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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 %
GHCM
201
Glen Harbor Capital Management
California
$5.31M +$176K +2,754 +3%
MPM
202
Meritage Portfolio Management
Kansas
$5.11M -$79.1K -1,240 -2%
Rafferty Asset Management
203
Rafferty Asset Management
New York
$5.11M +$1.2M +18,838 +31%
GIA
204
Gateway Investment Advisers
Ohio
$5.08M -$173K -2,716 -3%
US Bancorp
205
US Bancorp
Minnesota
$4.98M -$2.23K -35 -0%
MLICM
206
Metropolitan Life Insurance Company (MetLife)
New York
$4.93M -$7.44M -116,648 -60%
SRC
207
Shufro Rose & Co
New York
$4.9M +$2.57M +40,300 +110%
HIMCH
208
Hartford Investment Management Co (HIMCO)
Connecticut
$4.88M -$202K -3,174 -4%
CWM
209
CIBC World Markets
New York
$4.77M +$1.35M +21,111 +39%
FA
210
FDx Advisors
Illinois
$4.76M -$205K -3,209 -4%
CIBC Asset Management
211
CIBC Asset Management
Ontario, Canada
$4.71M -$93.7K -1,470 -2%
NAM
212
Nissay Asset Management
Japan
$4.61M +$4.61M +72,353 New
MOACM
213
Mutual of America Capital Management
New York
$4.47M -$322K -5,050 -7%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$4.46M +$149K +2,337 +3%
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.42M +$8.42K +132 +0.2%
MCIM
216
Meadow Creek Investment Management
Georgia
$4.37M +$145K +2,268 +3%
VHAM
217
Van Hulzen Asset Management
California
$4.36M +$147K +2,311 +4%
ECM
218
EII Capital Management
New York
$4.23M -$1.45M -22,701 -25%
CIA
219
Capital Investment Advisors
Georgia
$4.2M +$90.4K +1,418 +2%
XK
220
Xact Kapitalforvaltning
Sweden
$4.02M +$316K +4,960 +9%
SWP
221
Stratos Wealth Partners
Ohio
$4.02M -$49.8K -781 -1%
AMG
222
Advisors Management Group
Wisconsin
$3.99M -$44.3K -694 -1%
GCM
223
Garland Capital Management
Washington
$3.92M +$58.2K +912 +2%
Nomura Holdings
224
Nomura Holdings
Japan
$3.89M +$2.66M +41,675 +215%
Los Angeles Capital Management
225
Los Angeles Capital Management
California
$3.85M +$1.93M +30,251 +100%