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HCN.PRJ.CL

Welltower Inc.
HCN.PRJ.CL

Delisted

HCN.PRJ.CL was delisted on the 6th of March, 2017.

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7 hedge funds and large institutions have $3.03M invested in Welltower Inc. in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding

Funds holding: 5 → 7 (+2)

17% less capital invested

Capital invested by funds: $3.63M → $3.03M (-$608K)

50% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 2

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ECM
EII Capital Management
New York
+$538K
2
PPA
Parametric Portfolio Associates
Washington
+$22.9K

Top Sellers

Rank Fund Capital Flow
1
CNB
City National Bank
California
-$813K
2
BC
Barnett & Company
Tennessee
-$41.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOAMC
1
Spirit of America Management Corp
New York
$926K – – –
CNB
2
City National Bank
California
$764K -$813K -33,598 -50%
ECM
3
EII Capital Management
New York
$515K +$538K +22,220 New
TCOT
4
Trust Company of Toledo
Ohio
$354K – – –
PPA
5
Parametric Portfolio Associates
Washington
$243K +$22.9K +945 +10%
BC
6
Barnett & Company
Tennessee
$224K -$41.1K -1,700 -15%
Victory Capital Management
7
Victory Capital Management
Texas
– +$484 +20 New

HCN.PRJ.CL Hedge Fund Activity: Q3 2013 in Review

7 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (HCN.PRJ.CL) for Q3 2013, worth a combined $3.03M — down 17% from $3.63M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new HCN.PRJ.CL positions and 0 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.

The largest buyer was EII Capital Management, opening a new position worth an estimated $538K. The largest seller was City National Bank, cutting an estimated $813K.

  • 7 institutional investors held Welltower Inc. (HCN.PRJ.CL) as of Q3 2013, up from 5 in Q2 2013.
  • Funds reported $3.03M of Welltower Inc. stock for Q3 2013, down 17% quarter-over-quarter.
  • 2 funds opened new Welltower Inc. positions in Q3 2013 and 0 closed out, a net change of +2 holders.
  • The largest Welltower Inc. buyer in Q3 2013 was EII Capital Management, an estimated $538K added.
  • The largest Welltower Inc. seller in Q3 2013 was City National Bank, an estimated $813K sold.

Based on aggregated 13F filings for Q3 2013.