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Welltower

699 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 231 increasing their positions, 308 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
699
Holders Change
-29
Holders Change %
-3.98%
% of All Funds
14.14%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.26%
New
52
Increased
231
Reduced
308
Closed
74
Calls
$121M
Puts
$83.2M
Net Calls
+$38.1M
Net Calls Change
-$438K
Name Holding Trade Value Shares
Change
Shares
Change %
PVH
676
Psagot Value Holdings
Israel
$3K
RWG
677
Regal Wealth Group
California
$3K +$59 +1 +2%
AWM
678
Adams Wealth Management
Utah
$3K +$3K +47 New
BCWM
679
Bartlett & Co Wealth Management
Ohio
$2.76K
SIM
680
Sonora Investment Management
Arizona
$2K
HR
681
Howe & Rusling
New York
$2K
FMP
682
Financial Management Professionals
Texas
$2K
BWM
683
BerganKDV Wealth Management
Minnesota
$2K
IF
684
Ironwood Financial
Arizona
$2K
TFA
685
Transamerica Financial Advisors
Florida
$2K +$1.91K +20 +2,000%
Millennium Management
686
Millennium Management
New York
$1.38K -$14.5K -262,998 -91%
CHC
687
City Holding Co
West Virginia
$1K -$3K -75 -75%
CAGAS
688
Capital Advisory Group Advisory Services
Minnesota
$1K
BHWM
689
Bay Harbor Wealth Management
Maryland
$1K
RIA
690
RPG Investment Advisory
California
$1K
CA
691
Crewe Advisors
Utah
$1K +$1K +23 New
FHC
692
First Horizon Corporation
Tennessee
$1K +$1K +32 New
SXL
693
Summit X LLC
Missouri
$661 +$661 +529 New
Koshinski Asset Management
694
Koshinski Asset Management
Illinois
$226 +$226 +4,041 New
FCA
695
FinTrust Capital Advisors
South Carolina
$25 -$1 -14 -3%
Renaissance Technologies
696
Renaissance Technologies
New York
-$9.75M -188,463 Closed
Marshall Wace
697
Marshall Wace
United Kingdom
-$8.35M -161,303 Closed
VLKIM
698
Van Lanschot Kempen Investment Management
Netherlands
-$7.2M -139,173 Closed
ORIO
699
Old Republic International (ORI)
Illinois
-$5.43M -105,000 Closed
Squarepoint
700
Squarepoint
New York
-$4.79M -92,605 Closed