Healthcare Realty
420 hedge funds and large institutions have $7.66B invested in Healthcare Realty in 2023 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 157 increasing their positions, 136 reducing their positions, and 42 closing their positions.
61% more call options, than puts
Call options by funds: $1.7M | Put options by funds: $1.05M
31% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 42
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
15% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 136
3.87% more ownership
Funds ownership: 100.21% → 104.08% (+3.9%)
4% more capital invested
Capital invested by funds: $7.35B → $7.66B (+$303M)
0% more funds holding
Funds holding: 419 → 420 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$169M |
| 2 |
RIM
Rush Island Management
New York
|
+$99.5M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$57.9M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$49M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$41.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$96.6M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$78.7M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$70.2M |
| 4 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$37.7M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$26.7M |
HR Hedge Fund Activity: Q1 2023 in Review
420 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Healthcare Realty (HR) for Q1 2023, worth a combined $7.66B — up 4.1% from $7.35B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new HR positions and 42 closed out — a net gain of 13 holders — while 157 added to existing stakes and 136 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $169M. The largest seller was JP Morgan Chase, cutting an estimated $96.6M.
- 420 institutional investors held Healthcare Realty (HR) as of Q1 2023, up from 419 in Q4 2022.
- Funds reported $7.66B of Healthcare Realty stock for Q1 2023, up 4.1% quarter-over-quarter.
- 55 funds opened new Healthcare Realty positions in Q1 2023 and 42 closed out, a net change of +13 holders.
- The largest Healthcare Realty buyer in Q1 2023 was Cohen & Steers, an estimated $169M added.
- The largest Healthcare Realty seller in Q1 2023 was JP Morgan Chase, an estimated $96.6M sold.
Based on aggregated 13F filings for Q1 2023.