Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
63 hedge funds and large institutions have $777M invested in Welltower Inc. in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 7 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 17
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
2% more funds holding
Funds holding: 62 → 63 (+1)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
69% less capital invested
Capital invested by funds: $2.53B → $777M (-$1.75B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$28M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
+$18.6M |
| 3 |
TCM
Tekla Capital Management
Boston,
Massachusetts
|
+$11.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$7.13M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$6.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$24.5M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$12.3M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$12.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$8.95M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$6.86M |
WELL.PRI Hedge Fund Activity: Q1 2016 in Review
63 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q1 2016, worth a combined $777M — down 69% from $2.53B a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new WELL.PRI positions and 7 closed out — a net gain of 1 holder — while 23 added to existing stakes and 17 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $28M. The largest seller was American Century Companies, exiting entirely with an estimated $24.5M sold.
- 63 institutional investors held Welltower Inc. (WELL.PRI) as of Q1 2016, up from 62 in Q4 2015.
- Funds reported $777M of Welltower Inc. stock for Q1 2016, down 69% quarter-over-quarter.
- 8 funds opened new Welltower Inc. positions in Q1 2016 and 7 closed out, a net change of +1 holder.
- The largest Welltower Inc. buyer in Q1 2016 was Allianz Asset Management, an estimated $28M added.
- The largest Welltower Inc. seller in Q1 2016 was American Century Companies, an estimated $24.5M sold.
Based on aggregated 13F filings for Q1 2016.