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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 %
ICAS
326
Investors Capital Advisory Services
Massachusetts
$908K +$42.3K +679 +5%
RMCM
327
Reynders McVeigh Capital Management
Massachusetts
$906K +$168K +2,700 +23%
Jones Financial Companies
328
Jones Financial Companies
Missouri
$900K +$82.7K +1,326 +10%
Citadel Advisors
329
Citadel Advisors
Florida
$891K -$85.8M -1,376,953 -99%
BO
330
BRR OpCo
Ohio
$891K +$14.7K +235 +2%
EWM
331
Elite Wealth Management
Washington
$858K +$846K +13,562 +6,781%
FNBOO
332
First National Bank of Omaha
Nebraska
$849K +$333K +5,330 +64%
CTA
333
Chesley Taft & Associates
Illinois
$844K +$3.43K +55 +0.4%
AAF
334
Andra AP-fonden
Sweden
$842K +$312K +5,000 +59%
Northwestern Mutual Wealth Management
335
Northwestern Mutual Wealth Management
Wisconsin
$838K +$190K +3,052 +29%
WT
336
Whittier Trust
California
$835K -$79.6K -1,276 -9%
Creative Planning
337
Creative Planning
Kansas
$834K +$171K +2,746 +26%
ACP
338
Ashfield Capital Partners
California
$823K +$315K +5,047 +62%
ISL
339
Ingalls & Snyder LLC
New York
$814K
MBT
340
Monroe Bank & Trust
Michigan
$805K -$685K -10,985 -46%
WC
341
Whitney & Co
New York
$802K -$31.2K -500 -4%
ST
342
Spot Trading
Illinois
$794K +$794K +12,731 New
PWW
343
Pettyjohn Wood & White
Virginia
$786K -$4.68K -75 -0.6%
B
344
Baird
Wisconsin
$782K +$329K +5,276 +73%
TCM
345
Telos Capital Management
California
$781K -$1.38M -20,584 Closed
CTA
346
Colonial Trust Advisors
South Carolina
$766K +$9.36K +150 +1%
KCMRT
347
Kemper Corp Master Retirement Trust
Illinois
$741K -$44.9K -720 -6%
SCM
348
Stux Capital Management
New York
$736K -$87.3K -1,400 -11%
MCM
349
Maple Capital Management
Vermont
$715K -$3.12K -50 -0.4%
VAM
350
Visionary Asset Management
Texas
$702K +$702K +10,941 New