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Welltower

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
676
Oakworth Capital
Alabama
$8K
JWA
677
JFS Wealth Advisors
Pennsylvania
$8K
EFSCE
678
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$2.19K -35 -24%
MSFP
679
Mark Sheptoff Financial Planning
Connecticut
$7K
IIC
680
Integrated Investment Consultants
Michigan
$7K
LWM
681
LBA Wealth Management
Florida
$7K
PSW
682
Portfolio Strategies (Washington)
Washington
$7K +$7K +100 New
IWA
683
IBEX Wealth Advisors
New Jersey
$7K +$7K +101 New
First Manhattan
684
First Manhattan
New York
$6K -$65.9K -1,000 -92%
RFM
685
Royal Fund Management
Florida
$6K +$6K +95 New
AW
686
Alpha Windward
Massachusetts
$5K
ACM
687
Armbruster Capital Management
New York
$5K +$5K +80 New
QCG
688
Quadrant Capital Group
Ohio
$4K -$3.45K -69 -46%
FMP
689
Financial Management Professionals
Texas
$4K
SLF
690
Sun Life Financial
Ontario, Canada
$3.18K +$3.18K +213 New
PCP
691
Proficio Capital Partners
Massachusetts
$3K -$1K -15 -25%
JIR
692
James Investment Research
Ohio
$3K
NCM
693
New Capital Management
Texas
$3K +$3K +50 New
IF
694
Ironwood Financial
Arizona
$2K
PFGIA
695
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2K +30 New
OFW
696
Omnia Family Wealth
Florida
$2K +$2K +30 New
LS
697
Livforsakringsbolaget Skandia
Sweden
$1.6K +$747 +11,162 +87%
TFO
698
Tarbox Family Office
California
$1K
WIM
699
Westside Investment Management
California
$996 +$996 +15 New
GVT
700
Genesee Valley Trust
New York
$326 +$33 +490 +11%