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Welltower

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
OA
401
OFI Advisors
Pennsylvania
$825K +$4.95K +64 +0.6%
TNBTD
402
Trustmark National Bank Trust Department
Mississippi
$824K +$824K +10,653 New
WT
403
Whittier Trust
California
$821K -$13.5K -175 -2%
MIAN
404
Mariner Independent Advisor Network
Kansas
$818K -$216K -2,787 -21%
SCM
405
Sterneck Capital Management
Missouri
$816K -$3.68M -47,585 -82%
PCM
406
Parsons Capital Management
Rhode Island
$815K
MERSOM
407
Municipal Employees' Retirement System of Michigan
Michigan
$789K -$30.9K -400 -4%
VF
408
Virtu Financial
New York
$782K +$782K +10,111 New
AAIM
409
American Assets Investment Management
California
$774K
FA
410
FDx Advisors
Illinois
$768K +$199K +2,559 +35%
DCM
411
Dynamic Capital Management
Jersey
$751K +$751K +9,704 New
Toronto Dominion Bank
412
Toronto Dominion Bank
Ontario, Canada
$744K -$302K -3,907 -29%
WG
413
Winton Group
United Kingdom
$744K +$744K +9,623 New
DPIM
414
Duff & Phelps Investment Management
Illinois
$730K -$541K -7,000 -43%
DADC
415
D.A. Davidson & Co
Montana
$727K -$34.8K -451 -5%
CB
416
Chemical Bank
Michigan
$726K
PFC
417
Phocas Financial Corp
California
$725K +$725K +9,372 New
EWMCB
418
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$716K +$32.5K +420 +5%
ECM
419
Everence Capital Management
Indiana
$708K
MCM
420
Murphy Capital Management
New Jersey
$682K +$682K +8,820 New
CI
421
CAZ Investments
Texas
$672K +$258K +3,340 +62%
RFC
422
Regions Financial Corp
Alabama
$660K +$2.94K +38 +0.4%
FWM
423
Frontier Wealth Management
Missouri
$652K +$10.7K +138 +2%
FC
424
Forte Capital
New York
$645K -$247K -3,135 -28%
HighTower Advisors
425
HighTower Advisors
Illinois
$645K +$11.1K +144 +2%