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Healthpeak Properties

572 hedge funds and large institutions have $16B invested in Healthpeak Properties in 2014 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 245 increasing their positions, 187 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 47

37% more call options, than puts

Call options by funds: $25.1M | Put options by funds: $18.3M

31% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 187

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

2% more funds holding

Funds holding: 561572 (+11)

4% more capital invested

Capital invested by funds: $15.4B → $16B (+$563M)

205.86% less ownership

Funds ownership: 2,289.83%2,083.97% (-206%)

Holders
572
Holders Change
+11
Holders Change %
+1.96%
% of All Funds
16.52%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.4%
New
65
Increased
245
Reduced
187
Closed
47
Calls
$25.1M
Puts
$18.3M
Net Calls
+$6.81M
Net Calls Change
+$3.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.17B +$70.3M +2,035,467 +3%
State Street
2
State Street
Massachusetts
$1.18B +$29.7M +860,406 +3%
Capital Research Global Investors
3
Capital Research Global Investors
California
$939M +$130M +3,757,685 +16%
BIT
4
BlackRock Institutional Trust
California
$681M +$10.9M +316,900 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$589M +$44.8M +1,296,751 +8%
BFA
6
BlackRock Fund Advisors
California
$499M +$21.8M +630,588 +5%
Morgan Stanley
7
Morgan Stanley
New York
$450M -$150M -4,330,545 -25%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$442M +$31.1M +900,377 +8%
LIMS
9
Lasalle Investment Management Securities
Maryland
$373M +$9.45M +273,758 +3%
Northern Trust
10
Northern Trust
Illinois
$309M -$4.05M -117,177 -1%
Cohen & Steers
11
Cohen & Steers
New York
$265M -$253M -7,336,946 -49%
Invesco
12
Invesco
Georgia
$265M +$31.8M +920,072 +14%
SAMC
13
Shinko Asset Management Company
Japan
$234M +$25.7M +745,484 +13%
Capital World Investors
14
Capital World Investors
California
$224M
BG
15
BlackRock Group
United Kingdom
$214M +$709K +20,540 +0.3%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$214M -$59.6M -1,724,990 -22%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$211M +$10.1M +293,064 +5%
Deutsche Bank
18
Deutsche Bank
Germany
$188M +$34.8M +1,007,594 +23%
PI
19
PGGM Investments
Netherlands
$184M
ACM
20
AEW Capital Management
Massachusetts
$166M +$2.5M +72,358 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$165M -$293M -8,493,498 -64%
Wells Fargo
22
Wells Fargo
California
$164M +$28.2M +818,010 +21%
SCCM
23
Schafer Cullen Capital Management
New York
$155M +$23M +666,209 +18%
Federated Hermes
24
Federated Hermes
Pennsylvania
$154M +$98.8M +2,860,168 +191%
Goldman Sachs
25
Goldman Sachs
New York
$152M -$22.5M -652,424 -13%