We are live on ! Find out more
DOC icon

Healthpeak Properties

576 hedge funds and large institutions have $11.3B invested in Healthpeak Properties in 2018 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 203 increasing their positions, 221 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $10M

28% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 40

4.29% more ownership

Funds ownership: 230.69%234.99% (+4.3%)

1% more funds holding

Funds holding: 570576 (+6)

4% more capital invested

Capital invested by funds: $10.8B → $11.3B (+$442M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less repeat investments, than reductions

Existing positions increased: 203 | Existing positions reduced: 221

Holders
576
Holders Change
+6
Holders Change %
+1.05%
% of All Funds
13.17%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
51
Increased
203
Reduced
221
Closed
40
Calls
$15.3M
Puts
$10M
Net Calls
+$5.3M
Net Calls Change
-$756K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
551
Baldwin Wealth Partners
Massachusetts
$3K
GAM
552
Gemmer Asset Management
California
$3K
LFA
553
Legacy Financial Advisors
Kentucky
$3K
VFA
554
Valeo Financial Advisors
Indiana
$3K
JCM
555
Jacobi Capital Management
Pennsylvania
$3K +$26 +1 +1%
AIM
556
Advantage Investment Management
Iowa
$3K +$53 +2 +2%
CWA
557
Clarus Wealth Advisors
Arizona
$3K +$1.13K +43 +56%
RMAM
558
Raab & Moskowitz Asset Management
New Jersey
$3K +$3.37K +128 New
FM
559
Forward Management
California
$2K -$804K -30,600 -100%
MSA
560
Marino Stram & Associates
Massachusetts
$2K -$3.15K -120 -63%
IFAM
561
Institutional & Family Asset Management
Colorado
$2K
TPWA
562
TRUE Private Wealth Advisors
Oregon
$1.29K +$1.29K +49 New
AIS
563
Accurate Investment Solutions
Pennsylvania
$1K
EFSCE
564
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
HFM
565
Hartford Financial Management
Connecticut
$1K
MCM
566
Mainstay Capital Management
Michigan
$1K
OC
567
Oakworth Capital
Alabama
$1K
TCM
568
Tradewinds Capital Management
Washington
$1K
TFA
569
Transamerica Financial Advisors
Florida
$1K
AC
570
Avestar Capital
New York
$1K +$578 +22 +24%
RWA
571
River Wealth Advisors
Pennsylvania
$1K +$631 +24 +1,200%
FPB
572
First PREMIER Bank
South Dakota
$1K +$841 +32 New
SWA
573
Sutton Wealth Advisors
Florida
$658 -$10.2K -387 -94%
FRA
574
Front Row Advisors
California
$3 +$1.97K +75 +341%
Point72 Asset Management
575
Point72 Asset Management
Connecticut
-$13M -504,200 Closed