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Welltower

749 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 300 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-110
Holders Change %
-12.81%
% of All Funds
16.55%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.13%
New
78
Increased
275
Reduced
300
Closed
178
Calls
$54.5M
Puts
$63.5M
Net Calls
-$9.05M
Net Calls Change
+$5.51M
Name Holding Trade Value Shares
Change
Shares
Change %
DLCIG
326
D.L. Carlson Investment Group
New Hampshire
$1.03M -$86.7K -1,895 -8%
ACM
327
AlphaCrest Capital Management
New York
$1.03M +$275K +6,013 +37%
SAM
328
Shell Asset Management
Netherlands
$1.02M -$64.1K -1,400 -6%
SCA
329
Snowden Capital Advisors
New York
$985K -$152K -3,330 -13%
FA
330
FDx Advisors
Illinois
$972K +$276K +6,030 +40%
NMIMC
331
Northwestern Mutual Investment Management Company
Wisconsin
$969K +$248K +5,412 +34%
WAM
332
World Asset Management
Michigan
$960K -$367K -8,014 -28%
MOS
333
MGO One Seven
Ohio
$960K -$51.9K -1,133 -5%
SFA
334
Semmax Financial Advisors
North Carolina
$958K +$172K +3,752 +22%
SDIC
335
South Dakota Investment Council
South Dakota
$953K -$1.28K -28 -0.1%
PI
336
PEAK6 Investments
Illinois
$945K +$945K +20,638 New
WDA
337
Wendell David Associates
New Hampshire
$944K
IAA
338
Independent Advisor Alliance
North Carolina
$941K +$209K +4,575 +29%
AWM
339
Aevitas Wealth Management
Massachusetts
$940K -$5.45K -119 -0.6%
BCB
340
Brian C. Broderick
$926K
NAM
341
NTV Asset Management
West Virginia
$925K +$2.47K +54 +0.3%
PS
342
Presima Securities
Quebec, Canada
$920K -$110K -2,400 -11%
FWIA
343
Fort Washington Investment Advisors
Ohio
$912K +$197K +4,300 +28%
FAM
344
Fred Alger Management
New York
$911K +$256K +5,596 +39%
CANY
345
Caxton Associates (New York)
New York
$911K +$911K +19,902 New
UCFA
346
United Capital Financial Advisors
Texas
$905K -$152K -3,327 -14%
MNBTD
347
Moody National Bank Trust Division
Texas
$899K
AC
348
Allstate Corporation
Illinois
$891K +$891K +19,471 New
AWM
349
AE Wealth Management
Kansas
$885K +$83K +1,814 +10%
FAAS
350
First Allied Advisory Services
California
$868K +$134K +2,926 +18%