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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 %
AIP
451
Ameritas Investment Partners
Nebraska
$462K +$13.4K +177 +3%
IP
452
Investment Partners
Ohio
$451K +$451K +5,920 New
MNBTD
453
Moody National Bank Trust Division
Texas
$448K
IGIM
454
I.G. Investment Management
Manitoba, Canada
$447K +$183K +2,416 +69%
FCI
455
Financial Counselors Inc
Kansas
$446K -$8.32K -110 -2%
DC
456
Deschaine & Company
Illinois
$443K +$443K +5,850 New
NYLIM
457
New York Life Investment Management
New York
$439K -$121K -1,600 -22%
PIM
458
Parasol Investment Management
Illinois
$438K +$53.7K +710 +14%
Bank of Nova Scotia
459
Bank of Nova Scotia
Ontario, Canada
$428K +$44.8K +592 +12%
BFC
460
Blue Fin Capital
Rhode Island
$426K +$20.8K +275 +5%
WA
461
WFG Advisors
Texas
$423K +$96.5K +1,277 +30%
BWP
462
Baldwin Wealth Partners
Massachusetts
$422K -$310K -4,100 -42%
BOTW
463
Bank of the West
California
$411K -$15.1K -200 -4%
MBT
464
Monroe Bank & Trust
Michigan
$411K +$93.3K +1,233 +29%
CI
465
CAZ Investments
Texas
$405K +$405K +5,349 New
WS
466
Wedbush Securities
California
$397K +$47.4K +627 +14%
MA
467
Montag & Associates
Georgia
$397K +$397K +5,250 New
DA
468
Dunvegan Associates
California
$396K -$220K -2,900 -36%
ONB
469
Old National Bancorp
Indiana
$391K -$83.9K -1,110 -18%
PAM
470
Princeton Alpha Management
New Jersey
$390K -$321K -4,248 -45%
PL
471
Parkwood LLC
Ohio
$383K +$383K +5,066 New
EAMA
472
EFG Asset Management (Americas)
Florida
$382K +$382K +5,050 New
GVT
473
Genesee Valley Trust
New York
$378K -$5.29K -70 -1%
GH
474
GAM Holding
Switzerland
$377K
CTA
475
Colonial Trust Advisors
South Carolina
$375K -$84.8K -1,119 -18%