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Welltower

749 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 300 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-110
Holders Change %
-12.81%
% of All Funds
16.55%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.13%
New
78
Increased
275
Reduced
300
Closed
178
Calls
$54.5M
Puts
$63.5M
Net Calls
-$9.05M
Net Calls Change
+$5.51M
Name Holding Trade Value Shares
Change
Shares
Change %
Wellington Management Group
426
Wellington Management Group
Massachusetts
$481K -$106K -2,315 -18%
Balyasny Asset Management
427
Balyasny Asset Management
Illinois
$475K +$101K +2,198 +27%
TC
428
Toews Corporation
New Jersey
$467K +$467K +10,200 New
SPC
429
Sigma Planning Corp
Michigan
$466K +$23.1K +505 +5%
AIL
430
AGF Investments LLC
Ontario, Canada
$463K -$1.33K -29 -0.3%
HH
431
Hilltop Holdings
Texas
$462K +$20.1K +438 +5%
ABC
432
Associated Banc-Corp
Wisconsin
$461K +$140K +3,060 +44%
CG
433
Cutler Group
California
$461K +$441K +9,653 +2,229%
UFG
434
United Fire Group
Iowa
$458K -$195K -4,250 -30%
AAIM
435
American Assets Investment Management
California
$458K
OIA
436
OneDigital Investment Advisors
Kansas
$452K -$169K -3,695 -27%
BC
437
Brinker Capital
Pennsylvania
$452K -$46 -1 -0%
TYCC
438
Texas Yale Capital Corp
Florida
$448K -$737K -16,104 -62%
ASN
439
Advisory Services Network
Georgia
$448K -$475K -10,379 -51%
AI
440
Atom Investors
Texas
$448K +$448K +9,777 New
GBA
441
Garrison Bradford & Associates
New York
$444K -$18.3K -400 -4%
IRF
442
IBM Retirement Fund
New York
$442K +$168K +3,664 +61%
SWP
443
Stratos Wealth Partners
Ohio
$439K -$9.56K -209 -2%
CIC
444
Carnegie Investment Counsel
Ohio
$438K -$33K -720 -7%
EPWM
445
Essex Private Wealth Management
Massachusetts
$427K -$2.01K -44 -0.5%
WIA
446
Wealthstreet Investment Advisors
Texas
$426K -$18.5K -404 -4%
GWM
447
Geneos Wealth Management
Colorado
$426K -$15K -303 -3%
ECM
448
Everence Capital Management
Indiana
$417K
DP
449
Dearborn Partners
Illinois
$415K -$90.2K -1,969 -18%
PNC
450
Park National Corp
Ohio
$413K +$413K +9,022 New