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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 %
OAM
126
Oppenheimer Asset Management
New York
$11.1M +$1.04M +22,711 +10%
GC
127
Guggenheim Capital
Illinois
$10.8M +$1.4M +30,481 +15%
ASRS
128
Arizona State Retirement System
Arizona
$10.6M +$3.24M +70,842 +44%
DSA
129
Davis Selected Advisers
Arizona
$10.6M +$3.52M +76,850 +49%
Voloridge Investment Management
130
Voloridge Investment Management
Florida
$10.4M +$6.83M +149,088 +193%
ERSOT
131
Employees Retirement System of Texas
Texas
$10.2M +$791K +17,287 +8%
MIS
132
Morningstar Investment Services
Illinois
$9.67M +$25.4K +539 +0.3%
Zurich Cantonal Bank
133
Zurich Cantonal Bank
Switzerland
$9.66M +$893K +19,502 +10%
AFA
134
American Financial Advisors
Georgia
$9.44M +$2.85M +62,103 +43%
BHC
135
Bowen Hanes & Co
Florida
$9.31M +$7.86M +171,730 +543%
VAM
136
Veritas Asset Management
United Kingdom
$9.3M -$8.03M -175,300 -46%
TCM
137
Tekla Capital Management
Massachusetts
$9.3M +$524K +11,437 +6%
AFG
138
American Financial Group
Ohio
$9.08M +$9.08M +198,440 New
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$8.68M +$3.3M +72,010 +61%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$8.57M +$108K +2,363 +1%
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$8.53M +$738K +16,122 +9%
Thrivent Financial for Lutherans
142
Thrivent Financial for Lutherans
Minnesota
$8.19M -$746K -16,300 -8%
Retirement Systems of Alabama
143
Retirement Systems of Alabama
Alabama
$8.17M +$1.88K +41 +0%
Osaic Holdings
144
Osaic Holdings
Arizona
$7.93M +$7.93M +234,196 New
Calamos Advisors
145
Calamos Advisors
Illinois
$7.78M -$2.76M -60,332 -26%
Comerica Bank
146
Comerica Bank
Texas
$7.56M +$348K +7,909 +5%
FP
147
Foundry Partners
Minnesota
$7.49M +$24K +525 +0.3%
AIG
148
American International Group
New York
$7.28M +$69.3K +1,513 +1%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$7.13M -$206K -4,370 -3%
MSL
150
Mackay Shields LLC
New York
$6.85M -$2.51M -54,817 -27%