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Welltower

731 hedge funds and large institutions have $27.4B invested in Welltower in 2021 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 264 increasing their positions, 273 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
731
Holders Change
-6
Holders Change %
-0.81%
% of All Funds
12.87%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
69
Increased
264
Reduced
273
Closed
70
Calls
$150M
Puts
$106M
Net Calls
+$43.8M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Shares
Change %
AMG
201
Advisors Management Group
Wisconsin
$4.59M +$93.4K +1,304 +2%
KFP
202
KMG Fiduciary Partners
Ohio
$4.59M -$150K -2,092 -3%
TRCT
203
Tower Research Capital (TRC)
New York
$4.46M +$2.07M +28,836 +86%
HEIP
204
Hudson Edge Investment Partners
New Jersey
$4.43M -$131K -1,824 -3%
DnB Asset Management
205
DnB Asset Management
Norway
$4.41M +$327K +4,571 +8%
ACM
206
Azimuth Capital Management
Michigan
$4.36M +$252K +3,520 +6%
D.E. Shaw & Co
207
D.E. Shaw & Co
New York
$4.34M -$5.03M -70,279 -54%
Public Sector Pension Investment Board (PSP Investments)
208
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.33M +$484K +6,760 +13%
MNG
209
Manning & Napier Group
New York
$4.3M -$25.9K -362 -0.6%
ACP
210
Ashfield Capital Partners
California
$4.29M +$660K +9,218 +18%
PAM
211
Private Asset Management
California
$4.26M -$529K -7,384 -11%
RCM
212
RVB Capital Management
New York
$4.26M +$680K +9,500 +19%
SP
213
Sarasin & Partners
United Kingdom
$4.05M
SMDAM
214
Sumitomo Mitsui DS Asset Management
Japan
$4.05M +$202K +2,819 +5%
WLPWM
215
Walled Lake Planning & Wealth Management
Illinois
$4.02M -$18.3K -255 -0.5%
APG Asset Management
216
APG Asset Management
Netherlands
$4M -$11.2M -183,911 -74%
DCM
217
Dupont Capital Management
Delaware
$3.99M -$2.02M -28,170 -34%
AAM
218
Advisors Asset Management
Colorado
$3.98M -$113K -1,575 -3%
GCM
219
Garland Capital Management
Washington
$3.93M -$43K -600 -1%
Ensign Peak Advisors
220
Ensign Peak Advisors
Utah
$3.83M -$3.96M -55,258 -51%
AFA
221
American Financial Advisors
Georgia
$3.81M -$10.9M -151,973 -74%
HIMCH
222
Hartford Investment Management Co (HIMCO)
Connecticut
$3.8M -$151K -2,110 -4%
CCM
223
Cinctive Capital Management
New York
$3.79M +$3.79M +52,918 New
COPPSERS
224
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.74M +$4.15K +58 +0.1%
Squarepoint
225
Squarepoint
New York
$3.7M +$2.91M +40,617 +368%