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Welltower

632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
16.87%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
99
Increased
230
Reduced
219
Closed
29
Calls
$128M
Puts
$53.7M
Net Calls
+$74.2M
Net Calls Change
-$20.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WTB
551
Washington Trust Bank
Washington
$132K -$20.9K -275 -14%
ASN
552
Advisory Services Network
Georgia
$131K +$131K +1,576 New
PR
553
Payden & Rygel
California
$129K
ARMC
554
American Research & Management Company
Massachusetts
$125K
CLOS
555
Compagnie Lombard Odier SCmA
Switzerland
$123K -$167K -2,214 -58%
BCM
556
Blume Capital Management
California
$121K +$121K +1,600 New
IRS
557
Invictus RG (Singapore)
Singapore
$120K +$120K +1,587 New
SSB
558
Sandy Spring Bank
Maryland
$115K +$13.3K +175 +13%
Bessemer Group
559
Bessemer Group
New Jersey
$111K +$111K +1,469 New
HDIM
560
Hanson & Doremus Investment Management
Vermont
$106K +$7.43K +98 +8%
OAM
561
Orinda Asset Management
California
$98K -$746K -9,900 -88%
ST
562
Spot Trading
Illinois
$87K +$87K +1,151 New
CL
563
CSS LLC
Illinois
$83K +$83K +1,100 New
Royal London Asset Management
564
Royal London Asset Management
United Kingdom
$79K +$21.6K +28,176 +38%
GGPS
565
Gary Goldberg Planning Services
New York
$78K
MCA
566
Mercer Capital Advisers
New Jersey
$76K +$76K +1,000 New
GI
567
Gradient Investments
Minnesota
$73K +$73K +965 New
GXMC
568
Global X Management Company
New York
$67K +$14.5K +192 +28%
SF
569
Synovus Financial
Georgia
$65K
NES
570
New England Securities
New York
$65K +$27.3K +361 +72%
MCM
571
Manchester Capital Management
Vermont
$63K
OIA
572
Optimum Investment Advisors
Illinois
$59K -$11.7K -155 -17%
CAL
573
Capital Analysts LLC
Pennsylvania
$55.7K +$4.62K +61 +9%
SSG
574
Summit Securities Group
New York
$53K -$68.1K -900 -56%
FNBSF
575
First National Bank Sioux Falls
South Dakota
$53K