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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 %
PTC
501
Private Trust Company
Ohio
$106K +$499 +8 +0.5%
MMG
502
Monetary Management Group
Missouri
$106K +$93.5K +1,500 +750%
ARMC
503
American Research & Management Company
Massachusetts
$103K +$17.7K +283 +21%
SSG
504
Summit Securities Group
New York
$100K -$37.5K -600 -27%
PSI
505
Pinnacle Summer Investments
Virginia
$96K -$125K -2,025 -57%
FANJ
506
Financial Architects (New Jersey)
New Jersey
$90K -$3.1K -50 -3%
OMCS
507
Old Mutual Customised Solutions
South Africa
$87K -$68.4K -1,100 -44%
NIM
508
NuWave Investment Management
New Jersey
$85K +$17.5K +280 +26%
SSB
509
Sandy Spring Bank
Maryland
$83K +$27.5K +445 +50%
BBHC
510
Brown Brothers Harriman & Co
New York
$83K +$83K +1,328 New
HDIM
511
Hanson & Doremus Investment Management
Vermont
$81K
EWM
512
Evercore Wealth Management
New York
$75K
LBG
513
Lloyds Banking Group
United Kingdom
$71K -$1.06K -17 -1%
MFS
514
MSI Financial Services
Massachusetts
$70K +$49.9K +796 +248%
GGPS
515
Gary Goldberg Planning Services
New York
$64K +$1.62K +26 +3%
FHA
516
First Horizon Advisors
Tennessee
$60K +$3.25K +52 +6%
OIA
517
Optimum Investment Advisors
Illinois
$58K -$55.8K -900 -49%
SF
518
Synovus Financial
Georgia
$53K -$24.7K -400 -32%
MCM
519
Manchester Capital Management
Vermont
$52K
TFA
520
Transamerica Financial Advisors
Florida
$52K +$22.1K +354 +74%
FQ
521
First Quadrant
California
$44K
FNBSF
522
First National Bank Sioux Falls
South Dakota
$44K
GXMC
523
Global X Management Company
New York
$43K -$5.52K -89 -11%
CAL
524
Capital Analysts LLC
Pennsylvania
$42.2K +$8.56K +137 +25%
LWCFA
525
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K