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Welltower

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
MMG
501
Monetary Management Group
Missouri
$375K -$492K -7,350 -57%
HAIM
502
Hunter Associates Investment Management
Pennsylvania
$366K -$36.8K -550 -9%
FHC
503
First Heartland Consultants
Missouri
$366K +$15.3K +229 +4%
WA
504
WFG Advisors
Texas
$365K +$82.7K +1,236 +29%
TH
505
Timber Hill
Connecticut
$365K +$365K +5,458 New
NFG
506
Next Financial Group
Texas
$360K +$28.7K +429 +9%
FNBT
507
FineMark National Bank & Trust
Florida
$357K -$37.8K -563 -10%
LOAME
508
Lombard Odier Asset Management (Europe)
United Kingdom
$356K
CPA
509
Clear Perspective Advisors
Illinois
$352K +$352K +5,254 New
GEA
510
Glen Eagle Advisors
New Jersey
$351K +$351K +5,250 New
DDC
511
DF Dent & Co
Maryland
$351K +$13.4K +200 +4%
SEM
512
Suncoast Equity Management
Florida
$338K
CTA
513
Colonial Trust Advisors
South Carolina
$336K
MA
514
Montag & Associates
Georgia
$335K -$8.38K -125 -2%
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$335K
EAM
516
Eventide Asset Management
Massachusetts
$335K +$93.8K +1,400 +39%
CL
517
Choreo LLC
Illinois
$334K +$106K +1,583 +46%
CSS
518
Cubist Systematic Strategies
Connecticut
$333K +$98.1K +1,466 +42%
NAM
519
North American Management
Massachusetts
$331K +$2.48K +37 +0.8%
MYLI
520
Meiji Yasuda Life Insurance
Japan
$330K -$26.8K -400 -8%
SGCA
521
Steel Grove Capital Advisors
Tennessee
$326K
AP
522
Advisor Partners
California
$326K +$62.6K +935 +24%
Jones Financial Companies
523
Jones Financial Companies
Missouri
$322K -$149K -2,220 -32%
LA
524
LVW Advisors
New York
$321K -$327K
IHL
525
Investment House LLC
California
$315K -$2.82K -42 -0.9%