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Healthpeak Properties

572 hedge funds and large institutions have $16B invested in Healthpeak Properties in 2014 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 245 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 47

37% more call options, than puts

Call options by funds: $25.1M | Put options by funds: $18.3M

31% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 187

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

2% more funds holding

Funds holding: 561572 (+11)

4% more capital invested

Capital invested by funds: $15.4B → $16B (+$563M)

205.86% less ownership

Funds ownership: 2,289.83%2,083.97% (-206%)

Holders
572
Holders Change
+11
Holders Change %
+1.96%
% of All Funds
16.52%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.4%
New
65
Increased
245
Reduced
187
Closed
47
Calls
$25.1M
Puts
$18.3M
Net Calls
+$6.81M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
501
McKinley Capital Management
Alaska
$159K
BEAM
502
Baker Ellis Asset Management
Washington
$153K
GIS
503
Guardian Investor Services
New York
$137K -$4.66K -135 -3%
CCS
504
Crosspoint Capital Strategies
California
$120K
KPCM
505
Kings Point Capital Management
New York
$115K
HIM
506
Hillsdale Investment Management
Ontario, Canada
$112K +$110K +3,184 New
GLI
507
Guardian Life Insurance
New York
$100K
CTC
508
Central Trust Company
Missouri
$99K -$17.1K -495 -15%
SNT
509
Security National Trust
West Virginia
$97K
ECM
510
ETrade Capital Management
Virginia
$92K +$58.4K +1,691 +188%
TAM
511
Tocqueville Asset Management
New York
$86K
TFA
512
Transamerica Financial Advisors
Florida
$86K +$81.3K +2,354 +3,462%
FNBSF
513
First National Bank Sioux Falls
South Dakota
$78K
LNB
514
Ledyard National Bank
$78K
IMS
515
Index Management Solutions
Pennsylvania
$75K +$33.6K +972 +85%
AR
516
Advisory Research
Illinois
$69K +$67.4K +1,951 New
MMG
517
Monetary Management Group
Missouri
$66K
PR
518
Payden & Rygel
California
$66K
MSFP
519
Mark Sheptoff Financial Planning
Connecticut
$66K +$64.5K +1,867 New
ARMC
520
American Research & Management Company
Massachusetts
$65K
NSIM
521
North Star Investment Management
Illinois
$62K +$60.7K +1,757 New
RNS
522
Robert N. Shapiro
$61K -$3.28K -95 -5%
AWM
523
Avior Wealth Management
Nebraska
$58K +$56.9K +1,647 New
ST
524
Somerset Trust
Pennsylvania
$58K +$56.9K +1,647 New
WTB
525
Washington Trust Bank
Washington
$52K +$51.1K +1,479 New