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Welltower

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
SMC
551
Smith, Moore & Co
Missouri
$390K -$27.1K -331 -6%
GT
552
Glenview Trust
Kentucky
$390K
SAG
553
Spotlight Asset Group
Illinois
$385K +$385K +6,798 New
HI
554
Horizon Investments
North Carolina
$383K +$133K +1,622 +53%
FHC
555
First Heartland Consultants
Missouri
$382K -$3.03K -37 -0.8%
CCM
556
Cadence Capital Management
Massachusetts
$380K +$18.2K +222 +5%
AWA
557
ARS Wealth Advisors
Florida
$377K
APC
558
Aspire Private Capital
North Carolina
$374K -$427K
LOAME
559
Lombard Odier Asset Management (Europe)
United Kingdom
$372K
NP
560
NorthRock Partners
Minnesota
$372K +$372K +4,549 New
CHA
561
Carmichael Hill & Associates
Maryland
$371K
SRC
562
Shufro Rose & Co
New York
$363K
MGWM
563
Marks Group Wealth Management
Minnesota
$360K +$360K +4,401 New
B
564
Bailard
California
$359K -$8.17K -100 -2%
OPS
565
Orion Portfolio Solutions
Nebraska
$356K +$356K +4,355 New
EW
566
Evoke Wealth
California
$355K -$37.7K -461 -10%
CC
567
ClearArc Capital
Ohio
$354K -$144K -1,760 -29%
PIA
568
Pinion Investment Advisors
Kansas
$353K -$17.8K -217 -5%
BFC
569
Blue Fin Capital
Rhode Island
$352K -$4.08K -50 -1%
LAIC
570
Lederer & Associates Investment Counsel
California
$349K -$8.17K -100 -2%
GLA
571
Great Lakes Advisors
Illinois
$347K +$98.7K +1,205 +40%
Bessemer Group
572
Bessemer Group
New Jersey
$343K
DBRC
573
D.B. Root & Company
Pennsylvania
$342K +$82 +1 +0%
IHL
574
Investment House LLC
California
$335K -$12.3K -150 -4%
BP
575
Ballentine Partners
Massachusetts
$335K