WELL icon

Welltower

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NG
301
NatWest Group
United Kingdom
$1.22M +$1.22M +19,550 New
PCM
302
Palouse Capital Management
Washington
$1.21M +$71.7K +1,150 +6%
CCM
303
Cadence Capital Management
Massachusetts
$1.2M +$1.2M +19,289 New
BWP
304
Baldwin Wealth Partners
Massachusetts
$1.2M +$128K +2,054 +12%
ST
305
Spinnaker Trust
Maine
$1.2M -$3.28M -52,643 -73%
BA
306
BlackRock Advisors
Delaware
$1.19M -$10.4M -167,324 -90%
MAM
307
Martingale Asset Management
Massachusetts
$1.18M -$31.8K -510 -3%
CAM
308
Cypress Asset Management
Texas
$1.17M -$53K -850 -4%
FCAM
309
F&C Asset Management
United Kingdom
$1.15M +$29.1K +467 +3%
PL
310
Perpetual Ltd
Australia
$1.15M +$1.15M +18,357 New
EVM
311
Eaton Vance Management
Massachusetts
$1.13M -$49.9K -800 -4%
RCM
312
Riverhead Capital Management
Delaware
$1.12M -$7.05M -113,000 -86%
CP
313
Camelot Portfolios
Ohio
$1.11M +$49.6K +795 +5%
BA
314
Bridgewater Associates
Connecticut
$1.09M +$1.09M +17,486 New
LMGAM
315
Liberty Mutual Group Asset Management
Massachusetts
$1.08M +$233K +3,724 +27%
Axa
316
Axa
France
$1.08M -$10.1K -162 -0.9%
CA
317
Cetera Advisors
Colorado
$1.08M +$889K +14,221 +464%
IOOF
318
Independent Order of Foresters
Ontario, Canada
$1.08M +$68.6K +1,100 +7%
Zurich Cantonal Bank
319
Zurich Cantonal Bank
Switzerland
$1.01M +$50.4K +808 +5%
TYCC
320
Texas Yale Capital Corp
Florida
$1.01M +$312 +5 +0%
BC
321
BMI Capital
New York
$998K
SFT
322
Simmons First Trust
Arkansas
$965K +$936 +15 +0.1%
FAAS
323
First Allied Advisory Services
California
$954K +$132K +2,122 +16%
DADC
324
D.A. Davidson & Co
Montana
$944K +$14.9K +240 +2%
AWS
325
Aris Wealth Services
Pennsylvania
$912K +$34.2K +548 +4%