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Healthpeak Properties

606 hedge funds and large institutions have $13.6B invested in Healthpeak Properties in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 240 increasing their positions, 208 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

50% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 38

46% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $27M

15% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 208

5.23% more ownership

Funds ownership: 271.81%277.04% (+5.2%)

2% more funds holding

Funds holding: 594606 (+12)

4% more capital invested

Capital invested by funds: $13.1B → $13.6B (+$527M)

Holders
606
Holders Change
+12
Holders Change %
+2.02%
% of All Funds
15.11%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
57
Increased
240
Reduced
208
Closed
38
Calls
$39.5M
Puts
$27M
Net Calls
+$12.5M
Net Calls Change
+$6.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
526
Avior Wealth Management
Nebraska
$48K
BAM
527
Bruderman Asset Management
New York
$48K +$47.7K +1,504 New
PA
528
Parallel Advisors
California
$46K +$12.4K +392 +37%
RFWA
529
RPg Family Wealth Advisory
Massachusetts
$41.2K
WAM
530
Wealthspire Advisors (Maryland)
Maryland
$40K +$9.7K +306 +33%
BFEC
531
Benjamin F. Edwards & Company
Missouri
$38K -$7.86K -248 -17%
BC
532
Barnett & Company
Tennessee
$36K
GLI
533
Guardian Life Insurance
New York
$34K -$23.6K -743 -41%
TSW
534
Thompson Siegel & Walmsley
Virginia
$33K -$39.1K -1,232 -55%
ARMC
535
American Research & Management Company
Massachusetts
$31K
FIB
536
First Interstate Bank
Montana
$31K
WIM
537
Westside Investment Management
California
$30.9K
IPC
538
Independent Portfolio Consultants
Florida
$30K -$14.9K -470 -34%
LYV
539
Live Your Vision
Pennsylvania
$29K +$158 +5 +0.5%
FHA
540
First Horizon Advisors
Tennessee
$28K -$5.93K -187 -17%
FMII
541
Farmers & Merchants Investments Inc
Nebraska
$26K
LCM
542
Liberty Capital Management
Michigan
$26K
WEC
543
Winslow Evans & Crocker
Massachusetts
$25.9K -$1.52K -48 -6%
FPFS
544
First Personal Financial Services
North Carolina
$23K -$5.39K -170 -19%
SFSIG
545
San Francisco Sentry Investment Group
California
$23K +$22.5K +710 New
WB
546
Webster Bank
Connecticut
$22K
MWM
547
Mascoma Wealth Management
New Hampshire
$22K +$22.2K +700 New
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.1K
CJA
549
C-J Advisory
California
$21K
DAM
550
Delta Asset Management
Tennessee
$21K