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Welltower

699 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 231 increasing their positions, 308 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
-29
Holders Change %
-3.98%
% of All Funds
14.14%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
52
Increased
231
Reduced
308
Closed
74
Calls
$121M
Puts
$83.2M
Net Calls
+$38.1M
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Shares
Change %
CHAM
601
Clear Harbor Asset Management
Connecticut
$27.5K +$27.5K +500 New
PFGIA
602
Patriot Financial Group Insurance Agency
Massachusetts
$27K +$4.79K +86 +22%
EFSCE
603
Enterprise Financial Services Corp (EFSC)
Missouri
$26K -$1.61K -30 -6%
GTAM
604
Global Trust Asset Management
Florida
$25K
NICM
605
Neo Ivy Capital Management
New York
$25K +$6.04K +113 +32%
HPC
606
HM Payson & Co
Maine
$24K -$3.71K -67 -13%
TFS
607
TrustCore Financial Services
Tennessee
$24K
CFFP
608
Center for Financial Planning
Michigan
$24K
CFD
609
Creative Financial Designs
Indiana
$22K
FFA
610
Founders Financial Alliance
North Carolina
$22K +$22K +400 New
EIP
611
Ellis Investment Partners
Pennsylvania
$21K +$220 +4 +1%
HFS
612
Horizon Financial Services
North Carolina
$21K +$21K +382 New
WAS
613
Winch Advisory Services
Wisconsin
$20K -$1.75K -31 -8%
AA
614
Advisory Alpha
Michigan
$20K +$20K +350 New
SWA
615
Sutton Wealth Advisors
Florida
$19.1K
JFA
616
JNBA Financial Advisors
Minnesota
$19K
SCM
617
Silvant Capital Management
Georgia
$19K
VNA
618
Valley National Advisers
Pennsylvania
$19K +$8.14K +150 +75%
HWA
619
Heritage Wealth Advisors
Virginia
$18.2K
TCM
620
Tradewinds Capital Management
Washington
$18K -$764 -14 -4%
RCA
621
Ranch Capital Advisors
Florida
$18K
MCM
622
MV Capital Management
Maryland
$17K -$5.67K -100 -25%
MHR
623
Matthew Hamilton Rosenberg
$17K
ADL
624
Asset Dedication LLC
California
$17K
HGWM
625
Harvest Group Wealth Management
Massachusetts
$17K