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Welltower

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
EOJOAM
351
E. Ohman J:or Asset Management
Sweden
$1.63M +$107K +1,304 +7%
MNBTD
352
Moody National Bank Trust Division
Texas
$1.61M
LSERS
353
Louisiana State Employees Retirement System
Louisiana
$1.58M -$16.4K -200 -1%
SAM
354
Sompo Asset Management
Japan
$1.58M +$1.58M +19,300 New
SPIA
355
Steward Partners Investment Advisory
New York
$1.57M +$58.7K +718 +4%
CBTWT
356
Community Bank & Trust (Waco, Texas)
Texas
$1.56M -$25.1K -307 -2%
LIA
357
LS Investment Advisors
Michigan
$1.56M +$736K +8,994 +89%
LCM
358
Liberty Capital Management
Michigan
$1.53M +$8.26K +101 +0.5%
RFN
359
RDA Financial Network
Iowa
$1.49M +$10.3K +119 +0.7%
PAS
360
Park Avenue Securities
New York
$1.49M +$108K +1,321 +8%
MYLI
361
Meiji Yasuda Life Insurance
Japan
$1.48M -$363K -4,433 -20%
LOAMS
362
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.47M -$68.1K -833 -4%
ISL
363
Ingalls & Snyder LLC
New York
$1.47M -$82 -1 -0%
Walleye Trading
364
Walleye Trading
New York
$1.46M +$1.46M +17,820 New
BA
365
Bard Associates
Illinois
$1.43M -$37.3K -456 -3%
AWM
366
AE Wealth Management
Kansas
$1.43M +$266K +3,250 +23%
CAL
367
Capital Analysts LLC
Pennsylvania
$1.43M +$1.35M +16,559 +1,711%
CIA
368
Cascade Investment Advisors
Oregon
$1.43M -$442K -5,406 -24%
PA
369
Profund Advisors
Maryland
$1.42M -$906K -11,079 -39%
FBT
370
First Bank & Trust
South Dakota
$1.42M +$59K +722 +4%
BF
371
BOK Financial
Oklahoma
$1.41M +$154K +1,883 +12%
SFA
372
Semmax Financial Advisors
North Carolina
$1.41M +$1.41M +17,179 New
IC
373
Intersect Capital
California
$1.4M -$7.28K -89 -0.5%
V
374
Veritable
Delaware
$1.39M -$346K -4,233 -20%
CNFG
375
Creegan & Nassoura Financial Group
New Hampshire
$1.38M +$1.38M +16,880 New