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Welltower

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M
Name Holding Trade Value Shares
Change
Shares
Change %
SG Americas Securities
451
SG Americas Securities
New York
$598K -$7.94M -106,189 -93%
ACS
452
Archford Capital Strategies
Illinois
$587K -$47.7K -639 -8%
RIA
453
Regal Investment Advisors
Michigan
$585K +$280K +3,746 +92%
EOJOAM
454
E. Ohman J:or Asset Management
Sweden
$583K +$97.2K +1,300 +20%
ARMC
455
American Research & Management Company
Massachusetts
$579K -$529K -6,946 Closed
GT
456
Glenmede Trust
Pennsylvania
$579K -$25.4K -340 -4%
CFG
457
CNO Financial Group
Indiana
$579K
CIC
458
Carnegie Investment Counsel
Ohio
$571K
ARTA
459
A.R.T. Advisors
New York
$568K +$568K +7,600 New
JIC
460
Johnson Investment Counsel
Ohio
$567K
TNAM
461
Terra Nova Asset Management
New York
$567K +$567K +7,585 New
TFA
462
Transamerica Financial Advisors
Florida
$562K +$57.6K +770 +11%
LIA
463
LS Investment Advisors
Michigan
$558K -$123K -1,650 -18%
CB
464
Chemical Bank
Michigan
$558K -$46.7K -625 -8%
JIP
465
Jaffetilchin Investment Partners
Florida
$537K +$537K +7,176 New
MSTVIM
466
Messner & Smith Theme Value Investment Management
California
$535K
ANRIA
467
American National Registered Investment Advisor
Texas
$529K
Jones Financial Companies
468
Jones Financial Companies
Missouri
$526K -$52.9K -707 -9%
FWCM
469
Ferguson Wellman Capital Management
Oregon
$510K -$85.9K -1,149 -14%
FC
470
Forte Capital
New York
$501K +$501K +6,700 New
GXMC
471
Global X Management Company
New York
$497K +$161K +2,156 +48%
IWM
472
Integrated Wealth Management
California
$481K +$86.9K +1,163 +22%
PL
473
Parkwood LLC
Ohio
$478K -$18.2K -243 -4%
BCM
474
Brookstone Capital Management
Illinois
$475K +$106K +1,411 +29%
ABC
475
Associated Banc-Corp
Wisconsin
$472K -$3.07K -41 -0.6%