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Welltower

749 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 300 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-110
Holders Change %
-12.81%
% of All Funds
16.55%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.13%
New
78
Increased
275
Reduced
300
Closed
178
Calls
$54.5M
Puts
$63.5M
Net Calls
-$9.05M
Net Calls Change
+$5.51M
Name Holding Trade Value Shares
Change
Shares
Change %
NIT
651
NumerixS Investment Technologies
British Columbia, Canada
$23K -$138K -3,001 -86%
HPC
652
HM Payson & Co
Maine
$23K -$14.9K -323 -39%
NSIM
653
North Star Investment Management
Illinois
$23K
MWA
654
Moser Wealth Advisors
Washington
$23K
HCM
655
Highlander Capital Management
New Jersey
$23K
MPWT
656
MassMutual Private Wealth & Trust
Connecticut
$22K -$1.8K -40 -8%
GI
657
Gradient Investments
Minnesota
$22K
FCA
658
FinTrust Capital Advisors
South Carolina
$22K
GTAM
659
Global Trust Asset Management
Florida
$21K
BCWM
660
Bartlett & Co Wealth Management
Ohio
$20.1K
FWM
661
FSA Wealth Management
Massachusetts
$20K -$9.32K -200 -32%
TFS
662
TrustCore Financial Services
Tennessee
$20K -$3.26K -72 -14%
EFSCE
663
Enterprise Financial Services Corp (EFSC)
Missouri
$20K -$2.36K -51 -11%
CFFP
664
Center for Financial Planning
Michigan
$20K
MAM
665
Meeder Asset Management
Ohio
$20K +$20K +434 New
BC
666
Bartlett & Co
Ohio
$20K +$20K +440 New
CBT
667
Capital Bank & Trust
California
$19K -$12.7K -278 -40%
TCM
668
Tradewinds Capital Management
Washington
$19K +$1.53K +34 +9%
ClearBridge Investments
669
ClearBridge Investments
New York
$18K -$11.9K -265 -40%
MCM
670
MV Capital Management
Maryland
$18K
AA
671
Advisory Alpha
Michigan
$17K -$2.67K -62 -14%
WAS
672
Winch Advisory Services
Wisconsin
$17K +$179 +4 +1%
JFA
673
JNBA Financial Advisors
Minnesota
$16K
SCM
674
Silvant Capital Management
Georgia
$16K
HWA
675
Heritage Wealth Advisors
Virginia
$15.1K -$30.4K -665 -67%