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Healthcare Realty

393 hedge funds and large institutions have $6.33B invested in Healthcare Realty in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 134 increasing their positions, 148 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $35M | Put options by funds: $8.26M

16% more capital invested

Capital invested by funds: $5.48B → $6.33B (+$854M)

0.07% more ownership

Funds ownership: 101.51%101.58% (+0.07%)

5% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 59

9% less repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 148

2% less funds holding

Funds holding: 403393 (-10)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
393
Holders Change
-10
Holders Change %
-2.48%
% of All Funds
5.68%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
56
Increased
134
Reduced
148
Closed
59
Calls
$35M
Puts
$8.26M
Net Calls
+$26.7M
Net Calls Change
-$14.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LP
201
LMR Partners
United Kingdom
$628K
Cerity Partners
202
Cerity Partners
New York
$619K -$287K -18,775 -33%
Neuberger Berman Group
203
Neuberger Berman Group
New York
$561K +$151K +9,850 +41%
JFG
204
Jefferies Financial Group
New York
$560K +$249K +16,306 +92%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$556K +$516K +33,716 New
HCM
206
Hodges Capital Management
Texas
$528K +$76.5K +5,000 +18%
USAA
207
United Services Automobile Association
Texas
$522K +$32.9K +2,150 +7%
PP
208
Paloma Partners
Connecticut
$519K +$482K +31,500 New
LTAS
209
Linden Thomas Advisory Services
North Carolina
$515K +$478K +31,244 New
SIC
210
Samalin Investment Counsel
New York
$513K +$56.7K +3,708 +14%
SAM
211
Securian Asset Management
Minnesota
$498K -$17.3K -1,130 -4%
MGP
212
Metis Global Partners
California
$493K +$70K +4,573 +18%
CA
213
Commerzbank Aktiengesellschaft
Germany
$489K
PAG
214
Private Advisor Group
New Jersey
$483K +$50.4K +3,291 +13%
Janney Montgomery Scott
215
Janney Montgomery Scott
Pennsylvania
$478K -$927K -60,614 -68%
MSRPS
216
Maryland State Retirement & Pension System
Maryland
$472K
DM
217
Deerfield Management
New York
$471K +$437K +28,566 New
HEIP
218
Hudson Edge Investment Partners
New Jersey
$460K -$64.9K -4,243 -13%
Envestnet Portfolio Solutions
219
Envestnet Portfolio Solutions
Illinois
$450K +$19.3K +1,261 +5%
RJFSA
220
Raymond James Financial Services Advisors
Florida
$446K -$51.3K -3,354 -11%
PFA
221
Peak Financial Advisors
Colorado
$426K +$17.7K +1,160 +5%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$419K -$720K -47,086 -65%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$418K -$3.92K -256 -1%
Truist Financial
224
Truist Financial
North Carolina
$417K -$220K -14,359 -36%
AAG
225
Armstrong Advisory Group
Massachusetts
$416K -$124K -8,112 -24%

HR Hedge Fund Activity: Q2 2024 in Review

393 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q2 2024, worth a combined $6.33B — up 16% from $5.48B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of HR and 56 opened new positions — a net loss of 3 holders — while 148 trimmed existing stakes and 134 added.

The largest buyer was Bank of America, adding an estimated $133M. The largest seller was Nuance Investments, cutting an estimated $62.3M.

  • 393 institutional investors held Healthcare Realty (HR) as of Q2 2024, down from 403 in Q1 2024.
  • Funds reported $6.33B of Healthcare Realty stock for Q2 2024, up 16% quarter-over-quarter.
  • 56 funds opened new Healthcare Realty positions in Q2 2024 and 59 closed out, a net change of -3 holders.
  • The largest Healthcare Realty buyer in Q2 2024 was Bank of America, an estimated $133M added.
  • The largest Healthcare Realty seller in Q2 2024 was Nuance Investments, an estimated $62.3M sold.

Based on aggregated 13F filings for Q2 2024.