We are live on ! Find out more
HR icon

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
Commonwealth Equity Services
201
Commonwealth Equity Services
Massachusetts
$877K -$344K -19,392 -29%
YIH
202
Y-Intercept (HK)
Hong Kong
$849K +$829K +46,752 New
ARG
203
Advisory Resource Group
Oklahoma
$819K -$20.5K -1,154 -2%
SC
204
Savant Capital
Illinois
$816K +$9.71K +548 +1%
Wealth Enhancement Advisory Services
205
Wealth Enhancement Advisory Services
Minnesota
$799K +$43.4K +2,446 +6%
XT
206
XTX Topco
Cayman Islands
$788K +$770K +43,424 New
X
207
Xponance
Pennsylvania
$770K -$15.8K -894 -2%
M&T Bank
208
M&T Bank
New York
$755K -$63.6K -3,586 -8%
MCC
209
Money Concepts Capital
Florida
$750K +$36.2K +2,040 +5%
GFA
210
Gallagher Fiduciary Advisors
Illinois
$741K -$161K -9,058 -18%
CYG
211
Clean Yield Group
Vermont
$729K -$943K -53,183 -57%
SG Americas Securities
212
SG Americas Securities
New York
$728K -$662K -37,327 -48%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$703K
Baillie Gifford & Co
214
Baillie Gifford & Co
United Kingdom
$698K
Two Sigma Investments
215
Two Sigma Investments
New York
$687K +$671K +37,830 New
MGP
216
Metis Global Partners
California
$678K +$132K +7,472 +25%
Neuberger Berman Group
217
Neuberger Berman Group
New York
$672K +$52.4K +2,958 +9%
HCM
218
Hodges Capital Management
Texas
$635K +$52K +2,935 +9%
Natixis Advisors
219
Natixis Advisors
Massachusetts
$618K +$6.06K +342 +1%
HEIP
220
Hudson Edge Investment Partners
New Jersey
$582K +$73.9K +4,167 +15%
AAS
221
Avantax Advisory Services
Texas
$574K -$290K -16,371 -34%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$573K +$120K +6,747 +27%
TRCT
223
Tower Research Capital (TRC)
New York
$569K +$199K +11,235 +56%
LTAS
224
Linden Thomas Advisory Services
North Carolina
$564K -$3.03K -171 -0.5%
PAG
225
Private Advisor Group
New Jersey
$551K +$18.8K +1,062 +4%

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.