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Welltower

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M
Name Holding Trade Value Shares
Change
Shares
Change %
QT
376
Quantbot Technologies
New York
$1.17M +$1.17M +16,508 New
SIAP
377
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.17M +$31.9K +450 +3%
IAA
378
Independent Advisor Alliance
North Carolina
$1.16M +$125K +1,751 +12%
BUB
379
BBVA USA Bancshares
Texas
$1.15M +$72.1K +1,019 +7%
PAM
380
Panagora Asset Management
Massachusetts
$1.15M -$145K -2,048 -11%
RG
381
Rikoon Group
New Mexico
$1.15M -$58.9K -824 -5%
AT
382
Arden Trust
Delaware
$1.14M -$27.2K -384 -2%
HNB
383
Huntington National Bank
Ohio
$1.14M +$779 +11 +0.1%
LCM
384
Liberty Capital Management
Michigan
$1.14M +$149K +2,100 +15%
LP
385
LMR Partners
United Kingdom
$1.14M +$632K +8,934 +125%
WTC
386
WhitTier Trust Company
Nevada
$1.13M -$40.3K -570 -3%
1GA
387
1st Global Advisors
Texas
$1.12M +$3.68K +52 +0.3%
VNA
388
Valley National Advisers
Pennsylvania
$1.11M -$520K -7,345 -32%
MCM
389
Maple Capital Management
Vermont
$1.07M -$11.3K -160 -1%
AssetMark Inc
390
AssetMark Inc
California
$1.07M -$37.6K -531 -3%
CI
391
Cigna Investments
Connecticut
$1.06M +$132K +1,859 +14%
HAG
392
HighPoint Advisor Group
Illinois
$1.05M +$524K +7,303 +99%
CTA
393
Chesley Taft & Associates
Illinois
$1.05M
BPM
394
Bowling Portfolio Management
Ohio
$1.04M +$1.04M +14,694 New
LFAS
395
Level Four Advisory Services
Texas
$1.03M -$153K -2,149 -13%
FAAS
396
First Allied Advisory Services
California
$1.02M +$101K +1,427 +11%
CIC
397
Carnegie Investment Counsel
Ohio
$1M +$408K +5,827 +69%
OI
398
Oakbrook Investments
Illinois
$979K -$99.1K -1,400 -9%
QSS
399
Quantitative Systematic Strategies
Florida
$955K -$150K -2,122 -14%
FBT
400
First Bank & Trust
South Dakota
$944K +$47.5K +671 +5%