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Welltower

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CFA
601
Carroll Financial Associates
North Carolina
$29K
RCG
602
Ruggie Capital Group
Florida
$29K
Manulife (Manufacturers Life Insurance)
603
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$27.6K +$987 +12,754 +4%
EFSCE
604
Enterprise Financial Services Corp (EFSC)
Missouri
$26K
IWC
605
Integrated Wealth Counsel
California
$25K +$25K +320 New
SC
606
Saturna Capital
Washington
$23K
TCM
607
Tradewinds Capital Management
Washington
$23K -$23K
RIM
608
Ranger International Management
Illinois
$22K
GWM
609
Gupta Wealth Management
California
$22K +$22K +287 New
JWA
610
JFS Wealth Advisors
Pennsylvania
$21K -$303 -4 -1%
CAW
611
Cornerstone Advisors (Washington)
Washington
$20K +$18.1K +239 +956%
ECM
612
Estabrook Capital Management
New York
$19.3K
DSC
613
Duncker Streett & Co
Missouri
$18K
CPIG
614
Chicago Partners Investment Group
Illinois
$17K +$386 +5 +2%
HR
615
Howe & Rusling
New York
$16K +$13.4K +168 +509%
BC
616
Bartlett & Co
Ohio
$15K
NSIM
617
North Star Investment Management
Illinois
$15K +$395 +5 +3%
M
618
MOTCO
Texas
$13K
FMB
619
Field & Main Bank
Kentucky
$12K -$4K -50 -25%
OC
620
Oakworth Capital
Alabama
$10K
MSFP
621
Mark Sheptoff Financial Planning
Connecticut
$8K
KCM
622
Karp Capital Management
California
$8K
TCOV
623
Trust Company of Vermont
Vermont
$8K
First Manhattan
624
First Manhattan
New York
$7K
S
625
SignatureFD
Georgia
$6K +$6K +78 New