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Welltower

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M
Name Holding Trade Value Shares
Change
Shares
Change %
KT
376
Kanaly Trust
Texas
$1.26M +$34.2K +458 +3%
IOOF
377
Independent Order of Foresters
Ontario, Canada
$1.25M -$202K -2,700 -14%
Brown Advisory
378
Brown Advisory
Maryland
$1.24M +$54.8K +733 +5%
LCM
379
Liberty Capital Management
Michigan
$1.23M
GH
380
GAM Holding
Switzerland
$1.21M -$39.5K -529 -3%
HighTower Advisors
381
HighTower Advisors
Illinois
$1.21M +$230K +3,077 +23%
AT
382
Arden Trust
Delaware
$1.2M -$1.1M -14,740 -48%
DC
383
Deere & Company
Illinois
$1.17M -$28.9K -387 -2%
AA
384
AlphaMark Advisors
Kentucky
$1.17M +$322K +4,311 +38%
BFO
385
Boston Family Office
Massachusetts
$1.16M +$74.8K +1,000 +7%
GEM
386
Global Endowment Management
North Carolina
$1.13M -$70.3K -940 -6%
PAM
387
Panagora Asset Management
Massachusetts
$1.13M -$183K -2,445 -14%
MCM
388
Maple Capital Management
Vermont
$1.11M -$3.22K -43 -0.3%
Wellington Management Group
389
Wellington Management Group
Massachusetts
$1.1M -$605K -8,088 -36%
RG
390
Rikoon Group
New Mexico
$1.1M +$1.1M +14,710 New
BUB
391
BBVA USA Bancshares
Texas
$1.08M +$255K +3,416 +31%
SPC
392
Sigma Planning Corp
Michigan
$1.03M +$179K +2,398 +21%
WI
393
WrapManager Inc
California
$1M +$11.1K +149 +1%
DADC
394
D.A. Davidson & Co
Montana
$1M +$160K +2,152 +19%
BO
395
BRR OpCo
Ohio
$978K -$17.6K -235 -2%
MMG
396
Monetary Management Group
Missouri
$968K
MAM
397
Martingale Asset Management
Massachusetts
$967K +$756K +10,100 +358%
QSS
398
Quantitative Systematic Strategies
Florida
$961K +$70.4K +929 +8%
ICM
399
IMS Capital Management
Oregon
$951K
LP
400
LMR Partners
United Kingdom
$942K +$942K +12,594 New