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Welltower

594 hedge funds and large institutions have $20.7B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 215 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $97.9M | Put options by funds: $30.9M

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

9% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 215

1% less capital invested

Capital invested by funds: $20.9B → $20.7B (-$127M)

3% less funds holding

Funds holding: 614594 (-20)

3.42% less ownership

Funds ownership: 91.52%88.1% (-3.4%)

18% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 84

Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.59%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
69
Increased
235
Reduced
215
Closed
84
Calls
$97.9M
Puts
$30.9M
Net Calls
+$67M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
M
576
MOTCO
Texas
$11K
TRCT
577
Tower Research Capital (TRC)
New York
$11K +$11.2K +167 New
AIM
578
Advantage Investment Management
Iowa
$11K +$11.3K +169 New
ZB
579
Zions Bancorporation
Utah
$8K -$24.3K -364 -73%
VIA
580
Vident Investment Advisory
Georgia
$8K -$11.2K -167 -60%
JWA
581
JFS Wealth Advisors
Pennsylvania
$8K -$10.2K -152 -55%
TCOV
582
Trust Company of Vermont
Vermont
$7K -$2.4K -36 -26%
KCM
583
Karp Capital Management
California
$7K
MSFP
584
Mark Sheptoff Financial Planning
Connecticut
$7K
EAM
585
Eventide Asset Management
Massachusetts
$7K +$6.68K +100 New
CCS
586
Crosspoint Capital Strategies
California
$6K +$5.54K +83 New
QCG
587
Quadrant Capital Group
Ohio
$5K +$7.08K +106 New
OSAM
588
O'Shaughnessy Asset Management
Connecticut
$3K -$4.14K -62 -59%
KIG
589
Kessler Investment Group
Indiana
$3K -$2.67K -40 -50%
BCMIO
590
Beacon Capital Management Inc (Ohio)
Ohio
$3K
HR
591
Howe & Rusling
New York
$3K
TFO
592
Tarbox Family Office
California
$3K
RPG
593
Risk Paradigm Group
Texas
$2.51K +$2.47K +37 New
IF
594
Ironwood Financial
Arizona
$2K
FNBOO
595
First National Bank of Omaha
Nebraska
$1.35K +$93.3K +1,397 +8%
EWM
596
Edge Wealth Management
New York
$1K
Schroder Investment Management Group
597
Schroder Investment Management Group
United Kingdom
-$49.5M -752,590 Closed
TD Asset Management
598
TD Asset Management
Ontario, Canada
-$28.3M -431,671 Closed
EA
599
Euclid Advisors
Connecticut
-$26.2M -398,667 Closed
ACI
600
AMP Capital Investors
Australia
-$22.7M -344,880 Closed