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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 %
IOOF
351
Independent Order of Foresters
Ontario, Canada
$1.27M +$265K +3,500 +26%
Creative Planning
352
Creative Planning
Kansas
$1.27M -$2.5K -33 -0.2%
PL
353
Perpetual Ltd
Australia
$1.26M -$186K -2,459 -13%
LNC
354
Lincoln National Corp
Pennsylvania
$1.25M -$1.21K -16 -0.1%
DPIM
355
Duff & Phelps Investment Management
Illinois
$1.24M -$477K -6,300 -28%
MCM
356
Maple Capital Management
Vermont
$1.24M -$3.48K -46 -0.3%
NIT
357
NumerixS Investment Technologies
British Columbia, Canada
$1.22M +$1.22M +16,100 New
EVM
358
Eaton Vance Management
Massachusetts
$1.2M +$40.7K +538 +4%
MYAM
359
Meiji Yasuda Asset Management
Japan
$1.19M -$136K -1,800 -10%
DnB Asset Management
360
DnB Asset Management
Norway
$1.18M +$182K +2,400 +18%
TMAM
361
Tokio Marine Asset Management
Japan
$1.18M -$281K -3,713 -19%
BHC
362
Bowen Hanes & Co
Florida
$1.13M
TU
363
TDAM USA
Ontario, Canada
$1.12M +$9.31K +123 +0.8%
CG
364
Clinton Group
New York
$1.12M +$1.12M +14,754 New
BO
365
BRR OpCo
Ohio
$1.11M +$530 +7 +0%
ICAS
366
Investors Capital Advisory Services
Massachusetts
$1.11M -$69.2K -915 -6%
KT
367
Kanaly Trust
Texas
$1.11M +$17.1K +226 +2%
ECA
368
Endeavour Capital Advisors
Connecticut
$1.09M +$1.09M +14,415 New
CPS
369
Counsel Portfolio Services
Ontario, Canada
$1.09M -$106K -1,400 -9%
WPP
370
Whalerock Point Partners
Rhode Island
$1.06M -$45.4K -600 -4%
QSS
371
Quantitative Systematic Strategies
Florida
$1.05M +$1.05M +13,622 New
Jones Financial Companies
372
Jones Financial Companies
Missouri
$1.04M -$26K -343 -2%
Toronto Dominion Bank
373
Toronto Dominion Bank
Ontario, Canada
$1.02M +$557K +7,366 +120%
AIM
374
abrdn Investment Management
United Kingdom
$1.02M -$8.25K -109 -0.8%
MIAN
375
Mariner Independent Advisor Network
Kansas
$1.01M +$350K +4,620 +53%