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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 %
TWI
476
Thomas White International
Illinois
$371K
IHL
477
Investment House LLC
California
$363K
NFG
478
Next Financial Group
Texas
$358K -$41.1K -544 -10%
QI
479
QS Investors
New York
$356K +$15.8K +209 +5%
HF
480
HRT Financial
New York
$353K +$353K +4,665 New
BJL
481
Brighton Jones LLC
Washington
$347K -$14.3K -189 -4%
EWM
482
Evermay Wealth Management
Virginia
$347K
OWD
483
Osborn Williams & Donohoe
Ohio
$344K
MC
484
Moors & Cabot
Massachusetts
$341K +$22.7K +300 +7%
SFG
485
SNS Financial Group
Minnesota
$337K -$15.1K -200 -4%
TAM
486
Trillium Asset Management
Massachusetts
$337K
IB
487
Intrust Bank
Kansas
$335K -$4.91K -65 -1%
WCM
488
Washington Capital Management
Washington
$333K
PFBT
489
Parkside Financial Bank & Trust
Missouri
$325K -$8.27K -109 -2%
Mackenzie Financial
490
Mackenzie Financial
Ontario, Canada
$316K +$316K +4,175 New
ALA
491
Atherton Lane Advisers
California
$310K
BBHC
492
Brown Brothers Harriman & Co
New York
$309K +$208K +2,755 +207%
FWM
493
Focused Wealth Management
New York
$308K -$13.5K -178 -4%
WA
494
WESPAC Advisors
California
$304K +$15.2K +200 +5%
PHS
495
Pekin Hardy Strauss
Illinois
$304K +$304K +4,012 New
ED
496
Exane Derivatives
France
$295K +$295K +3,898 New
VHAM
497
Van Hulzen Asset Management
California
$293K +$293K +3,878 New
AF
498
Aldebaran Financial
$274K
SRSA
499
S.R. Schill & Associates
Washington
$274K +$274K +3,615 New
CCA
500
Checchi Capital Advisers
California
$274K +$274K +3,622 New