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Welltower

572 hedge funds and large institutions have $18.1B invested in Welltower in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 300 increasing their positions, 150 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
16.61%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
29
Increased
300
Reduced
150
Closed
36
Calls
$141M
Puts
$46.5M
Net Calls
+$94.5M
Net Calls Change
+$68.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
476
Pinnacle Financial Partners
Tennessee
$235K -$14K -225 -6%
NB
477
Norinchukin Bank
Japan
$234K +$234K +3,750 New
WC
478
Whitnell & Co
Illinois
$230K -$24.3K -390 -10%
AF
479
Aldebaran Financial
$226K
LIM
480
Leavell Investment Management
Alabama
$224K
WF
481
Welch & Forbes
Massachusetts
$219K
IGIM
482
I.G. Investment Management
Manitoba, Canada
$218K +$218K +3,490 New
FHC
483
First Heartland Consultants
Missouri
$218K +$218K +3,492 New
BTNA
484
Bremer Trust National Association
Minnesota
$216K -$6.92K -111 -3%
PCM
485
Perkins Capital Management
Minnesota
$209K -$17.2K -275 -8%
GJIC
486
Gamble Jones Investment Counsel
California
$206K +$4.74K +76 +2%
BA
487
Boston Advisors
Massachusetts
$203K
PVH
488
Psagot Value Holdings
Israel
$187K -$31.2K -500 -14%
WEC
489
Winslow Evans & Crocker
Massachusetts
$173K +$15.6K +250 +10%
ACS
490
Archford Capital Strategies
Illinois
$168K +$46.7K +748 +39%
MA
491
MUFG Americas
New York
$166K
FNBT
492
FineMark National Bank & Trust
Florida
$155K +$10.4K +166 +7%
ST
493
Smithfield Trust
Pennsylvania
$146K
GIS
494
Guardian Investor Services
New York
$143K +$8.77K +141 +7%
W
495
Wealthfront
California
$140K +$40K +640 +40%
MIC
496
MU Investments Company
Japan
$138K -$25.1K -400 -15%
WTB
497
Washington Trust Bank
Washington
$126K +$4.13K +66 +3%
BFEC
498
Benjamin F. Edwards & Company
Missouri
$121K +$29.6K +476 +32%
GLI
499
Guardian Life Insurance
New York
$115K +$12.4K +198 +12%
PR
500
Payden & Rygel
California
$106K