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Welltower

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PCM
501
Prelude Capital Management
New York
$36K -$504K -8,400 -93%
NES
502
New England Securities
New York
$34K
CAL
503
Capital Analysts LLC
Pennsylvania
$31.9K +$179 +3 +0.6%
ST
504
Spot Trading
Illinois
$30K -$150K -2,500 -83%
HCM
505
Highlander Capital Management
New Jersey
$29.8K
FHA
506
First Horizon Advisors
Tennessee
$29K -$10.2K -174 -26%
HR
507
Howe & Rusling
New York
$29K +$27.8K +463 +2,315%
CFA
508
Carroll Financial Associates
North Carolina
$29K +$29K +492 New
EWM
509
Elite Wealth Management
Washington
$27K -$142K -2,411 -84%
TFA
510
Transamerica Financial Advisors
Florida
$21K +$17.4K +285 +483%
CCM
511
Carderock Capital Management
Maryland
$21K +$21K +350 New
BPBT
512
Boston Private Bank & Trust
Massachusetts
$18K -$26.1K -435 -59%
SC
513
Saturna Capital
Washington
$18K
WA
514
WealthTrust-Arizona
Arizona
$18K
Manulife (Manufacturers Life Insurance)
515
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.2K +$456 +7,648 +3%
ST
516
Stifel Trust
Missouri
$15K
ECM
517
Estabrook Capital Management
New York
$14.9K
DSC
518
Duncker Streett & Co
Missouri
$14K
M
519
MOTCO
Texas
$13K
WA
520
Waverly Advisors
Alabama
$12K -$25.1K -405 -68%
KIG
521
Kessler Investment Group
Indiana
$9K -$10.7K -186 -54%
TDC
522
Thompson Davis & Co
Virginia
$9K
OC
523
Oakworth Capital
Alabama
$8K
ECM
524
Exchange Capital Management
Michigan
$8K +$114 +2 +1%
RIA
525
Regal Investment Advisors
Michigan
$6K -$21.9K -346 -78%