Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
72 hedge funds and large institutions have $776M invested in Welltower Inc. in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 4 closing their positions.
115% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 13
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
4% more funds holding
Funds holding: 69 → 72 (+3)
6% less capital invested
Capital invested by funds: $824M → $776M (-$48.4M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$17.7M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$17.6M |
| 3 |
SG Americas Securities
New York
|
+$14.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$5.97M |
| 5 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
+$3.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highbridge Capital Management
New York
|
-$16.8M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$13.4M |
| 3 |
ES
Equitec Specialists
Chicago,
Illinois
|
-$12.5M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.98M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.17M |
WELL.PRI Hedge Fund Activity: Q4 2017 in Review
72 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2017, worth a combined $776M — down 5.9% from $824M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new WELL.PRI positions and 4 closed out — a net gain of 3 holders — while 28 added to existing stakes and 13 trimmed.
The largest buyer was American Century Companies, adding an estimated $17.7M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $16.8M sold.
- 72 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2017, up from 69 in Q3 2017.
- Funds reported $776M of Welltower Inc. stock for Q4 2017, down 5.9% quarter-over-quarter.
- 7 funds opened new Welltower Inc. positions in Q4 2017 and 4 closed out, a net change of +3 holders.
- The largest Welltower Inc. buyer in Q4 2017 was American Century Companies, an estimated $17.7M added.
- The largest Welltower Inc. seller in Q4 2017 was Highbridge Capital Management, an estimated $16.8M sold.
Based on aggregated 13F filings for Q4 2017.