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Welltower

594 hedge funds and large institutions have $20.7B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 215 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $97.9M | Put options by funds: $30.9M

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

9% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 215

1% less capital invested

Capital invested by funds: $20.9B → $20.7B (-$127M)

3% less funds holding

Funds holding: 614594 (-20)

3.42% less ownership

Funds ownership: 91.52%88.1% (-3.4%)

18% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 84

Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.59%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
69
Increased
235
Reduced
215
Closed
84
Calls
$97.9M
Puts
$30.9M
Net Calls
+$67M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
651
Murphy Capital Management
New Jersey
-$317K -4,832 Closed
Verition Fund Management
652
Verition Fund Management
Connecticut
-$305K -4,640 Closed
CEP
653
Chicago Equity Partners
Illinois
-$297K -4,525 Closed
ACM
654
Alethea Capital Management
Washington
-$284K -4,321 Closed
BSA
655
Braun Stacey Associates
New York
-$282K -4,300 Closed
HCM
656
Howland Capital Management
Massachusetts
-$278K -4,230 Closed
HIM
657
Hermes Investment Management
United Kingdom
-$276K -4,200 Closed
WA
658
WESPAC Advisors
California
-$250K -3,812 Closed
PFPT
659
Pinnacle Financial Partners (Tennessee)
Tennessee
-$239K -3,629 Closed
VFS
660
VSR Financial Services
Kansas
-$232K -3,529 Closed
EAMA
661
EFG Asset Management (Americas)
Florida
-$245K -3,481 Closed
MCWS
662
McKinley Carter Wealth Services
West Virginia
-$208K -3,169 Closed
PI
663
PineBridge Investments
New York
-$168K -2,562 Closed
ST
664
Smithfield Trust
Pennsylvania
-$151K -2,303 Closed
CLOS
665
Compagnie Lombard Odier SCmA
Switzerland
-$120K -1,830 Closed
WTB
666
Washington Trust Bank
Washington
-$106K -1,613 Closed
AGM
667
Alpine Global Management
New York
-$104K -1,584 Closed
FANJ
668
Financial Architects (New Jersey)
New Jersey
-$90K -1,371 Closed
BCM
669
Blume Capital Management
California
-$66K -1,000 Closed
CAL
670
Capital Analysts LLC
Pennsylvania
-$61.7K -940 Closed
RCG
671
Ruggie Capital Group
Florida
-$25K -380 Closed
EDRH
672
Edmond de Rothschild Holding
Switzerland
-$16K -250 Closed
EDRS
673
Edmond de Rothschild (Suisse)
Switzerland
-$16K -250 Closed
FHA
674
First Horizon Advisors
Tennessee
-$15K -230 Closed
P
675
Palladiem
Pennsylvania
-$14K -207 Closed