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Welltower

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ACS
526
Archford Capital Strategies
Illinois
$185K -$45.4K -692 -20%
NYLIM
527
New York Life Investment Management
New York
$184K -$171K -2,600 -48%
WEC
528
Winslow Evans & Crocker
Massachusetts
$182K
Nuveen Asset Management
529
Nuveen Asset Management
Illinois
$172K +$13.4K +203,427 +8%
PI
530
PineBridge Investments
New York
$168K +$168K +2,562 New
PVH
531
Psagot Value Holdings
Israel
$164K
PAIA
532
Park Avenue Institutional Advisers
New York
$155K +$155K +2,357 New
BCM
533
Brookstone Capital Management
Illinois
$154K -$16.9K -258 -10%
FNBT
534
FineMark National Bank & Trust
Florida
$153K -$69.8K -1,067 -31%
ST
535
Smithfield Trust
Pennsylvania
$151K
RIA
536
Regal Investment Advisors
Michigan
$127K +$3.58K +55 +3%
CFG
537
CNO Financial Group
Indiana
$125K
CLOS
538
Compagnie Lombard Odier SCmA
Switzerland
$120K +$13.1K +200 +12%
MIM
539
Macroview Investment Management
Maryland
$118K +$525 +8 +0.4%
IWM
540
Integrated Wealth Management
California
$118K +$45.3K +692 +62%
LNB
541
Ledyard National Bank
$117K -$36.3K -550 -24%
WIC
542
Woodmont Investment Counsel
Tennessee
$117K +$117K +1,785 New
PR
543
Payden & Rygel
California
$112K
BFEC
544
Benjamin F. Edwards & Company
Missouri
$107K +$7.08K +108 +7%
WTB
545
Washington Trust Bank
Washington
$106K +$13.1K +200 +14%
Bessemer Group
546
Bessemer Group
New Jersey
$106K +$26.3K +403 +33%
AGM
547
Alpine Global Management
New York
$104K -$99.7K -1,518 -49%
GLI
548
Guardian Life Insurance
New York
$101K +$657 +10 +0.7%
KTC
549
Kistler-Tiffany Companies
Pennsylvania
$93K +$93K +1,414 New
FANJ
550
Financial Architects (New Jersey)
New Jersey
$90K -$48.1K -732 -35%