,500 -6%
Simplex Trading
148
Simplex Trading
Illinois
$1.81M +$384K +21,651 +28%
CWM
149
CIBC World Markets
New York
$1.74M +$1.7M +95,939 New
CANY
150
Caxton Associates (New York)
New York
$1.67M +$1.63M +91,951 New

HR Hedge Fund Activity: Q3 2024 in Review

411 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2024, worth a combined $6.86B — up 8.3% from $6.33B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new HR positions and 41 closed out — a net gain of 20 holders — while 139 added to existing stakes and 146 trimmed.

The largest buyer was Bank of America, adding an estimated $150M. The largest seller was Principal Financial Group, cutting an estimated $185M.

  • 411 institutional investors held Healthcare Realty (HR) as of Q3 2024, up from 393 in Q2 2024.
  • Funds reported $6.86B of Healthcare Realty stock for Q3 2024, up 8.3% quarter-over-quarter.
  • 61 funds opened new Healthcare Realty positions in Q3 2024 and 41 closed out, a net change of +20 holders.
  • The largest Healthcare Realty buyer in Q3 2024 was Bank of America, an estimated $150M added.
  • The largest Healthcare Realty seller in Q3 2024 was Principal Financial Group, an estimated $185M sold.

Based on aggregated 13F filings for Q3 2024.