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Welltower

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
476
Partnervest Advisory Services
California
$47K +$31.4K +499 +201%
DAM
477
Delta Asset Management
Tennessee
$46K
BPBT
478
Boston Private Bank & Trust
Massachusetts
$46K
FQ
479
First Quadrant
California
$44K
FNBSF
480
First National Bank Sioux Falls
South Dakota
$44K
HF
481
Hoxton Financial
West Virginia
$43K
BFEC
482
Benjamin F. Edwards & Company
Missouri
$40K +$3.94K +63 +11%
EFSCE
483
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$27.7K +438 +521%
WA
484
Waverly Advisors
Alabama
$33K +$33K +524 New
HCM
485
Highlander Capital Management
New Jersey
$31.2K
SSB
486
Sandy Spring Bank
Maryland
$31K
RIA
487
Regal Investment Advisors
Michigan
$31K +$2.48K +40 +9%
NES
488
New England Securities
New York
$30K
IMS
489
Index Management Solutions
Pennsylvania
$30K +$30K +480 New
CAL
490
Capital Analysts LLC
Pennsylvania
$28.4K -$3.5K -56 -11%
BBHC
491
Brown Brothers Harriman & Co
New York
$28K -$14.4K -232 -34%
RNS
492
Robert N. Shapiro
$28K
FTUS
493
Flow Traders U.S.
New York
$27K +$27K +432 New
TCCM
494
Timber Creek Capital Management
Massachusetts
$24K +$24K +400 New
JFA
495
JNBA Financial Advisors
Minnesota
$21K
ST
496
Stifel Trust
Missouri
$21K
Manulife (Manufacturers Life Insurance)
497
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.3K +$522 +8,367 +3%
HR
498
Howe & Rusling
New York
$19K -$6.33K -100 -25%
SC
499
Saturna Capital
Washington
$19K
WA
500
WealthTrust-Arizona
Arizona
$19K