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Welltower

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
401
Cigna Investments
Connecticut
$1.05M -$69.4K -928 -6%
WG
402
Winton Group
United Kingdom
$1.04M +$1.04M +13,929 New
CIC
403
Carnegie Investment Counsel
Ohio
$1.04M
LFAS
404
Level Four Advisory Services
Texas
$1.03M
FBT
405
First Bank & Trust
South Dakota
$1.02M +$17.1K +228 +2%
KLI
406
Kelman-Lazarov Inc
Tennessee
$997K +$3.74K +50 +0.4%
AI
407
Atria Investments
North Carolina
$989K +$91.2K +1,218 +10%
OI
408
Oakbrook Investments
Illinois
$986K -$49.4K -660 -5%
OMCS
409
Old Mutual Customised Solutions
South Africa
$986K
AFS
410
Access Financial Services
Minnesota
$985K +$11.7K +156 +1%
WI
411
WrapManager Inc
California
$965K
Wellington Management Group
412
Wellington Management Group
Massachusetts
$954K
SLI
413
Sumitomo Life Insurance
Japan
$929K +$39.1K +523 +4%
GBA
414
Garrison Bradford & Associates
New York
$914K
ARMC
415
American Research & Management Company
Massachusetts
$897K +$550K +12,250 +158%
RIM
416
Ranger International Management
Illinois
$882K -$254K -3,400 -22%
SPC
417
Sigma Planning Corp
Michigan
$880K -$103K -1,374 -10%
WCM
418
Windward Capital Management
California
$851K +$52.8K +705 +7%
VKH
419
Virtu KCG Holdings
New York
$843K +$615K +8,211 +269%
HH
420
Hilltop Holdings
Texas
$830K +$9.8K +131 +1%
RMCM
421
Reynders McVeigh Capital Management
Massachusetts
$825K +$48.7K +651 +6%
GHA
422
Garcia Hamilton & Associates
Texas
$818K -$575K -7,686 -41%
CFA
423
Carroll Financial Associates
North Carolina
$797K +$130K +1,741 +20%
PFC
424
Phocas Financial Corp
California
$789K +$25.1K +335 +3%
WTB
425
Washington Trust Bank
Washington
$782K