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Healthcare Realty

393 hedge funds and large institutions have $7.83B invested in Healthcare Realty in 2022 Q3 according to their latest regulatory filings, with 123 funds opening new positions, 163 increasing their positions, 70 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 70

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

30% more capital invested

Capital invested by funds: $6.03B → $7.83B (+$1.8B)

14% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 108

3% more funds holding

Funds holding: 382393 (+11)

43.58% less ownership

Funds ownership: 142.57%98.99% (-44%)

53% less call options, than puts

Call options by funds: $12.2M | Put options by funds: $25.7M

Holders
393
Holders Change
+11
Holders Change %
+2.88%
% of All Funds
6.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
123
Increased
163
Reduced
70
Closed
108
Calls
$12.2M
Puts
$25.7M
Net Calls
-$13.5M
Net Calls Change
-$55.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
201
Oppenheimer Asset Management
New York
$954K +$507K +19,966 +77%
CWA
202
Canvas Wealth Advisors
Kansas
$924K +$1.19M +46,860 New
X
203
Xponance
Pennsylvania
$918K +$1.12M +44,038 New
AWM
204
AE Wealth Management
Kansas
$904K -$73.1K -2,877 -6%
KeyBank National Association
205
KeyBank National Association
Ohio
$872K +$1.06M +41,820 New
Wolverine Trading
206
Wolverine Trading
Illinois
$841K +$738K +29,055 +246%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$837K +$1.02M +40,166 New
PS
208
Pensionfund Sabic
Netherlands
$836K +$523K +20,582 +106%
LFG
209
Larson Financial Group
Missouri
$834K +$1M +39,440 +6,871%
Stifel Financial
210
Stifel Financial
Missouri
$821K +$615K +24,190 +159%
BFS
211
Bickling Financial Services
Massachusetts
$783K -$57K -2,241 -6%
BCIM
212
British Columbia Investment Management
British Columbia, Canada
$778K +$948K +37,317 New
USAA
213
United Services Automobile Association
Texas
$777K +$948K +37,284 New
N
214
Natixis
France
$763K -$12.2M -480,700 -93%
JWCA
215
J.W. Cole Advisors
Florida
$725K +$12.1K +477 +1%
SAM
216
Securian Asset Management
Minnesota
$722K +$881K +34,651 New
RJFSA
217
Raymond James Financial Services Advisors
Florida
$714K +$117K +4,596 +16%
PAG
218
Private Advisor Group
New Jersey
$688K -$48.9K -1,925 -6%
Lido Advisors
219
Lido Advisors
California
$679K -$5.44K -214 -0.7%
US Bancorp
220
US Bancorp
Minnesota
$675K +$601K +23,639 +272%
IMRF
221
Illinois Municipal Retirement Fund
Illinois
$673K
PNC Financial Services Group
222
PNC Financial Services Group
Pennsylvania
$667K +$618K +24,301 +315%
AIP
223
Ahrens Investment Partners
Louisiana
$655K -$70.1K -2,758 -8%
AAM
224
Abeille Asset Management
France
$653K
GFPC
225
Global Financial Private Client
Florida
$646K -$8.39K -330 -1%

HR Hedge Fund Activity: Q3 2022 in Review

393 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q3 2022, worth a combined $7.83B — up 30% from $6.03B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new HR positions and 108 closed out — a net gain of 15 holders — while 163 added to existing stakes and 70 trimmed.

The largest buyer was BlackRock, adding an estimated $716M. The largest seller was American Century Companies, cutting an estimated $84.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q3 2022, up from 382 in Q2 2022.
  • Funds reported $7.83B of Healthcare Realty stock for Q3 2022, up 30% quarter-over-quarter.
  • 123 funds opened new Healthcare Realty positions in Q3 2022 and 108 closed out, a net change of +15 holders.
  • The largest Healthcare Realty buyer in Q3 2022 was BlackRock, an estimated $716M added.
  • The largest Healthcare Realty seller in Q3 2022 was American Century Companies, an estimated $84.3M sold.

Based on aggregated 13F filings for Q3 2022.