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Healthpeak Properties

594 hedge funds and large institutions have $13.1B invested in Healthpeak Properties in 2017 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 231 increasing their positions, 218 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

16% more call options, than puts

Call options by funds: $41.8M | Put options by funds: $36M

15% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 47

6% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 218

2% more capital invested

Capital invested by funds: $12.8B → $13.1B (+$287M)

1% less funds holding

Funds holding: 598594 (-4)

45.35% less ownership

Funds ownership: 317.16%271.81% (-45%)

Holders
594
Holders Change
-4
Holders Change %
-0.67%
% of All Funds
14.79%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.12%
New
54
Increased
231
Reduced
218
Closed
47
Calls
$41.8M
Puts
$36M
Net Calls
+$5.84M
Net Calls Change
+$32.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
526
Wealthspire Advisors (Maryland)
Maryland
$29K -$3.47K -113 -11%
RPG
527
Risk Paradigm Group
Texas
$28.2K
FPFS
528
First Personal Financial Services
North Carolina
$28K +$16.6K +540 +155%
WEC
529
Winslow Evans & Crocker
Massachusetts
$26.8K -$48K -1,564 -65%
LCM
530
Liberty Capital Management
Michigan
$26K
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$25K
CLOS
532
Compagnie Lombard Odier SCmA
Switzerland
$24K
CTC
533
Central Trust Company
Missouri
$22K -$86.3K -2,810 -80%
CJA
534
C-J Advisory
California
$21K -$583 -19 -3%
WB
535
Webster Bank
Connecticut
$21K
FDCDDQ
536
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.6K +$20.3K +660 New
DAM
537
Delta Asset Management
Tennessee
$20K
JWA
538
JFS Wealth Advisors
Pennsylvania
$18K
MSFP
539
Mark Sheptoff Financial Planning
Connecticut
$17K +$31 +1 +0.2%
FMA
540
FNY Managed Accounts
New York
$17K +$17.5K +570 New
MMG
541
Monetary Management Group
Missouri
$16K -$6.14K -200 -29%
CAL
542
Capital Advisors Ltd
Ohio
$16K
WP
543
WealthPLAN Partners
Nebraska
$14.3K +$14.1K +459 New
RFA
544
Reilly Financial Advisors
California
$14K
BIG
545
Bellwether Investment Group
Tennessee
$14K +$123 +4 +0.9%
GAM
546
Gemmer Asset Management
California
$14K +$9.73K +317 +266%
ACM
547
Armbruster Capital Management
New York
$13K -$6.14K -200 -33%
TF
548
Tompkins Financial
New York
$13K
SIC
549
Salem Investment Counselors
North Carolina
$12K -$13.8K -450 -53%
EDRH
550
Edmond de Rothschild Holding
Switzerland
$11K