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Welltower

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
PVH
551
Psagot Value Holdings
Israel
$193K
TNB
552
Thomasville National Bank
Georgia
$187K -$27.1K -350 -13%
GIS
553
Guardian Investor Services
New York
$187K +$11.3K +146 +6%
RWA
554
River Wealth Advisors
Pennsylvania
$184K +$184K +2,380 New
LNB
555
Ledyard National Bank
$179K -$1.55M -20,072 -90%
ST
556
Smithfield Trust
Pennsylvania
$178K -$2.71K -35 -1%
FANJ
557
Financial Architects (New Jersey)
New Jersey
$163K +$23.3K +300 +17%
MIC
558
MU Investments Company
Japan
$161K
SF
559
Synovus Financial
Georgia
$161K +$94.8K +1,228 +143%
AA
560
Apriem Advisors
California
$155K +$155K +2,000 New
CFG
561
CNO Financial Group
Indiana
$148K +$148K +1,910 New
RIA
562
Regal Investment Advisors
Michigan
$147K +$141K +1,820 +2,427%
MIM
563
Macroview Investment Management
Maryland
$138K -$29K -376 -17%
PR
564
Payden & Rygel
California
$132K
CLOS
565
Compagnie Lombard Odier SCmA
Switzerland
$126K
SSB
566
Sandy Spring Bank
Maryland
$123K +$5.87K +76 +5%
BFEC
567
Benjamin F. Edwards & Company
Missouri
$118K -$28.6K -370 -20%
GLI
568
Guardian Life Insurance
New York
$118K -$26.2K -339 -18%
WTB
569
Washington Trust Bank
Washington
$109K -$25.1K -325 -19%
HDIM
570
Hanson & Doremus Investment Management
Vermont
$108K
QI
571
Qualcomm Inc
California
$101K -$6.81M -87,700 -99%
Bessemer Group
572
Bessemer Group
New Jersey
$95K -$19.5K -250 -17%
BCM
573
Blume Capital Management
California
$93K -$31K -400 -25%
IWM
574
Integrated Wealth Management
California
$85K +$85K +1,109 New
BAM
575
Bruderman Asset Management
New York
$79K +$79K +1,026 New