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Healthcare Realty

417 hedge funds and large institutions have $6.36B invested in Healthcare Realty in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 146 increasing their positions, 154 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $2.56M | Put options by funds: $827K

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

1% more funds holding

Funds holding: 411417 (+6)

0.89% more ownership

Funds ownership: 104.49%105.38% (+0.89%)

5% less repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 154

7% less capital invested

Capital invested by funds: $6.86B → $6.36B (-$500M)

Holders
417
Holders Change
+6
Holders Change %
+1.46%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
62
Increased
146
Reduced
154
Closed
52
Calls
$2.56M
Puts
$827K
Net Calls
+$1.73M
Net Calls Change
-$4.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Teacher Retirement System of Texas
176
Teacher Retirement System of Texas
Texas
$1.11M +$1.15M +65,288 New
Bank of Montreal
177
Bank of Montreal
Ontario, Canada
$1.09M +$108K +6,137 +11%
Cerity Partners
178
Cerity Partners
New York
$1.02M -$350K -19,901 -26%
URS
179
Utah Retirement Systems
Utah
$993K -$70.3K -4,000 -6%
Mackenzie Financial
180
Mackenzie Financial
Ontario, Canada
$966K +$703K +39,969 +235%
CPRC
181
Consolidated Portfolio Review Corp
New York
$938K +$14.2K +808 +1%
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$907K +$166K +9,467 +21%
NAM
183
Nissay Asset Management
Japan
$862K -$20.9K -1,190 -2%
Commonwealth Equity Services
184
Commonwealth Equity Services
Massachusetts
$817K -$2.67K -152 -0.3%
HF
185
HRT Financial
New York
$813K -$4.68M -265,986 -85%
CA
186
Commerzbank Aktiengesellschaft
Germany
$784K +$308K +17,505 +59%
Schroder Investment Management Group
187
Schroder Investment Management Group
United Kingdom
$783K -$1.61M -91,282 -66%
OAM
188
Oppenheimer Asset Management
New York
$778K -$179K -10,170 -18%
GFA
189
Gallagher Fiduciary Advisors
Illinois
$768K +$78.9K +4,488 +11%
ARG
190
Advisory Resource Group
Oklahoma
$764K -$826 -47 -0.1%
LAM
191
LECAP Asset Management
United Kingdom
$762K -$779K -44,285 -50%
SC
192
Savant Capital
Illinois
$756K -$6.96K -396 -0.9%
M&T Bank
193
M&T Bank
New York
$749K +$46K +2,616 +6%
MCC
194
Money Concepts Capital
Florida
$745K +$46.5K +2,647 +6%
GCP
195
GSA Capital Partners
United Kingdom
$732K -$313K -17,821 -29%
VOYA Investment Management
196
VOYA Investment Management
Georgia
$728K -$115K -6,521 -13%
X
197
Xponance
Pennsylvania
$726K +$7.72K +439 +1%
Mercer Global Advisors
198
Mercer Global Advisors
Colorado
$722K +$388K +22,069 +108%
MGP
199
Metis Global Partners
California
$706K +$74.7K +4,249 +11%
Fidelity Investments
200
Fidelity Investments
Massachusetts
$689K -$181K -10,292 -20%

HR Hedge Fund Activity: Q4 2024 in Review

417 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q4 2024, worth a combined $6.36B — down 7.3% from $6.86B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new HR positions and 52 closed out — a net gain of 10 holders — while 146 added to existing stakes and 154 trimmed.

The largest buyer was Starboard Value, opening a new position worth an estimated $355M. The largest seller was Bank of America, cutting an estimated $218M.

  • 417 institutional investors held Healthcare Realty (HR) as of Q4 2024, up from 411 in Q3 2024.
  • Funds reported $6.36B of Healthcare Realty stock for Q4 2024, down 7.3% quarter-over-quarter.
  • 62 funds opened new Healthcare Realty positions in Q4 2024 and 52 closed out, a net change of +10 holders.
  • The largest Healthcare Realty buyer in Q4 2024 was Starboard Value, an estimated $355M added.
  • The largest Healthcare Realty seller in Q4 2024 was Bank of America, an estimated $218M sold.

Based on aggregated 13F filings for Q4 2024.