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Welltower

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
526
Montag & Associates
Georgia
$351K
NAM
527
North American Management
Massachusetts
$348K
LAIC
528
Lederer & Associates Investment Counsel
California
$347K
FIM
529
Freedom Investment Management
Connecticut
$345K -$47.1K -670 -12%
BC
530
Brinker Capital
Pennsylvania
$338K +$338K +4,811 New
BJL
531
Brighton Jones LLC
Washington
$337K -$9.84K -140 -3%
WB
532
Webster Bank
Connecticut
$337K +$323K +4,600 +2,300%
PCM
533
Penserra Capital Management
California
$333K +$333K +4,793 New
BFEC
534
Benjamin F. Edwards & Company
Missouri
$331K +$127K +1,810 +62%
PAG
535
Pinnacle Advisory Group
Maryland
$328K +$4.43K +63 +1%
LOAME
536
Lombard Odier Asset Management (Europe)
United Kingdom
$324K
IHL
537
Investment House LLC
California
$323K -$7.02K -100 -2%
HR
538
Howe & Rusling
New York
$320K +$320K +4,551 New
Jones Financial Companies
539
Jones Financial Companies
Missouri
$319K +$6.95K +99 +2%
LIM
540
Leavell Investment Management
Alabama
$309K -$2.11K -30 -0.7%
HFS
541
HL Financial Services
Kentucky
$302K -$233K -3,315 -44%
GEA
542
Glen Eagle Advisors
New Jersey
$301K -$61.3K -872 -17%
GP
543
Girard Partners
Pennsylvania
$301K +$92.5K +1,315 +44%
EFS
544
Essex Financial Services
Connecticut
$299K
SEM
545
Suncoast Equity Management
Florida
$297K -$19.7K -280 -6%
AFP
546
Ausdal Financial Partners
Iowa
$297K +$57.7K +822 +24%
AT
547
Argent Trust
Texas
$294K +$30.1K +428 +11%
CL
548
Choreo LLC
Illinois
$293K -$78.9K -1,123 -21%
CG
549
CFO4Life Group
Texas
$293K -$3.58K -51 -1%
BHA
550
Beech Hill Advisors
New York
$290K