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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 %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$12.1M +$1.2M +21,748 +11%
TAF
127
Tredje AP-fonden
Sweden
$12.1M
AFA
128
American Financial Advisors
Georgia
$11.9M -$400K -7,263 -3%
APG Asset Management
129
APG Asset Management
Netherlands
$11.8M -$193K -4,100 -2%
VOYA Investment Management
130
VOYA Investment Management
Georgia
$11.6M -$289K -5,237 -2%
AQR Capital Management
131
AQR Capital Management
Connecticut
$11.6M -$5.06M -91,795 -30%
AG
132
Aperio Group
California
$11.4M +$538K +9,765 +5%
Citadel Advisors
133
Citadel Advisors
Florida
$11.3M -$14.3M -259,232 -56%
TCM
134
Tekla Capital Management
Massachusetts
$11.2M
Fidelity International
135
Fidelity International
Bermuda
$11.1M -$2.54M -46,128 -19%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$11M +$1.19M +21,615 +12%
Janus Henderson Group
137
Janus Henderson Group
United Kingdom
$10.9M -$3.01M -54,553 -22%
SOADOR
138
State of Alaska Department of Revenue
Alaska
$10.5M -$135K -2,448 -1%
KeyBank National Association
139
KeyBank National Association
Ohio
$10.3M -$2.33M -42,287 -18%
VAM
140
Veritas Asset Management
United Kingdom
$10.3M
MIS
141
Morningstar Investment Services
Illinois
$10.2M -$574K -10,529 -5%
Korea Investment Corp
142
Korea Investment Corp
South Korea
$10.2M -$7.84M -142,300 -44%
RJFSA
143
Raymond James Financial Services Advisors
Florida
$9.95M -$708K -12,858 -7%
Stifel Financial
144
Stifel Financial
Missouri
$9.52M -$1.07M -19,483 -10%
Retirement Systems of Alabama
145
Retirement Systems of Alabama
Alabama
$9.27M -$568K -10,309 -6%
Treasurer of the State of North Carolina
146
Treasurer of the State of North Carolina
North Carolina
$8.8M -$16.5K -300 -0.2%
Truist Financial
147
Truist Financial
North Carolina
$8.5M -$1.68M -30,577 -17%
DekaBank Deutsche Girozentrale
148
DekaBank Deutsche Girozentrale
Germany
$8.24M -$1.71M -31,882 -17%
Royal London Asset Management
149
Royal London Asset Management
United Kingdom
$8.24M
CC
150
Cannell & Co
New York
$8.23M -$103K -1,874 -1%