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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 %
NAM
526
North American Management
Massachusetts
$370K
LAIC
527
Lederer & Associates Investment Counsel
California
$369K -$23.9K -320 -6%
BJL
528
Brighton Jones LLC
Washington
$369K +$369K +4,934 New
Two Sigma Investments
529
Two Sigma Investments
New York
$369K +$369K +4,934 New
BTIS
530
BB&T Investment Services
North Carolina
$365K +$90.3K +1,213 +33%
Mackenzie Financial
531
Mackenzie Financial
Ontario, Canada
$359K +$24.6K +329 +7%
IHL
532
Investment House LLC
California
$352K
PAG
533
Pinnacle Advisory Group
Maryland
$345K -$97.6K -1,303 -22%
LOAME
534
Lombard Odier Asset Management (Europe)
United Kingdom
$345K
VAM
535
Verity Asset Management
North Carolina
$344K
SEM
536
Suncoast Equity Management
Florida
$337K +$67K +895 +25%
ADBIC
537
A.D. Beadell Investment Counsel
Wisconsin
$336K
Jones Financial Companies
538
Jones Financial Companies
Missouri
$333K -$62.7K -837 -16%
LIM
539
Leavell Investment Management
Alabama
$332K -$9.96K -133 -3%
RIM
540
Rampart Investment Management
Connecticut
$321K +$246K +3,281 +327%
EFS
541
Essex Financial Services
Connecticut
$318K +$64.3K +860 +25%
CG
542
CFO4Life Group
Texas
$316K -$2.77K -37 -0.9%
MYLI
543
Meiji Yasuda Life Insurance
Japan
$314K +$314K +4,200 New
BHA
544
Beech Hill Advisors
New York
$309K
PAS
545
Park Avenue Securities
New York
$308K -$97.8K -1,299 -24%
SRSA
546
S.R. Schill & Associates
Washington
$306K
TC
547
Telemus Capital
Michigan
$305K
SMC
548
Smith, Moore & Co
Missouri
$300K
Cerity Partners
549
Cerity Partners
New York
$297K +$37.6K +503 +15%
EWM
550
Evermay Wealth Management
Virginia
$296K -$7.47K -100 -2%