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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 %
Two Sigma Investments
326
Two Sigma Investments
New York
$1.63M +$1.63M +21,587 New
SCM
327
Schnieders Capital Management
California
$1.63M +$163K +2,150 +11%
GHA
328
Garcia Hamilton & Associates
Texas
$1.6M -$3.05M -40,265 -66%
CBOA
329
Commonwealth Bank of Australia
Australia
$1.59M -$402K -5,313 -20%
VKH
330
Virtu KCG Holdings
New York
$1.56M -$228K -3,009 -13%
JG
331
Jefferies Group
New York
$1.55M +$1.55M +20,516 New
LCM
332
Liberty Capital Management
Michigan
$1.55M
Northwestern Mutual Wealth Management
333
Northwestern Mutual Wealth Management
Wisconsin
$1.51M +$67.1K +886 +5%
Allianz Asset Management
334
Allianz Asset Management
Germany
$1.5M +$295K +3,898 +25%
WTC
335
WhitTier Trust Company
Nevada
$1.48M -$18.9K -250 -1%
WC
336
Whitney & Co
New York
$1.45M
CB
337
Commerce Bank
Missouri
$1.44M -$27.9K -368 -2%
AWS
338
Aris Wealth Services
Pennsylvania
$1.43M -$4.92K -65 -0.3%
FNBOO
339
First National Bank of Omaha
Nebraska
$1.41M -$12.8K -169 -0.9%
LOAMS
340
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.39M -$447K -5,877 -24%
ISL
341
Ingalls & Snyder LLC
New York
$1.39M -$605 -8 -0%
TCM
342
Telos Capital Management
California
$1.38M +$15.5K +205 +1%
CSS
343
Cubist Systematic Strategies
Connecticut
$1.36M -$89.8K -1,187 -6%
FAAS
344
First Allied Advisory Services
California
$1.34M -$85.9K -1,131 -6%
TYCC
345
Texas Yale Capital Corp
Florida
$1.33M -$3.78K -50 -0.3%
DCM
346
Dupont Capital Management
Delaware
$1.32M -$98.4K -1,300 -7%
SOAMC
347
Spirit of America Management Corp
New York
$1.31M -$1.29M -17,000 -50%
CWM
348
Concert Wealth Management
California
$1.28M +$1.28M +17,039 New
RMCM
349
Reynders McVeigh Capital Management
Massachusetts
$1.28M +$15.1K +200 +1%
CCM
350
Cadence Capital Management
Massachusetts
$1.27M +$573K +7,571 +82%