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Welltower

699 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 231 increasing their positions, 308 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
-29
Holders Change %
-3.98%
% of All Funds
14.14%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
52
Increased
231
Reduced
308
Closed
74
Calls
$121M
Puts
$83.2M
Net Calls
+$38.1M
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
526
AssetMark Inc
California
$190K +$7.77K +141 +4%
PP
527
Paloma Partners
Connecticut
$189K -$1.76M -31,850 -90%
Acadian Asset Management
528
Acadian Asset Management
Massachusetts
$184K +$118K +2,137 +178%
IA
529
IndexIQ Advisors
New York
$171K +$104K +1,894 +156%
SIAP
530
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$167K -$108K -1,950 -39%
CT
531
Clearstead Trust
Maine
$167K
S
532
Seeyond
France
$151K +$2.97K +54 +2%
PFWA
533
Paces Ferry Wealth Advisors
Georgia
$151K +$151K +2,736 New
QCG
534
Quadrant Capital Group
Ohio
$140K +$86.3K +1,563 +160%
CFA
535
Carroll Financial Associates
North Carolina
$136K
HI
536
Hudock Inc
Pennsylvania
$128K -$6.76K -123 -5%
PS
537
Planned Solutions
California
$127K +$127K +2,307 New
FQ
538
First Quadrant
California
$126K
CG
539
Cutler Group
California
$123K -$679K -12,416 -85%
M
540
MOTCO
Texas
$121K -$19.4K -352 -14%
SFS
541
Sowell Financial Services
Arkansas
$120K -$20.7K -376 -15%
CSPIA
542
Cary Street Partners Investment Advisory
Virginia
$112K +$112K +2,036 New
FDCDDQ
543
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K -$5.56K -101 -5%
WT
544
Washington Trust
Rhode Island
$102K +$27.7K +500 +37%
BFEC
545
Benjamin F. Edwards & Company
Missouri
$101K +$13.7K +249 +16%
EI
546
Ellevest Inc
New York
$101K +$27.8K +507 +38%
LWM
547
Liberty Wealth Management
California
$100K -$830 -15 -0.8%
S
548
SignatureFD
Georgia
$99K +$14.2K +256 +17%
OIA
549
Optimum Investment Advisors
Illinois
$90K -$15.2K -275 -14%
Bessemer Group
550
Bessemer Group
New Jersey
$89K -$994K -18,034 -92%