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Welltower

632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
16.87%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
99
Increased
230
Reduced
219
Closed
29
Calls
$128M
Puts
$53.7M
Net Calls
+$74.2M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WB
526
Webster Bank
Connecticut
$225K +$225K +2,979 New
EPM
527
Equitec Proprietary Markets
Illinois
$224K +$224K +2,958 New
HCM
528
Howland Capital Management
Massachusetts
$224K +$224K +2,960 New
FTIOP
529
Fiduciary Trust International of Pennsylvania
Pennsylvania
$224K +$224K +2,966 New
PCM
530
Perkins Capital Management
Minnesota
$223K -$30.2K -400 -12%
EAM
531
Evanson Asset Management
California
$219K +$219K +2,890 New
FCBT
532
First Citizens Bank & Trust
North Carolina
$215K +$215K +2,845 New
MIM
533
Marco Investment Management
Georgia
$211K +$211K +2,785 New
WEC
534
Winslow Evans & Crocker
Massachusetts
$210K
SLG
535
Stanley-Laman Group
Pennsylvania
$209K +$209K +2,760 New
TNB
536
Thomasville National Bank
Georgia
$209K +$209K +2,762 New
IIC
537
Ironwood Investment Counsel
Arizona
$205K +$205K +4,658 New
W
538
Wealthfront
California
$204K +$34.4K +455 +20%
BFS
539
Bradley Foster & Sargent
Connecticut
$202K +$202K +2,670 New
FNBT
540
FineMark National Bank & Trust
Florida
$195K +$6.75K +89 +4%
PVH
541
Psagot Value Holdings
Israel
$189K -$37.8K -500 -17%
ST
542
Smithfield Trust
Pennsylvania
$177K
GIS
543
Guardian Investor Services
New York
$172K -$2.35K -31 -1%
MIM
544
Macroview Investment Management
Maryland
$164K +$164K +2,166 New
MIC
545
MU Investments Company
Japan
$157K -$11.5K -150 -7%
GWA
546
Genesis Wealth Advisors
Massachusetts
$153K +$153K +2,000 New
BFEC
547
Benjamin F. Edwards & Company
Missouri
$143K -$3.7K -49 -3%
GLI
548
Guardian Life Insurance
New York
$141K +$1.81K +24 +1%
FANJ
549
Financial Architects (New Jersey)
New Jersey
$136K +$26.6K +353 +24%
OMCS
550
Old Mutual Customised Solutions
South Africa
$136K +$30.2K +400 +29%