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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 %
LCM
351
Liberty Capital Management
Michigan
$858K +$2.52K +55 +0.3%
CBTWT
352
Community Bank & Trust (Waco, Texas)
Texas
$852K -$22.9K -500 -3%
CS
353
Comerica Securities
Michigan
$851K +$99.2K +2,167 +13%
LIA
354
LS Investment Advisors
Michigan
$847K -$28K -611 -3%
MYAM
355
Meiji Yasuda Asset Management
Japan
$842K -$804K -17,550 -49%
SSA
356
Schonfeld Strategic Advisors
New York
$826K +$826K +18,042 New
PAM
357
Panagora Asset Management
Massachusetts
$821K +$439K +9,589 +115%
ISL
358
Ingalls & Snyder LLC
New York
$820K
RFN
359
RDA Financial Network
Iowa
$809K +$19.7K +431 +2%
Lido Advisors
360
Lido Advisors
California
$809K +$48K +1,049 +6%
BBVA
361
Banco Bilbao Vizcaya Argentaria
Spain
$806K -$655K -14,320 -45%
BA
362
Bard Associates
Illinois
$799K -$3.2K -70 -0.4%
CIA
363
Cascade Investment Advisors
Oregon
$797K -$2.98K -65 -0.4%
Rafferty Asset Management
364
Rafferty Asset Management
New York
$793K -$2.78M -60,629 -78%
LSERS
365
Louisiana State Employees Retirement System
Louisiana
$792K -$91.6K -2,000 -10%
IC
366
Intersect Capital
California
$786K +$2.11K +46 +0.3%
SS
367
Simplicity Solutions
Minnesota
$782K +$49.9K +1,091 +7%
CNFG
368
Creegan & Nassoura Financial Group
New Hampshire
$765K -$7.88K -172 -1%
BCV
369
Banque Cantonale Vaudoise
Switzerland
$765K -$3.07K -67 -0.4%
KMWM
370
Keudell/Morrison Wealth Management
Oregon
$764K +$64.4K +1,407 +9%
MYLI
371
Meiji Yasuda Life Insurance
Japan
$757K -$72K -1,572 -9%
MAS
372
Madden Advisory Services
Florida
$757K -$1.83K -40 -0.2%
LWAC
373
Laurel Wealth Advisors (California)
California
$752K -$4.35K -95 -0.6%
SPIA
374
Steward Partners Investment Advisory
New York
$744K -$136K -2,975 -15%
Millennium Management
375
Millennium Management
New York
$739K -$399K -8,714 -35%