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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 %
HEIP
201
Hudson Edge Investment Partners
New Jersey
$3.9M -$1.26M -22,854 -24%
KFP
202
KMG Fiduciary Partners
Ohio
$3.8M -$377K -6,838 -9%
PG
203
Pendal Group
Australia
$3.77M +$788K +14,309 +26%
VI
204
Vestcor Inc
New Brunswick, Canada
$3.74M +$270K +4,907 +8%
PAM
205
Private Asset Management
California
$3.71M +$362K +6,570 +11%
SAM
206
Sompo Asset Management
Japan
$3.69M -$58.4K -1,060 -2%
NAM
207
North American Management
Massachusetts
$3.65M +$157K +2,842 +4%
FRAF
208
Första AP-fonden
Sweden
$3.59M +$474K +8,600 +15%
Susquehanna International Group
209
Susquehanna International Group
Pennsylvania
$3.49M -$4.33M -78,673 -55%
VanEck Associates
210
VanEck Associates
New York
$3.39M -$1.76M -31,896 -34%
AMG
211
Advisors Management Group
Wisconsin
$3.33M -$17.4K -315 -0.5%
Jane Street
212
Jane Street
New York
$3.33M -$11.8M -213,587 -78%
MSA
213
Mason Street Advisors
Wisconsin
$3.23M -$54.5K -990 -2%
JPMPWA
214
J.P. Morgan Private Wealth Advisors
California
$3.21M -$453K -8,228 -12%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$3.19M +$43.9K +796 +1%
Nordea Investment Management
216
Nordea Investment Management
Sweden
$3.18M -$3.29M -58,893 -51%
WLPWM
217
Walled Lake Planning & Wealth Management
Illinois
$3.13M +$3.8K +69 +0.1%
AIM
218
Achmea Investment Management
Netherlands
$3.13M -$3.34M -60,674 -52%
SP
219
Sarasin & Partners
United Kingdom
$3.12M +$64.3K +1,167 +2%
First Trust Advisors
220
First Trust Advisors
Illinois
$3.09M -$193K -3,495 -6%
Arrowstreet Capital
221
Arrowstreet Capital
Massachusetts
$3.07M +$3.07M +55,700 New
GCM
222
Garland Capital Management
Washington
$3.05M -$11K -200 -0.4%
Voloridge Investment Management
223
Voloridge Investment Management
Florida
$3.04M -$16.7M -303,968 -85%
SMDAM
224
Sumitomo Mitsui DS Asset Management
Japan
$3M +$186K +3,369 +7%
PS
225
Presima Securities
Quebec, Canada
$2.96M +$1.76M +32,035 +148%