Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
69 hedge funds and large institutions have $836M invested in Welltower Inc. in 2017 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 7 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 15
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more capital invested
Capital invested by funds: $794M → $836M (+$42.5M)
3% less funds holding
Funds holding: 71 → 69 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$169M |
| 2 |
HCM
Highbridge Capital Management
New York
|
+$30.5M |
| 3 |
AGC
Angelo Gordon & Co
New York
|
+$29.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$11.4M |
| 5 |
CL
CSS LLC
Chicago,
Illinois
|
+$9.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZA
Zazove Associates
Incline Village,
Nevada
|
-$55.6M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$21.2M |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$10.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$6.15M |
| 5 |
MA
MUFG Americas
New York
|
-$2.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Neuberger Berman Group
New York
| – | -$718K | -11,923 | Closed |
|
|
BCM
77
Basso Capital Management
Stamford,
Connecticut
| – | -$600K | -10,000 | Closed |
|
|
SAM
78
Symphony Asset Management
San Francisco,
California
| – | -$211K | -3,496 | Closed |
|
|
LTFS
79
Ladenburg Thalmann Financial Services
Miami,
Florida
| – | -$12K | -200 | Closed |
|
|
SFG
80
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$9K | -150 | Closed |
|
WELL.PRI Hedge Fund Activity: Q1 2017 in Review
69 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q1 2017, worth a combined $836M — up 5.4% from $794M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new WELL.PRI positions and 7 closed out — a net gain of 3 holders — while 25 added to existing stakes and 15 trimmed.
The largest buyer was BlackRock, adding an estimated $169M. The largest seller was Zazove Associates, cutting an estimated $55.6M.
- 69 institutional investors held Welltower Inc. (WELL.PRI) as of Q1 2017, down from 71 in Q4 2016.
- Funds reported $836M of Welltower Inc. stock for Q1 2017, up 5.4% quarter-over-quarter.
- 10 funds opened new Welltower Inc. positions in Q1 2017 and 7 closed out, a net change of +3 holders.
- The largest Welltower Inc. buyer in Q1 2017 was BlackRock, an estimated $169M added.
- The largest Welltower Inc. seller in Q1 2017 was Zazove Associates, an estimated $55.6M sold.
Based on aggregated 13F filings for Q1 2017.