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Welltower

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Verition Fund Management
501
Verition Fund Management
Connecticut
$308K +$308K +3,977 New
W
502
Wealthfront
California
$304K +$95.4K +1,233 +46%
ECM
503
ETrade Capital Management
Virginia
$302K +$59.2K +765 +24%
WA
504
WESPAC Advisors
California
$295K -$15.5K -200 -5%
LIM
505
Leavell Investment Management
Alabama
$293K +$15.5K +200 +6%
CCB
506
Cutter & Co Brokerage
Missouri
$291K +$291K +3,765 New
FHC
507
First Heartland Consultants
Missouri
$290K +$19.3K +249 +7%
CCA
508
Checchi Capital Advisers
California
$288K +$8.11K +105 +3%
PFP
509
Pinnacle Financial Partners
Tennessee
$288K +$15.5K +200 +6%
MBT
510
Monroe Bank & Trust
Michigan
$284K -$136K -1,763 -32%
SRSA
511
S.R. Schill & Associates
Washington
$280K
WC
512
Whitnell & Co
Illinois
$278K
MC
513
Moors & Cabot
Massachusetts
$276K -$69K -900 -20%
NDSI
514
Newman Dignan & Sheerar Inc
Rhode Island
$275K -$23.2K -300 -8%
VFS
515
VSR Financial Services
Kansas
$274K +$9.68K +125 +4%
MSU
516
Maple Securities USA
New Jersey
$274K +$274K +3,542 New
ACS
517
Archford Capital Strategies
Illinois
$272K +$3.33K +43 +1%
WF
518
Welch & Forbes
Massachusetts
$271K
FNBT
519
FineMark National Bank & Trust
Florida
$263K +$64.4K +834 +32%
IIC
520
Ironwood Investment Counsel
Arizona
$255K +$54K +1,250 +27%
DDC
521
DF Dent & Co
Maryland
$253K +$14.5K +187 +6%
SLG
522
Stanley-Laman Group
Pennsylvania
$253K +$39.2K +506 +18%
GF
523
Gerstein Fisher
New York
$251K +$9.98K +129 +4%
AT
524
Argent Trust
Texas
$246K +$2.4K +31 +1%
BA
525
Boston Advisors
Massachusetts
$245K