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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 %
AIL
601
AGF Investments LLC
Ontario, Canada
$95K +$95K +1,426 New
GLI
602
Guardian Life Insurance
New York
$93K +$3.62K +54 +4%
AIM
603
Arcadia Investment Management
Michigan
$93K +$37.3K +555 +67%
SFG
604
SevenBridge Financial Group
Pennsylvania
$90K
MA
605
MUFG Americas
New York
$89K -$89K -1,333 -50%
FMTCOCP
606
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$85.3K +$85.3K +1,275 New
LNB
607
Ledyard National Bank
$85K
IR
608
Invictus RG
Bermuda
$84K -$250K -3,717 -75%
CAL
609
Capital Analysts LLC
Pennsylvania
$73K -$1.01K -15 -1%
DSC
610
Duncker Streett & Co
Missouri
$72K -$7.05K -105 -9%
FANJ
611
Financial Architects (New Jersey)
New Jersey
$72K +$404 +6 +0.6%
TCOV
612
Trust Company of Vermont
Vermont
$71K
PIA
613
Piedmont Investment Advisors
North Carolina
$68.3K +$68.2K +1,019 +50,950%
MCA
614
Mercer Capital Advisers
New Jersey
$67K
BAM
615
Bruderman Asset Management
New York
$67K
HFM
616
Harvest Fund Management
China
$67K +$67K +1,002 New
HDIM
617
Hanson & Doremus Investment Management
Vermont
$66.9K
Simplex Trading
618
Simplex Trading
Illinois
$65K +$65K +977 New
IDBONY
619
Israel Discount Bank of New York
New York
$60K +$60K +900 New
CG
620
Cutler Group
California
$58K +$58K +877 New
EA
621
Edge Advisors
Georgia
$58K +$58K +877 New
GRP
622
Global Retirement Partners
California
$57K +$57K +853 New
SSB
623
Sandy Spring Bank
Maryland
$56K -$11K -166 -16%
RIM
624
Ranger International Management
Illinois
$55K
Carson Wealth (CWM LLC)
625
Carson Wealth (CWM LLC)
Nebraska
$54K +$17.3K +260 +47%