Welltower Inc.
HCN.PRJ.CL
HCN.PRJ.CL was delisted on the 6th of March, 2017.
8 hedge funds and large institutions have $2.31M invested in Welltower Inc. in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
14% more funds holding
Funds holding: 7 → 8 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
11% less capital invested
Capital invested by funds: $2.6M → $2.31M (-$291K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPWT
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
+$210K |
| 2 |
RIG
Roosevelt Investment Group
New York
|
+$210K |
| 3 |
MWP
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
+$421 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Asset Management One
Tokyo,
Japan
|
-$688K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$10.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SOAMC
1
Spirit of America Management Corp
Syosset,
New York
| $756K | – | – | – |
|
|
ECM
2
EII Capital Management
New York
| $735K | – | – | – |
|
|
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $371K | -$10.4K | -396 | -3% |
|
|
MPWT
4
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $209K | +$210K | +8,000 | New |
|
|
RIG
5
Roosevelt Investment Group
New York
| $209K | +$210K | +8,000 | New |
|
6
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $21K | – | – | – |
|
|
SIM
7
Sonora Investment Management
Tucson,
Arizona
| $9.16K | – | – | – |
|
|
MWP
8
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $1K | +$421 | +16 | +80% |
|
|
9
Asset Management One
Tokyo,
Japan
| – | -$688K | -26,000 | Closed |
|
HCN.PRJ.CL Hedge Fund Activity: Q2 2016 in Review
8 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (HCN.PRJ.CL) for Q2 2016, worth a combined $2.31M — down 11% from $2.6M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new HCN.PRJ.CL positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was MassMutual Private Wealth & Trust, opening a new position worth an estimated $210K. The largest seller was Asset Management One, exiting entirely with an estimated $688K sold.
- 8 institutional investors held Welltower Inc. (HCN.PRJ.CL) as of Q2 2016, up from 7 in Q1 2016.
- Funds reported $2.31M of Welltower Inc. stock for Q2 2016, down 11% quarter-over-quarter.
- 2 funds opened new Welltower Inc. positions in Q2 2016 and 1 closed out, a net change of +1 holder.
- The largest Welltower Inc. buyer in Q2 2016 was MassMutual Private Wealth & Trust, an estimated $210K added.
- The largest Welltower Inc. seller in Q2 2016 was Asset Management One, an estimated $688K sold.
Based on aggregated 13F filings for Q2 2016.