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Welltower

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
WorldQuant Millennium Advisors
476
WorldQuant Millennium Advisors
New York
$684K -$24.4K -298 -3%
PAM
477
Panagora Asset Management
Massachusetts
$683K +$15.8K +193 +2%
SFG
478
Summit Financial Group
West Virginia
$681K -$36.8K -450 -5%
GT
479
Greenleaf Trust
Michigan
$680K +$32.9K +403 +5%
SLF
480
Sun Life Financial
Ontario, Canada
$673K -$373K -4,555 -36%
PI
481
Putnam Investments
Massachusetts
$672K -$7.94K -97 -1%
Balyasny Asset Management
482
Balyasny Asset Management
Illinois
$669K +$669K +8,178 New
FC
483
FORA Capital
Florida
$656K +$656K +8,022 New
SBIA
484
Sheaff Brock Investment Advisors
Indiana
$640K -$10.7K -131 -2%
ST
485
Sabal Trust
Florida
$638K -$106K -1,301 -14%
HAG
486
HighPoint Advisor Group
Illinois
$636K +$134K +1,532 +27%
PWW
487
Pettyjohn Wood & White
Virginia
$629K -$3.27K -40 -0.5%
DWT
488
Dorsey & Whitney Trust
South Dakota
$628K -$6.71K -82 -1%
EWM
489
Evercore Wealth Management
New York
$626K -$103K -1,260 -14%
PIA
490
Piedmont Investment Advisors
North Carolina
$620K +$105K +1,281 +20%
AIA
491
Armor Investment Advisors
North Carolina
$617K -$16.4K -200 -3%
IA
492
IFP Advisors
Florida
$607K +$233K +2,885 +62%
CAG
493
Csenge Advisory Group
Florida
$601K +$32.8K +401 +6%
MF
494
Magnetar Financial
Illinois
$595K +$595K +7,270 New
Man Group
495
Man Group
United Kingdom
$592K
PAMG
496
Patton Albertson Miller Group
Tennessee
$590K
LNC
497
Lincoln National Corp
Pennsylvania
$576K +$383K +4,685 +199%
ABC
498
Associated Banc-Corp
Wisconsin
$573K -$46.3K -566 -7%
BMA
499
Brooks Moore & Associates
Tennessee
$569K
CI Investments Inc
500
CI Investments Inc
Ontario, Canada
$569K +$512K +6,268 +902%