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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 %
ECM
601
Estabrook Capital Management
New York
$18.9K
EWM
602
Evercore Wealth Management
New York
$17K -$76.5K -990 -82%
DSC
603
Duncker Streett & Co
Missouri
$17K
CPIG
604
Chicago Partners Investment Group
Illinois
$16K +$16K +215 New
FMB
605
Field & Main Bank
Kentucky
$15K +$15K +200 New
IMS
606
Index Management Solutions
Pennsylvania
$14K -$292K -3,822 -95%
NSIM
607
North Star Investment Management
Illinois
$14K +$14K +185 New
BC
608
Bartlett & Co
Ohio
$14K +$14K +190 New
KIG
609
Kessler Investment Group
Indiana
$12K -$5.39K -70 -31%
M
610
MOTCO
Texas
$12K
ECM
611
Exchange Capital Management
Michigan
$11K +$152 +2 +1%
OC
612
Oakworth Capital
Alabama
$10K
BRWA
613
B. Riley Wealth Advisors
Florida
$8.5K +$2.57K +8,716 +43%
WA
614
Waverly Advisors
Alabama
$8K -$6.46K -88 -45%
MSFP
615
Mark Sheptoff Financial Planning
Connecticut
$8K
TCOV
616
Trust Company of Vermont
Vermont
$8K
KCM
617
Karp Capital Management
California
$8K +$8K +100 New
CTB
618
Country Trust Bank
Illinois
$7.57K
First Manhattan
619
First Manhattan
New York
$7K
RIA
620
Regal Investment Advisors
Michigan
$6K -$10K -125 -63%
CWM
621
Cranbrook Wealth Management
Michigan
$6K +$6K +74 New
RNS
622
Robert N. Shapiro
$5K +$1.02K +18 +26%
TFO
623
Tarbox Family Office
California
$3K -$457 -7 -13%
CMBA
624
C.M. Bidwell & Associates
Hawaii
$3K
TF
625
Tompkins Financial
New York
$3K +$3K +35 New