WELL icon

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 %
BPBT
576
Boston Private Bank & Trust
Massachusetts
$53K +$15.3K +200 +40%
LWCFA
577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K
HF
578
Hoxton Financial
West Virginia
$48K
VNA
579
Valley National Advisers
Pennsylvania
$48K +$48K +893 New
JFA
580
JNBA Financial Advisors
Minnesota
$47K
FHA
581
First Horizon Advisors
Tennessee
$45K -$27.9K -367 -38%
PCM
582
Prelude Capital Management
New York
$45K
ZTNA
583
Zions Trust National Association
Utah
$38K
HCM
584
Highlander Capital Management
New Jersey
$38K
MCM
585
MV Capital Management
Maryland
$35K
DAM
586
Delta Asset Management
Tennessee
$34K
TDC
587
Thompson Davis & Co
Virginia
$33K +$7.28K +97 +28%
CFA
588
Carroll Financial Associates
North Carolina
$30K -$17.1K -212 -36%
RCG
589
Ruggie Capital Group
Florida
$29K +$29K +380 New
VFA
590
Virtus Fund Advisers
Connecticut
$28K -$28M -374,350 -100%
Manulife (Manufacturers Life Insurance)
591
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$26K +$1.11K +14,727 +4%
EFSCE
592
Enterprise Financial Services Corp (EFSC)
Missouri
$25K
FQ
593
First Quadrant
California
$23K -$30.7K -400 -57%
WA
594
WealthTrust-Arizona
Arizona
$23K
SC
595
Saturna Capital
Washington
$23K
TCM
596
Tradewinds Capital Management
Washington
$23K
CCA
597
Catalyst Capital Advisors
New York
$23K +$20.5K +268 +838%
RIM
598
Ranger International Management
Illinois
$22K
JWA
599
JFS Wealth Advisors
Pennsylvania
$21K
TRCT
600
Tower Research Capital (TRC)
New York
$19K -$32.3K -416 -63%