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Welltower

632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
16.87%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
99
Increased
230
Reduced
219
Closed
29
Calls
$128M
Puts
$53.7M
Net Calls
+$74.2M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
401
Norinchukin Bank
Japan
$749K +$465K +6,147 +164%
DADC
402
D.A. Davidson & Co
Montana
$746K -$1.26M -16,762 -63%
BAS
403
Brown Advisory Securities
Maryland
$742K -$117K -1,550 -14%
Rafferty Asset Management
404
Rafferty Asset Management
New York
$733K -$103K -1,362 -12%
1GA
405
1st Global Advisors
Texas
$729K +$25.3K +334 +4%
CB
406
Chemical Bank
Michigan
$710K -$1.89K -25 -0.3%
ST
407
Semper Trust
Pennsylvania
$700K +$110K +1,450 +19%
CS
408
Candriam SCA
Luxembourg
$700K +$700K +9,248 New
ECM
409
Everence Capital Management
Indiana
$694K +$694K +9,176 New
FBT
410
Founders Bank & Trust
Michigan
$692K -$3.49K -46 -0.5%
LIA
411
LS Investment Advisors
Michigan
$690K +$53.1K +702 +8%
HH
412
Hilltop Holdings
Texas
$682K +$42.1K +556 +7%
EWMCB
413
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$668K +$668K +8,830 New
RFC
414
Regions Financial Corp
Alabama
$642K +$22.6K +299 +4%
Robeco Institutional Asset Management
415
Robeco Institutional Asset Management
Netherlands
$641K -$337K -4,450 -34%
ARMT
416
Amica Retiree Medical Trust
Rhode Island
$640K
FWM
417
Frontier Wealth Management
Missouri
$628K +$628K +8,293 New
AB
418
Amalgamated Bank
New York
$626K -$95K -1,256 -13%
WDA
419
Wendell David Associates
New Hampshire
$623K
HighTower Advisors
420
HighTower Advisors
Illinois
$620K +$90.7K +1,200 +17%
PWM
421
Perigon Wealth Management
California
$618K -$284K -3,746 -31%
HFS
422
HL Financial Services
Kentucky
$618K -$2.35K -31 -0.4%
MMG
423
Monetary Management Group
Missouri
$617K +$488K +6,460 +380%
Group One Trading
424
Group One Trading
Illinois
$615K +$615K +8,129 New
NV
425
Nair Vinay
$605K +$605K +7,995 New