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Welltower

614 hedge funds and large institutions have $20.9B invested in Welltower in 2015 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
-22
Holders Change %
-3.46%
% of All Funds
16.56%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.57%
New
44
Increased
253
Reduced
222
Closed
59
Calls
$83.1M
Puts
$34M
Net Calls
+$49.1M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SF
551
Synovus Financial
Georgia
$89K -$48.3K -733 -35%
SSB
552
Sandy Spring Bank
Maryland
$85K -$19.8K -301 -19%
HDIM
553
Hanson & Doremus Investment Management
Vermont
$85K -$6.41K -98 -7%
IMS
554
Index Management Solutions
Pennsylvania
$82K +$53.1K +804 +184%
ECM
555
Element Capital Management
New York
$72.2K +$72.2K +1,100 New
BAM
556
Bruderman Asset Management
New York
$67K
BCM
557
Blume Capital Management
California
$66K -$13.2K -200 -17%
MCA
558
Mercer Capital Advisers
New Jersey
$66K
CAL
559
Capital Analysts LLC
Pennsylvania
$61.7K +$460 +7 +0.8%
BBHC
560
Brown Brothers Harriman & Co
New York
$59K
EWM
561
Evercore Wealth Management
New York
$59K +$6.4K +98 +12%
ASN
562
Advisory Services Network
Georgia
$50K +$1.99K +30 +4%
MCM
563
Manchester Capital Management
Vermont
$49K
FNBSF
564
First National Bank Sioux Falls
South Dakota
$46K
HF
565
Hoxton Financial
West Virginia
$41K
JFA
566
JNBA Financial Advisors
Minnesota
$41K
DAM
567
Delta Asset Management
Tennessee
$39K -$8.19K -125 -17%
ZB
568
Zions Bancorporation
Utah
$33K -$10.6K -160 -24%
HCM
569
Highlander Capital Management
New Jersey
$33K
WA
570
WealthTrust-Arizona
Arizona
$33K
MCM
571
MV Capital Management
Maryland
$30K -$36K
TCM
572
Tradewinds Capital Management
Washington
$28K -$23K
RCG
573
Ruggie Capital Group
Florida
$25K
CFA
574
Carroll Financial Associates
North Carolina
$24K
Manulife (Manufacturers Life Insurance)
575
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23.2K -$169 -2,571 -0.7%