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Healthpeak Properties

634 hedge funds and large institutions have $16.3B invested in Healthpeak Properties in 2015 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 238 increasing their positions, 260 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $66.6M | Put options by funds: $48.1M

25% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 51

6% more capital invested

Capital invested by funds: $15.3B → $16.3B (+$994M)

1% more funds holding

Funds holding: 628634 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1313 (0)

8% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 260

95.94% less ownership

Funds ownership: 634.33%538.39% (-96%)

Holders
634
Holders Change
+6
Holders Change %
+0.96%
% of All Funds
16.63%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
64
Increased
238
Reduced
260
Closed
51
Calls
$66.6M
Puts
$48.1M
Net Calls
+$18.4M
Net Calls Change
+$20.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.34B +$66.6M +1,991,370 +3%
State Street
2
State Street
Massachusetts
$1.4B -$16.1M -480,252 -1%
Invesco
3
Invesco
Georgia
$952M +$531M +15,873,651 +139%
Cohen & Steers
4
Cohen & Steers
New York
$872M +$338M +10,116,832 +68%
JP Morgan Chase
5
JP Morgan Chase
New York
$833M +$65.2M +1,948,822 +9%
BIT
6
BlackRock Institutional Trust
California
$688M +$10.4M +310,552 +2%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$589M -$78.6M -2,349,053 -12%
BFA
8
BlackRock Fund Advisors
California
$558M +$49.3M +1,472,347 +10%
Capital Research Global Investors
9
Capital Research Global Investors
California
$460M -$137M -4,092,246 -24%
SAMC
10
Shinko Asset Management Company
Japan
$434M +$214M +6,382,015 +105%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$362M +$135M +4,047,276 +64%
Deutsche Bank
12
Deutsche Bank
Germany
$298M -$132M -3,931,045 -31%
Northern Trust
13
Northern Trust
Illinois
$257M -$16.4M -490,702 -6%
BG
14
BlackRock Group
United Kingdom
$254M +$14M +417,425 +6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$234M -$65.8M -1,966,303 -23%
Federated Hermes
16
Federated Hermes
Pennsylvania
$231M -$56.6M -1,693,083 -20%
Wells Fargo
17
Wells Fargo
California
$229M -$8.47M -253,212 -4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$223M +$2.87M +85,918 +1%
Goldman Sachs
19
Goldman Sachs
New York
$188M +$27M +807,273 +18%
Morgan Stanley
20
Morgan Stanley
New York
$184M -$2.59M -77,521 -1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$172M +$2.4M +71,845 +1%
Norges Bank
22
Norges Bank
Norway
$150M +$3.52M +105,158 +3%
Bank of America
23
Bank of America
North Carolina
$137M -$2.15M -64,265 -2%
SCCM
24
Schafer Cullen Capital Management
New York
$120M -$10.5M -313,341 -8%
Legal & General Group
25
Legal & General Group
United Kingdom
$112M +$4.25M +126,911 +4%

DOC Hedge Fund Activity: Q4 2015 in Review

634 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Healthpeak Properties (DOC) for Q4 2015, worth a combined $16.3B — up 6.5% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new DOC positions and 51 closed out — a net gain of 13 holders — while 238 added to existing stakes and 260 trimmed.

The largest buyer was Invesco, adding an estimated $531M. The largest seller was Capital Research Global Investors, cutting an estimated $137M.

  • 634 institutional investors held Healthpeak Properties (DOC) as of Q4 2015, up from 628 in Q3 2015.
  • Funds reported $16.3B of Healthpeak Properties stock for Q4 2015, up 6.5% quarter-over-quarter.
  • 64 funds opened new Healthpeak Properties positions in Q4 2015 and 51 closed out, a net change of +13 holders.
  • The largest Healthpeak Properties buyer in Q4 2015 was Invesco, an estimated $531M added.
  • The largest Healthpeak Properties seller in Q4 2015 was Capital Research Global Investors, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2015.