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Welltower

711 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

Holders
711
Holders Change
-5
Holders Change %
-0.7%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
48
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TG
676
TLP Group
Illinois
$18K -$214K -3,044 -92%
SFG
677
SevenBridge Financial Group
Pennsylvania
$18K
RFS
678
Rockefeller Financial Services
New York
$18K +$18K +260 New
BWM
679
Baystate Wealth Management
Massachusetts
$17K -$1.36K -20 -7%
BBHC
680
Brown Brothers Harriman & Co
New York
$17K
TIM
681
Tortoise Investment Management
New York
$17K
FMTCOCP
682
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15.8K -$61.5K -875 -80%
AIM
683
Anchor Investment Management
South Carolina
$14.1K
ECM
684
Estabrook Capital Management
New York
$14.1K
VIA
685
Vantage Investment Advisors
Pennsylvania
$14K
JCM
686
Jacobi Capital Management
Pennsylvania
$14K
MRCM
687
M&R Capital Management
New Jersey
$9K
PCP
688
Proficio Capital Partners
Massachusetts
$8K -$5.08K -73 -39%
PFSC
689
Peoples Financial Services Corp
Pennsylvania
$8K
MSFP
690
Mark Sheptoff Financial Planning
Connecticut
$7K
SAM
691
Solaris Asset Management
New York
$7K
EFSCE
692
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
VFA
693
Valeo Financial Advisors
Indiana
$7K +$7K +96 New
First Manhattan
694
First Manhattan
New York
$6K
Parallax Volatility Advisers
695
Parallax Volatility Advisers
California
$6K +$6K +89 New
CHC
696
City Holding Co
West Virginia
$5K
JWA
697
JFS Wealth Advisors
Pennsylvania
$4K -$4.77K -68 -54%
MIM
698
Macroview Investment Management
Maryland
$4K
FMP
699
Financial Management Professionals
Texas
$4K
NCM
700
New Capital Management
Texas
$4K