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Welltower

582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 20

114% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $22.9M

57% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 164

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

11% more capital invested

Capital invested by funds: $15.3B → $17B (+$1.66B)

9% more funds holding

Funds holding: 535582 (+47)

0.82% more ownership

Funds ownership: 87.92%88.74% (+0.82%)

Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.73%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
71
Increased
258
Reduced
164
Closed
20
Calls
$49.1M
Puts
$22.9M
Net Calls
+$26.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
551
JFS Wealth Advisors
Pennsylvania
$18K +$17.7K +281 New
RIM
552
Ranger International Management
Illinois
$18K +$17.9K +285 New
TRCT
553
Tower Research Capital (TRC)
New York
$18K +$18.1K +287 New
SFSIG
554
San Francisco Sentry Investment Group
California
$17K -$419K -6,659 -96%
ST
555
Stifel Trust
Missouri
$16K
IPC
556
Independent Portfolio Consultants
Florida
$16K +$16K +255 New
ECM
557
Estabrook Capital Management
New York
$15.7K
DSC
558
Duncker Streett & Co
Missouri
$14K
M
559
MOTCO
Texas
$14K
S
560
SignatureFD
Georgia
$13K +$10.3K +163 +379%
MMG
561
Monetary Management Group
Missouri
$13K +$12.6K +200 New
RFA
562
Reilly Financial Advisors
California
$13K +$12.6K +200 New
WA
563
Waverly Advisors
Alabama
$12K +$126 +2 +1%
KIG
564
Kessler Investment Group
Indiana
$10K
TDC
565
Thompson Davis & Co
Virginia
$9K
ECM
566
Exchange Capital Management
Michigan
$9K +$126 +2 +1%
OC
567
Oakworth Capital
Alabama
$8K
RIA
568
Regal Investment Advisors
Michigan
$8K +$1.89K +30 +32%
WF
569
WealthTrust Fairport
Ohio
$7K +$6.99K +111 New
MSFP
570
Mark Sheptoff Financial Planning
Connecticut
$6K
TCOV
571
Trust Company of Vermont
Vermont
$6K
HR
572
Howe & Rusling
New York
$5K -$25.2K -400 -83%
First Manhattan
573
First Manhattan
New York
$5K
RNS
574
Robert N. Shapiro
$4K
Bessemer Group
575
Bessemer Group
New Jersey
$4K +$3.65K +58 New