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Welltower

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
376
Carnegie Investment Counsel
Ohio
$473K -$6.24K -100 -1%
DL
377
Delta Lloyd
Netherlands
$473K +$80.7K +1,294 +21%
CAN
378
Cetera Advisor Networks
California
$471K +$60.5K +971 +15%
CB
379
Chemical Bank
Michigan
$470K +$177K +2,835 +60%
CC
380
Curian Capital
Colorado
$465K +$13.8K +221 +3%
PAM
381
PartnerRe Asset Management
Connecticut
$456K -$56.1K -899 -11%
WA
382
WFG Advisors
Texas
$456K -$5.49K -88 -1%
DILH
383
Dai-ichi Life Holdings
Japan
$447K
WRM
384
Westport Resources Management
Connecticut
$445K +$95.3K +1,528 +27%
NAM
385
North American Management
Massachusetts
$435K -$22.3K -357 -5%
WT
386
Wilmington Trust
Delaware
$433K -$6.31K -101 -1%
KIG
387
Kessler Investment Group
Indiana
$428K +$350K +5,608 +447%
VFS
388
VSR Financial Services
Kansas
$426K -$4.61K -74 -1%
B
389
Barings
North Carolina
$421K +$68.6K +1,100 +19%
AI
390
Analytic Investors
California
$416K +$416K +6,667 New
WF
391
Welch & Forbes
Massachusetts
$411K -$21.4K -342 -5%
ANRIA
392
American National Registered Investment Advisor
Texas
$410K
VKH
393
Virtu KCG Holdings
New York
$405K +$405K +6,485 New
OWD
394
Osborn Williams & Donohoe
Ohio
$403K
BAS
395
Brown Advisory Securities
Maryland
$395K +$15.3K +245 +4%
WC
396
Whitnell & Co
Illinois
$387K +$562 +9 +0.1%
AIP
397
Ameritas Investment Partners
Nebraska
$377K +$377K +6,048 New
CBB
398
Citizens Business Bank
California
$375K -$27.6K -442 -7%
GT
399
Glenmede Trust
Pennsylvania
$368K +$31.7K +509 +9%
WTIM
400
Wilmington Trust Investment Management
Delaware
$362K