DOC icon

Healthpeak Properties
DOC

Overview Fund Activity

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.

Holders
572
Holders Change
+11
Holders Change %
+1.96%
% of All Funds
16.53%
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

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$939M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$154M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.17B
4
Millennium Management
4
Millennium Management
New York
$68.8M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$589M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$165M
2
Cohen & Steers
2
Cohen & Steers
New York
$265M
3
Morgan Stanley
3
Morgan Stanley
New York
$450M
4
PIM
4
Perkins Investment Management
Illinois
$0
5
Daiwa Securities Group
5
Daiwa Securities Group
Japan
$214M
Name Market Value Shares Shares
Change 		Shares
Change %
TFO
526
Tarbox Family Office
California
$50K 1,292 – –
W
527
Wealthfront
California
$47K 1,216 +1,216 New
GXMC
528
Global X Management Company
New York
$45K 1,150 -381 -25%
CFA
529
CT Financial Advisors
Pennsylvania
$43.2K 1,000 +1,000 New
JFA
530
JNBA Financial Advisors
Minnesota
$43K 1,104 – –
SCG
531
Strategic Capital Group
Washington
$42K 1,076 +1,076 New
ST
532
SpiderRock Trading
Illinois
– – – –
PCM
533
Prelude Capital Management
New York
$35K 900 +900 New
CA
534
CapWealth Advisors
Tennessee
$33K 850 – –
PTC
535
Private Trust Company
Ohio
$32K 833 +169 +25%
HDIM
536
Hanson & Doremus Investment Management
Vermont
$31K 800 – –
FMII
537
Farmers & Merchants Investments Inc
Nebraska
$31K 810 – –
RFA
538
Reilly Financial Advisors
California
$30K 784 +467 +147%
PMFA
539
Plante Moran Financial Advisors
Michigan
$29K 741 -3,167 -81%
PG
540
PEAK6 Group
Illinois
$24K 619 -68,671 -99%
MCM
541
Manchester Capital Management
Vermont
$24K 609 -598 -50%
CFA
542
Carroll Financial Associates
North Carolina
$24K 616 +616 New
Manulife (Manufacturers Life Insurance)
543
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.9K 589,771 +10,136 +2%
GT
544
Glenmede Trust
Pennsylvania
$19K 500 -528 -51%
CAL
545
Capital Analysts LLC
Pennsylvania
$18.9K 486 +3 +0.6%
AAC
546
Asset Advisors Corp
Georgia
$16K 400 -1,800 -82%
TF
547
Tompkins Financial
New York
$16K 400 – –
TF
548
Trutina Financial
Washington
$16K 400 +400 New
SC
549
Saturna Capital
Washington
$15K 381 – –
CCM
550
Carderock Capital Management
Maryland
$12K 300 +300 New
20 21
22
23 24