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Healthpeak Properties

561 hedge funds and large institutions have $15.4B invested in Healthpeak Properties in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 202 increasing their positions, 221 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

10% more call options, than puts

Call options by funds: $33.3M | Put options by funds: $30.2M

2% more funds holding

Funds holding: 551561 (+10)

9% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 221

11% less capital invested

Capital invested by funds: $17.2B → $15.4B (-$1.81B)

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

1,551.74% less ownership

Funds ownership: 3,841.57%2,289.83% (-1,552%)

Holders
561
Holders Change
+10
Holders Change %
+1.81%
% of All Funds
16.28%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.35%
New
78
Increased
202
Reduced
221
Closed
66
Calls
$33.3M
Puts
$30.2M
Net Calls
+$3.06M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
476
Wilmington Savings Fund Society
Delaware
$218K -$29K -813 -11%
PWM
477
ParenteBeard Wealth Management
Pennsylvania
$215K +$232K +6,497 New
GVT
478
Genesee Valley Trust
New York
$213K +$1.96K +55 +0.9%
EIM
479
Emerson Investment Management
Massachusetts
$212K
NRS
480
Neville Rodie & Shaw
New York
$211K
CFB
481
Cullen/Frost Bankers
Texas
$205K
CFS
482
Community Financial System
New York
$202K
M
483
MOTCO
Texas
$175K
WEC
484
Winslow Evans & Crocker
Massachusetts
$172K +$186K +5,209 New
Envestnet Asset Management
485
Envestnet Asset Management
Illinois
$170K +$48.2K +1,351 +36%
ICM
486
IMS Capital Management
Oregon
$165K +$178K +4,988 New
M&T Bank
487
M&T Bank
New York
$160K +$39.2K +1,098 +30%
FNBT
488
FineMark National Bank & Trust
Florida
$156K +$1.57K +44 +0.9%
WRM
489
Westport Resources Management
Connecticut
$153K -$43.4K -1,217 -21%
ECM
490
Endex Capital Management
Kansas
$153K
MCM
491
McKinley Capital Management
Alaska
$149K -$21.1K -593 -12%
OMCS
492
Old Mutual Customised Solutions
South Africa
$149K
BEAM
493
Baker Ellis Asset Management
Washington
$143K
PMFA
494
Plante Moran Financial Advisors
Michigan
$142K +$65.3K +1,830 +74%
GIS
495
Guardian Investor Services
New York
$132K
FBT
496
Founders Bank & Trust
Michigan
$126K +$103K +2,897 +422%
CCS
497
Crosspoint Capital Strategies
California
$122K +$121K +3,404 New
WTC
498
WhitTier Trust Company
Nevada
$116K -$35.2K -988 -22%
DekaBank Deutsche Girozentrale
499
DekaBank Deutsche Girozentrale
Germany
$111K -$72.5K -2,032 -38%
MFS
500
MSI Financial Services
Massachusetts
$111K +$120K +3,353 New

DOC Hedge Fund Activity: Q4 2013 in Review

561 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2013, worth a combined $15.4B — down 11% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new DOC positions and 66 closed out — a net gain of 12 holders — while 202 added to existing stakes and 221 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $123M. The largest seller was Neuberger Berman Group, cutting an estimated $117M.

  • 561 institutional investors held Healthpeak Properties (DOC) as of Q4 2013, up from 551 in Q3 2013.
  • Funds reported $15.4B of Healthpeak Properties stock for Q4 2013, down 11% quarter-over-quarter.
  • 78 funds opened new Healthpeak Properties positions in Q4 2013 and 66 closed out, a net change of +12 holders.
  • The largest Healthpeak Properties buyer in Q4 2013 was Cohen & Steers, an estimated $123M added.
  • The largest Healthpeak Properties seller in Q4 2013 was Neuberger Berman Group, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2013.