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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
Truist Financial
201
Truist Financial
North Carolina
$988K +$52.1K +1,561 +6%
CCIA
202
Campbell & Co Investment Adviser
Maryland
$954K +$327K +9,800 +52%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$933K -$30.4K -911 -3%
SI
204
Sapience Investments
California
$911K -$1.34K -40 -0.1%
SPC
205
Sigma Planning Corp
Michigan
$905K +$167 +5 +0%
AFP
206
Ausdal Financial Partners
Iowa
$893K +$2.3K +69 +0.3%
State of Wisconsin Investment Board
207
State of Wisconsin Investment Board
Wisconsin
$884K -$26.8K -802 -3%
RJFSA
208
Raymond James Financial Services Advisors
Florida
$858K -$231K -6,906 -21%
LMIM
209
Lockheed Martin Investment Management
Maryland
$853K +$853K +25,552 New
Walleye Trading
210
Walleye Trading
New York
$845K +$846K +25,321 New
AAM
211
Advisors Asset Management
Colorado
$839K -$54.4K -1,630 -6%
VIA
212
Vident Investment Advisory
Georgia
$838K +$12.9K +386 +2%
Federated Hermes
213
Federated Hermes
Pennsylvania
$829K -$534 -16 -0.1%
AAM
214
Abeille Asset Management
France
$827K +$827K +24,759 New
Allspring Global Investments
215
Allspring Global Investments
North Carolina
$789K +$790K +23,654 New
OTL
216
Oak Thistle LLC
New York
$754K +$755K +22,608 New
QOP
217
Quinn Opportunity Partners
Virginia
$735K +$735K +22,000 New
CG
218
Colony Group
Massachusetts
$733K
M&T Bank
219
M&T Bank
New York
$725K +$102K +3,065 +16%
DADC
220
D.A. Davidson & Co
Montana
$724K -$20.8K -622 -3%
FMN
221
Financial Management Network
California
$715K +$706K +21,146 New
NAM
222
Nissay Asset Management
Japan
$708K +$50.1K +1,501 +8%
BWP
223
Baldwin Wealth Partners
Massachusetts
$706K
NAM
224
Nexpoint Asset Management
Texas
$701K +$701K +21,000 New
SMDAM
225
Sumitomo Mitsui DS Asset Management
Japan
$697K +$53K +1,587 +8%

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.