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Welltower
WELL

Overview Fund Activity

513 hedge funds and large institutions have $17.1B invested in Welltower in 2013 Q2 according to their latest regulatory filings, with 513 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
513
Holders Change
+513
Holders Change %
–
% of All Funds
16.75%
Holding in Top 10
24
Holding in Top 10 Change
+24
Holding in Top 10 Change %
%
% of All Funds
0.78%
New
513
Increased
–
Reduced
–
Closed
–
Calls
$39.8M
Puts
$37.3M
Net Calls
+$2.54M
Net Calls Change
+$2.54M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
AWS
326
Aris Wealth Services
Pennsylvania
$943K +$943K +14,068 New
BO
327
BRR OpCo
Ohio
$942K +$942K +14,046 New
ICAS
328
Investors Capital Advisory Services
Massachusetts
$930K +$930K +13,880 New
LMGAM
329
Liberty Mutual Group Asset Management
Massachusetts
$912K +$912K +13,589 New
CTA
330
Chesley Taft & Associates
Illinois
$903K +$903K +13,470 New
FAAS
331
First Allied Advisory Services
California
$895K +$895K +13,258 New
WC
332
Whitney & Co
New York
$895K +$895K +13,350 New
OFG
333
OTA Financial Group
New York
$889K +$889K +13,277 New
SCM
334
Stux Capital Management
New York
$885K +$885K +13,200 New
Jones Financial Companies
335
Jones Financial Companies
Missouri
$878K +$878K +13,106 New
ISL
336
Ingalls & Snyder LLC
New York
$875K +$875K +13,054 New
PWW
337
Pettyjohn Wood & White
Virginia
$850K +$850K +12,675 New
KCMRT
338
Kemper Corp Master Retirement Trust
Illinois
$845K +$845K +12,600 New
CCM
339
Carderock Capital Management
Maryland
$833K +$833K +12,425 New
CTA
340
Colonial Trust Advisors
South Carolina
$813K +$813K +12,125 New
HFS
341
HL Financial Services
Kentucky
$808K +$808K +12,060 New
Janney Montgomery Scott
342
Janney Montgomery Scott
Pennsylvania
$803K +$803K +11,986 New
RMCM
343
Reynders McVeigh Capital Management
Massachusetts
$793K +$793K +11,825 New
Rafferty Asset Management
344
Rafferty Asset Management
New York
$788K +$788K +11,755 New
AAM
345
Aston Asset Management
Illinois
$774K +$774K +11,550 New
MCM
346
Maple Capital Management
Vermont
$771K +$771K +11,509 New
WAM
347
Wolverine Asset Management
Illinois
$741K +$741K +11,066 New
OCG
348
Opus Capital Group
Ohio
$724K +$724K +10,810 New
RFC
349
Regions Financial Corp
Alabama
$714K +$714K +10,651 New
Creative Planning
350
Creative Planning
Kansas
$712K +$712K +10,627 New
12 13
14
15 16