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Welltower

632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
16.87%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
99
Increased
230
Reduced
219
Closed
29
Calls
$128M
Puts
$53.7M
Net Calls
+$74.2M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
BWFM
276
Bridgewater Wealth & Financial Management
Maryland
$2.39M +$2.39M +31,518 New
NAM
277
NTV Asset Management
West Virginia
$2.33M
FA
278
FMA Advisory
Pennsylvania
$2.31M +$9.69K +128 +0.4%
SBCM
279
Schwerin Boyle Capital Management
Massachusetts
$2.27M
BA
280
Bard Associates
Illinois
$2.24M -$1.86M
ANI
281
American National Insurance
Texas
$2.22M
RA
282
RMR Advisors
Massachusetts
$2.21M
GBA
283
Garrison Bradford & Associates
New York
$2.17M -$267K -3,528 -11%
DILH
284
Dai-ichi Life Holdings
Japan
$2.17M
LS
285
Livforsakringsbolaget Skandia
Sweden
$2.17M -$1.11M -14,600 -34%
CAM
286
Capstone Asset Management
Texas
$2.17M +$759K +10,030 +54%
BPC
287
Banque Pictet & Cie
Switzerland
$2.13M +$1.44M +18,972 +207%
SIA
288
Stancorp Investment Advisers
Oregon
$2.13M +$2.13M +28,080 New
ICOA
289
Investment Centers of America
North Dakota
$2.08M -$36.4K -483 -2%
UOC
290
UBS O'Connor
Illinois
$2.08M -$2.94M -38,896 -59%
OSNBOA
291
Old Second National Bank of Aurora
Illinois
$2.08M +$2.08M +27,473 New
CTA
292
Chesley Taft & Associates
Illinois
$2.06M +$20.8K +275 +1%
SI
293
SII Investments
Wisconsin
$2.06M +$10.2K +135 +0.5%
FAM
294
Fred Alger Management
New York
$2.04M
JWM
295
Jackson Wealth Management
Florida
$2.03M +$2.03M +26,848 New
IC
296
Intersect Capital
California
$2M +$2M +26,392 New
RJT
297
Raymond James Trust
Florida
$1.99M -$206K -2,719 -9%
EIA
298
Edgemoor Investment Advisors
Maryland
$1.97M
PCM
299
Palouse Capital Management
Washington
$1.96M +$7.27K +96 +0.4%
CFN
300
Cordasco Financial Network
Florida
$1.94M -$169K -2,235 -8%