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Welltower

731 hedge funds and large institutions have $27.4B invested in Welltower in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
12.87%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
69
Increased
264
Reduced
273
Closed
70
Calls
$150M
Puts
$106M
Net Calls
+$43.8M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
Parallax Volatility Advisers
376
Parallax Volatility Advisers
California
$802K +$194K +2,706 +32%
BAMCO Inc
377
BAMCO Inc
New York
$798K +$798K +11,146 New
KOC
378
Koss-Olinger Consulting
Florida
$797K +$797K +11,122 New
GBA
379
Garrison Bradford & Associates
New York
$786K +$69.3K +968 +10%
GWM
380
Geneos Wealth Management
Colorado
$779K -$183K -2,442 -19%
Los Angeles Capital Management
381
Los Angeles Capital Management
California
$765K -$171K -2,390 -18%
MYLI
382
Meiji Yasuda Life Insurance
Japan
$765K -$93.7K -1,308 -11%
GWM
383
Gray Wealth Management
Maine
$761K +$2.29K +32 +0.3%
GA
384
GoalVest Advisory
New York
$754K +$411K +5,732 +120%
KCM
385
Kornitzer Capital Management
Kansas
$752K -$773K -10,800 -51%
UB
386
UMB Bank
Missouri
$746K -$199K -2,775 -21%
CPIA
387
Cornell Pochily Investment Advisors
New York
$743K -$430 -6 -0.1%
SPC
388
Sigma Planning Corp
Michigan
$724K +$67.1K +937 +10%
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$718K -$7.8K -109 -1%
AAIM
390
American Assets Investment Management
California
$716K
JWM
391
Jeppson Wealth Management
California
$714K
LIA
392
LS Investment Advisors
Michigan
$713K -$151K -2,102 -17%
BCB
393
Brian C. Broderick
$710K
N
394
Natixis
France
$703K -$902K -12,592 -56%
AC
395
Allstate Corporation
Illinois
$702K +$68.2K +952 +11%
AUB
396
Atlantic Union Bankshares
Virginia
$701K +$94.7K +1,323 +16%
LK
397
Lumbard & Kellner
New Hampshire
$700K +$10.8K +150 +2%
UIM
398
USS Investment Management
United Kingdom
$688K
WGA
399
Weather Gauge Advisory
Virginia
$680K -$60.1K -839 -8%
GAM
400
Gotham Asset Management
New York
$650K -$1.76M -24,580 -73%