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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 %
LNWWM
451
Laird Norton Wetherby Wealth Management
California
$412K -$116K -2,540 -22%
SF
452
Synovus Financial
Georgia
$412K +$295K +6,421 +253%
SLF
453
Sun Life Financial
Ontario, Canada
$408K +$31.1K +678 +8%
DWT
454
Dorsey & Whitney Trust
South Dakota
$407K +$55.9K +1,221 +16%
AUB
455
Atlantic Union Bankshares
Virginia
$406K +$294K +6,415 +262%
CAM
456
CenterStar Asset Management
Illinois
$402K
FCI
457
Financial Counselors Inc
Kansas
$400K -$20.1K -440 -5%
FMBTD
458
First Midwest Bank Trust Division
Illinois
$392K -$21.1K -461 -5%
Rockefeller Capital Management
459
Rockefeller Capital Management
New York
$373K +$287K +6,271 +332%
IWM
460
IHT Wealth Management
Illinois
$372K -$22.2K -485 -6%
CI Investments Inc
461
CI Investments Inc
Ontario, Canada
$370K +$51.3K +1,120 +16%
SFG
462
Summit Financial Group
West Virginia
$365K -$16K -350 -4%
Two Sigma Advisers
463
Two Sigma Advisers
New York
$362K +$362K +7,900 New
APA
464
American Portfolios Advisors
New York
$360K -$151K -3,301 -30%
SBIA
465
Sheaff Brock Investment Advisors
Indiana
$358K
CPIA
466
Cornell Pochily Investment Advisors
New York
$356K +$30.4K +625 +9%
PIA
467
Piedmont Investment Advisors
North Carolina
$354K +$6.28K +137 +2%
IA
468
IFP Advisors
Florida
$349K -$31.1K -613 -8%
Los Angeles Capital Management
469
Los Angeles Capital Management
California
$347K -$43.7K -953 -11%
PWW
470
Pettyjohn Wood & White
Virginia
$346K -$5.72K -125 -2%
PAS
471
Park Avenue Securities
New York
$341K -$493K -10,786 -59%
ST
472
Sabal Trust
Florida
$337K -$19.6K -429 -6%
V
473
Veritable
Delaware
$336K -$441K -9,639 -57%
LFAS
474
Level Four Advisory Services
Texas
$335K -$90.5K -1,965 -21%
CSS
475
Cubist Systematic Strategies
Connecticut
$332K +$268K +5,851 +418%