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Welltower

737 hedge funds and large institutions have $24.5B invested in Welltower in 2020 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 223 increasing their positions, 304 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
737
Holders Change
+38
Holders Change %
+5.44%
% of All Funds
13.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.21%
New
104
Increased
223
Reduced
304
Closed
57
Calls
$85.1M
Puts
$65.8M
Net Calls
+$19.3M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Acadian Asset Management
551
Acadian Asset Management
Massachusetts
$159K -$56.8K -879 -26%
HI
552
Hudock Inc
Pennsylvania
$151K +$517 +8 +0.3%
PS
553
Planned Solutions
California
$149K
COCM
554
Charter Oak Capital Management
New Hampshire
$144K +$144K +2,228 New
IAIM
555
International Assets Investment Management
Florida
$144K +$144K +2,230 New
M
556
MOTCO
Texas
$142K
HFM
557
Harvest Fund Management
China
$132K +$116K +1,807 +729%
FDCDDQ
558
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K
OIA
559
Optimum Investment Advisors
Illinois
$118K +$12.9K +200 +12%
S
560
SignatureFD
Georgia
$115K -$906 -14 -0.8%
AWM
561
Accel Wealth Management
Iowa
$114K +$114K +1,766 New
LWM
562
Liberty Wealth Management
California
$113K
QCG
563
Quadrant Capital Group
Ohio
$112K -$52.6K -811 -32%
WT
564
Washington Trust
Rhode Island
$108K -$9.59K -150 -8%
SFS
565
Sowell Financial Services
Arkansas
$107K -$33.9K -523 -24%
NFG
566
Next Financial Group
Texas
$106K +$4.82K +74 +5%
GWS
567
Glassman Wealth Services
Virginia
$103K +$15.2K +237 +17%
MAM
568
Meeder Asset Management
Ohio
$97K -$191K -2,955 -66%
HDIM
569
Hanson & Doremus Investment Management
Vermont
$97K
PFO
570
Pathstone Family Office
New Jersey
$96K +$96K +1,493 New
T
571
TOBAM
France
$92K
AL
572
ADE LLC
Maryland
$90K +$90K +1,387 New
Bessemer Group
573
Bessemer Group
New Jersey
$89K -$15.9K -245 -15%
PCG
574
Private Capital Group
Connecticut
$89K +$7.93K +123 +10%
AIM
575
Arcadia Investment Management
Michigan
$84K