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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 %
ST
476
Spot Trading
Illinois
$471K +$471K +6,300 New
NPC
477
National Planning Corporation
California
$465K -$2.58K -39 -0.6%
HAG
478
HighPoint Advisor Group
Illinois
$465K +$45.9K +741 +11%
RCA
479
Rowland Carmichael Advisors
Arizona
$463K -$194K -2,592 -29%
WCM
480
Windward Capital Management
California
$458K +$185K +2,476 +68%
GHAM
481
Gilman Hill Asset Management
Connecticut
$456K
AI
482
Atria Investments
North Carolina
$455K +$455K +6,088 New
BIAS
483
Beacon Investment Advisory Services
New Jersey
$451K -$1.42K -19 -0.3%
HAIM
484
Hunter Associates Investment Management
Pennsylvania
$450K +$450K +6,025 New
MNBTD
485
Moody National Bank Trust Division
Texas
$443K
FNBT
486
FineMark National Bank & Trust
Florida
$440K +$54.9K +734 +14%
VAM
487
Verity Asset Management
North Carolina
$418K +$24.7K +330 +6%
PHK
488
Point72 Hong Kong
Hong Kong
$411K +$359K +4,800 +686%
BFC
489
Blue Fin Capital
Rhode Island
$409K -$11.6K -155 -3%
MYLI
490
Meiji Yasuda Life Insurance
Japan
$399K -$65.1K -870 -14%
LOAME
491
Lombard Odier Asset Management (Europe)
United Kingdom
$398K
FHC
492
First Heartland Consultants
Missouri
$392K +$53.9K +721 +16%
CCB
493
Cutter & Co Brokerage
Missouri
$383K -$53.6K -717 -12%
MA
494
Montag & Associates
Georgia
$383K
EMG
495
Ellington Management Group
Connecticut
$381K +$381K +5,100 New
SEM
496
Suncoast Equity Management
Florida
$378K -$71K -950 -16%
WTB
497
Washington Trust Bank
Washington
$378K +$266K +3,554 +237%
DDC
498
DF Dent & Co
Maryland
$377K +$1.49K +20 +0.4%
CTA
499
Colonial Trust Advisors
South Carolina
$376K -$5.61K -75 -1%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$374K +$374K +5,000 New