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Welltower

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
601
Miles Capital
Iowa
$205K +$205K +2,735 New
AP
602
Appleton Partners
Massachusetts
$204K +$204K +2,725 New
Group One Trading
603
Group One Trading
Illinois
$202K +$202K +2,705 New
ED
604
Exane Derivatives
France
$200K -$325K -4,349 -62%
DZ Bank
605
DZ Bank
Germany
$197K +$104K +1,393 +112%
ST
606
Smithfield Trust
Pennsylvania
$183K
MC
607
Muzinich & Co
New York
$163K
KTC
608
Kistler-Tiffany Companies
Pennsylvania
$154K
MFW
609
Mosaic Family Wealth
Missouri
$150K
GRP
610
Global Retirement Partners
California
$144K +$34.3K +457 +31%
EWM
611
Evercore Wealth Management
New York
$142K -$197K -2,634 -58%
GWM
612
Geneos Wealth Management
Colorado
$137K -$73.2K -980 -35%
MIFH
613
Migdal Insurance & Financial Holdings
Israel
$136K -$12.2K -164 -8%
LNB
614
Ledyard National Bank
$136K
ASN
615
Advisory Services Network
Georgia
$123K -$13.7K -182 -10%
FIB
616
First Interstate Bank
Montana
$120K
HFM
617
Hartford Financial Management
Connecticut
$119K
TCOV
618
Trust Company of Vermont
Vermont
$112K
LCM
619
Laurion Capital Management
New York
$112K +$112K +1,500 New
Bessemer Group
620
Bessemer Group
New Jersey
$106K +$52.4K +698 +98%
WHG
621
Westwood Holdings Group
Texas
$94K +$94K +1,250 New
WEC
622
Winslow Evans & Crocker
Massachusetts
$92.1K -$75.2K -1,004 -45%
AIM
623
Arcadia Investment Management
Michigan
$90K -$13.6K -181 -13%
SBL
624
Sargent Bickham Lagudis
Colorado
$87K +$59.7K +800 +219%
CFN
625
Cordasco Financial Network
Florida
$86K -$21.3K -283 -20%