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Welltower

582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 20

114% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $22.9M

57% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 164

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

11% more capital invested

Capital invested by funds: $15.3B → $17B (+$1.66B)

9% more funds holding

Funds holding: 535582 (+47)

0.82% more ownership

Funds ownership: 87.92%88.74% (+0.82%)

Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.73%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
71
Increased
258
Reduced
164
Closed
20
Calls
$49.1M
Puts
$22.9M
Net Calls
+$26.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Elite Wealth Management
Washington
-$27K -459 Closed
CCM
602
Carderock Capital Management
Maryland
-$21K -350 Closed
ST
603
SpiderRock Trading
Illinois
-$6K