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Welltower

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
501
Caprock Group
Idaho
$439K +$8.09K +108 +2%
PM
502
Parametrica Management
Hong Kong
$434K +$434K +5,803 New
CCB
503
Cutter & Co Brokerage
Missouri
$432K +$2.02K +27 +0.5%
FHC
504
First Heartland Consultants
Missouri
$426K +$2.47K +33 +0.6%
FIM
505
Freedom Investment Management
Connecticut
$418K -$5.1K -68 -1%
EAM
506
Eventide Asset Management
Massachusetts
$412K
JSL
507
JT Stratford LLC
Georgia
$412K +$299 +4 +0.1%
BCM
508
BlueCrest Capital Management
Jersey
$412K +$412K +5,508 New
FWCM
509
Ferguson Wellman Capital Management
Oregon
$407K -$25.1K -335 -6%
CPA
510
Clear Perspective Advisors
Illinois
$406K +$1.94K +26 +0.5%
BFC
511
Blue Fin Capital
Rhode Island
$403K -$41.5K -555 -9%
GVT
512
Genesee Valley Trust
New York
$401K +$31.5K +420 +9%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$401K +$81.3K +1,088 +25%
CL
514
Choreo LLC
Illinois
$396K +$8K +107 +2%
DDC
515
DF Dent & Co
Maryland
$393K
ZIC
516
ZWJ Investment Counsel
Georgia
$389K
QI
517
Quotient Investors
New York
$389K +$37.4K +500 +11%
CS
518
Comerica Securities
Michigan
$388K +$22.1K +295 +6%
GEA
519
Glen Eagle Advisors
New Jersey
$386K +$225 +3 +0.1%
HT
520
HighTower Trust
Texas
$385K +$52.4K +700 +16%
HIC
521
Holderness Investments Company
North Carolina
$379K
RA
522
RFG Advisory
Alabama
$379K +$11.8K +162 +3%
CTA
523
Colonial Trust Advisors
South Carolina
$376K
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$376K +$2.24K +30 +0.6%
MA
525
Montag & Associates
Georgia
$374K