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Welltower

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
576
B. Riley Wealth Advisors
Florida
$209K -$1.04M -15,423 -83%
GA
577
Geneva Advisors
Illinois
$209K -$11.7K -175 -5%
IIC
578
Ironwood Investment Counsel
Arizona
$208K
UFG
579
United Fire Group
Iowa
$207K
WF
580
Welch & Forbes
Massachusetts
$204K
SCM
581
Shelton Capital Management
Colorado
$202K +$202K +3,024 New
PIM
582
Parasol Investment Management
Illinois
$194K
ST
583
Spot Trading
Illinois
$190K -$232K -3,461 -55%
M
584
MOTCO
Texas
$186K
WEC
585
Winslow Evans & Crocker
Massachusetts
$175K
ST
586
Smithfield Trust
Pennsylvania
$167K
MIFH
587
Migdal Insurance & Financial Holdings
Israel
$164K +$164K +2,492 New
MC
588
Muzinich & Co
New York
$146K -$84.9K -1,268 -37%
Bessemer Group
589
Bessemer Group
New Jersey
$145K +$111K +1,666 +328%
KTC
590
Kistler-Tiffany Companies
Pennsylvania
$138K -$46K -686 -25%
BTIS
591
BB&T Investment Services
North Carolina
$138K +$138K +2,097 New
MFW
592
Mosaic Family Wealth
Missouri
$134K +$67K +1,000 +100%
CF
593
CenterStar Fund
Illinois
$125K -$13K
CFN
594
Cordasco Financial Network
Florida
$112K -$91.4K -1,371 -45%
PHK
595
Point72 Hong Kong
Hong Kong
$111K -$256K -3,837 -70%
AIM
596
Advantage Investment Management
Iowa
$110K +$6.83K +102 +7%
HFM
597
Hartford Financial Management
Connecticut
$107K
FIB
598
First Interstate Bank
Montana
$107K
BFEC
599
Benjamin F. Edwards & Company
Missouri
$107K +$21.4K +320 +25%
PVH
600
Psagot Value Holdings
Israel
$100K -$20K -300 -17%