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Healthpeak Properties

570 hedge funds and large institutions have $10.8B invested in Healthpeak Properties in 2018 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 195 increasing their positions, 220 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $16.5M | Put options by funds: $10.4M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

13% more capital invested

Capital invested by funds: $9.62B → $10.8B (+$1.23B)

2.81% more ownership

Funds ownership: 227.89%230.69% (+2.8%)

4% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 57

0% less funds holding

Funds holding: 571570 (-1)

11% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 220

Holders
570
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
13.05%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
59
Increased
195
Reduced
220
Closed
57
Calls
$16.5M
Puts
$10.4M
Net Calls
+$6.06M
Net Calls Change
+$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
526
RBC Europe
United Kingdom
$7.75K
FC
527
Ferris Capital
Massachusetts
$7K -$283 -12 -4%
KTC
528
Kistler-Tiffany Companies
Pennsylvania
$7K
CPA
529
Clear Perspective Advisors
Illinois
$6K
MIM
530
Macroview Investment Management
Maryland
$6K +$47 +2 +0.9%
LWA
531
Lenox Wealth Advisors
New York
$6K +$5.28K +224 New
WC
532
Whitney & Co
New York
$5K -$1.24M -52,575 -100%
BWL
533
Bogart Wealth LLC
Virginia
$5K
CHP
534
Cable Hill Partners
Oregon
$5K
EWM
535
Edge Wealth Management
New York
$5K
MSA
536
Marino Stram & Associates
Massachusetts
$5K
GWS
537
Glassman Wealth Services
Virginia
$5K +$2.52K +107 +132%
SFM
538
Signet Financial Management
New Jersey
$4K -$40.1K -1,700 -92%
IBOK
539
Independence Bank of Kentucky
Kentucky
$4K
SWMG
540
Signature Wealth Management Group
Georgia
$4K
GAM
541
Gemmer Asset Management
California
$3K -$16.5K -700 -85%
BWP
542
Baldwin Wealth Partners
Massachusetts
$3K
LFA
543
Legacy Financial Advisors
Kentucky
$3K
PRS
544
Pinkerton Retirement Specialists
Idaho
$3K
VFA
545
Valeo Financial Advisors
Indiana
$3K
AIM
546
Advantage Investment Management
Iowa
$3K +$24 +1 +0.9%
JCM
547
Jacobi Capital Management
Pennsylvania
$3K +$2.36K +100 New
MPWT
548
MassMutual Private Wealth & Trust
Connecticut
$2.5K +$2.29K +97 New
BBHC
549
Brown Brothers Harriman & Co
New York
$2K
CWA
550
Clarus Wealth Advisors
Arizona
$2K +$1.82K +77 New