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Welltower

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
701
MV Capital Management
Maryland
$26K
GBBWRPM
702
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$26K
AIM
703
Anchor Investment Management
South Carolina
$25.5K +$12.8K +200 +100%
FMTCOCP
704
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25.2K +$10.8K +170 +76%
CAW
705
Cornerstone Advisors (Washington)
Washington
$24K -$317 -5 -1%
SBL
706
Sargent Bickham Lagudis
Colorado
$24K
SWA
707
Sutton Wealth Advisors
Florida
$23.9K -$446 -7 -2%
KA
708
Kaizen Advisory
Illinois
$23K +$23K +357 New
CHP
709
Cable Hill Partners
Oregon
$21K -$167K -2,663 -89%
ST
710
Sageworth Trust
Pennsylvania
$21K +$2.31K +37 +12%
PWM
711
Paulson Wealth Management
Illinois
$20K +$20K +310 New
WPA
712
West Paces Advisors
Georgia
$19.5K -$1.85K -29 -9%
KF
713
Krilogy Financial
Missouri
$19K -$19K -300 -50%
GT
714
Greenleaf Trust
Michigan
$19K -$1.41K -22 -7%
LC
715
Landaas & Company
Wisconsin
$19K
CBT
716
Capital Bank & Trust
California
$19K
AAP
717
Arax Advisory Partners
Colorado
$18K -$10.9K -175 -38%
TFO
718
Tarbox Family Office
California
$18K -$1.4K -22 -7%
FPFS
719
First Personal Financial Services
North Carolina
$18K -$20K
WAS
720
Winch Advisory Services
Wisconsin
$18K +$194 +3 +1%
VCM
721
Versant Capital Management
Arizona
$18K +$18K +290 New
RFS
722
Rockefeller Financial Services
New York
$17K
PS
723
Portfolio Solutions
Michigan
$17K
FGC
724
Financial Gravity Companies
Texas
$17K +$17K +281 New
SFG
725
SevenBridge Financial Group
Pennsylvania
$16K