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Healthpeak Properties

561 hedge funds and large institutions have $15.4B invested in Healthpeak Properties in 2013 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 202 increasing their positions, 221 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 66

10% more call options, than puts

Call options by funds: $33.3M | Put options by funds: $30.2M

2% more funds holding

Funds holding: 551561 (+10)

9% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 221

11% less capital invested

Capital invested by funds: $17.2B → $15.4B (-$1.81B)

37% less funds holding in top 10

Funds holding in top 10: 1912 (-7)

1,551.74% less ownership

Funds ownership: 3,841.57%2,289.83% (-1,552%)

Holders
561
Holders Change
+10
Holders Change %
+1.81%
% of All Funds
16.28%
Holding in Top 10
12
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-36.84%
% of All Funds
0.35%
New
78
Increased
202
Reduced
221
Closed
66
Calls
$33.3M
Puts
$30.2M
Net Calls
+$3.06M
Net Calls Change
-$24.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.97B +$29M +812,817 +1%
State Street
2
State Street
Massachusetts
$1.07B +$97.4M +2,732,161 +9%
Capital Research Global Investors
3
Capital Research Global Investors
California
$755M +$98M +2,748,843 +14%
BIT
4
BlackRock Institutional Trust
California
$627M +$17.9M +501,251 +3%
Morgan Stanley
5
Morgan Stanley
New York
$565M +$17.4M +486,797 +3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$509M -$15.6M -438,497 -3%
Cohen & Steers
7
Cohen & Steers
New York
$491M +$123M +3,451,027 +30%
BFA
8
BlackRock Fund Advisors
California
$447M -$40.4M -1,132,925 -8%
JP Morgan Chase
9
JP Morgan Chase
New York
$436M -$72M -2,020,249 -13%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$384M +$35.5M +996,632 +9%
LIMS
11
Lasalle Investment Management Securities
Maryland
$340M +$19.8M +556,216 +6%
Northern Trust
12
Northern Trust
Illinois
$293M +$5.64M +158,280 +2%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$257M -$9.82M -275,488 -3%
DCMA
14
Daiwa Capital Markets America
New York
$257M +$277M +7,775,349 New
Invesco
15
Invesco
Georgia
$217M -$93.1M -2,611,304 -28%
Capital World Investors
16
Capital World Investors
California
$209M
BG
17
BlackRock Group
United Kingdom
$200M +$300K +8,413 +0.1%
SAMC
18
Shinko Asset Management Company
Japan
$195M +$14.4M +403,322 +7%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$188M +$9.17M +257,223 +5%
PI
20
PGGM Investments
Netherlands
$172M
Goldman Sachs
21
Goldman Sachs
New York
$164M +$10M +280,772 +6%
ACM
22
AEW Capital Management
Massachusetts
$153M +$5.8M +162,724 +4%
Deutsche Bank
23
Deutsche Bank
Germany
$143M -$29.5M -827,697 -16%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$138M +$3.65M +102,412 +3%
SCRM
25
Security Capital Research & Management
Illinois
$133M -$20.9M -586,914 -13%

DOC Hedge Fund Activity: Q4 2013 in Review

561 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2013, worth a combined $15.4B — down 11% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new DOC positions and 66 closed out — a net gain of 12 holders — while 202 added to existing stakes and 221 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $123M. The largest seller was Neuberger Berman Group, cutting an estimated $117M.

  • 561 institutional investors held Healthpeak Properties (DOC) as of Q4 2013, up from 551 in Q3 2013.
  • Funds reported $15.4B of Healthpeak Properties stock for Q4 2013, down 11% quarter-over-quarter.
  • 78 funds opened new Healthpeak Properties positions in Q4 2013 and 66 closed out, a net change of +12 holders.
  • The largest Healthpeak Properties buyer in Q4 2013 was Cohen & Steers, an estimated $123M added.
  • The largest Healthpeak Properties seller in Q4 2013 was Neuberger Berman Group, an estimated $117M sold.

Based on aggregated 13F filings for Q4 2013.