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Welltower

859 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
+43
Holders Change %
+5.27%
% of All Funds
16.96%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
122
Increased
325
Reduced
282
Closed
66
Calls
$43.5M
Puts
$58.1M
Net Calls
-$14.6M
Net Calls Change
+$2.67M
Name Holding Trade Value Shares
Change
Shares
Change %
ACG
626
Allen Capital Group
Nebraska
$268K -$10.6K -130 -4%
ONB
627
Old National Bancorp
Indiana
$263K +$28.6K +350 +12%
EMG
628
ETF Managers Group
New Jersey
$262K +$61.7K +761 +31%
CFA
629
Carroll Financial Associates
North Carolina
$261K +$41K +502 +19%
TMAM
630
Tokio Marine Asset Management
Japan
$259K -$112K -1,373 -30%
CTA
631
Colonial Trust Advisors
South Carolina
$258K -$41K -500 -14%
WAP
632
Wealthcare Advisory Partners
Pennsylvania
$255K -$156K -1,904 -38%
JWCA
633
J.W. Cole Advisors
Florida
$255K +$255K +3,123 New
FTIOP
634
Fiduciary Trust International of Pennsylvania
Pennsylvania
$254K
SCM
635
Shelton Capital Management
Colorado
$253K
Lazard Asset Management
636
Lazard Asset Management
New York
$253K +$32.9K +404 +15%
PFS
637
Prospera Financial Services
Texas
$252K -$14.3K -175 -5%
WC
638
Whitnell & Co
Illinois
$250K
CT
639
Clearstead Trust
Maine
$249K
GLA
640
Good Life Advisors
Pennsylvania
$247K +$21.9K +273 +10%
DAC
641
Dividend Assets Capital
South Carolina
$245K
IWS
642
Insight Wealth Strategies
California
$243K +$243K +2,976 New
S
643
SignatureFD
Georgia
$242K -$4.08K -50 -2%
LS
644
Livforsakringsbolaget Skandia
Sweden
$241K -$123K -1,500 -34%
Parallax Volatility Advisers
645
Parallax Volatility Advisers
California
$241K +$241K +2,953 New
SS
646
Sunbelt Securities
Texas
$238K +$163 +2 +0.1%
BI
647
Ballast Inc
Kentucky
$235K -$31K -380 -12%
OIA
648
Optimum Investment Advisors
Illinois
$235K
GCP
649
GSA Capital Partners
United Kingdom
$234K +$234K +2,863 New
ECA
650
Elevated Capital Advisors
Utah
$232K +$232K +2,834 New