Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
67 hedge funds and large institutions have $867M invested in Welltower Inc. in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 6 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less funds holding
Funds holding: 70 → 67 (-3)
5% less capital invested
Capital invested by funds: $914M → $867M (-$47.2M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$17.6M |
| 2 |
GLI
Guardian Life Insurance
New York
|
+$15.2M |
| 3 |
AGC
Angelo Gordon & Co
New York
|
+$11M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$9.92M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$9.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZA
Zazove Associates
Incline Village,
Nevada
|
-$101M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$39.1M |
| 3 |
State Street
Boston,
Massachusetts
|
-$19.8M |
| 4 |
SG Americas Securities
New York
|
-$15.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$9.39M |
WELL.PRI Hedge Fund Activity: Q3 2016 in Review
67 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2016, worth a combined $867M — down 5.2% from $914M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of WELL.PRI and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 24 added.
The largest buyer was Credit Suisse, adding an estimated $17.6M. The largest seller was Zazove Associates, exiting entirely with an estimated $101M sold.
- 67 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2016, down from 70 in Q2 2016.
- Funds reported $867M of Welltower Inc. stock for Q3 2016, down 5.2% quarter-over-quarter.
- 4 funds opened new Welltower Inc. positions in Q3 2016 and 6 closed out, a net change of -2 holders.
- The largest Welltower Inc. buyer in Q3 2016 was Credit Suisse, an estimated $17.6M added.
- The largest Welltower Inc. seller in Q3 2016 was Zazove Associates, an estimated $101M sold.
Based on aggregated 13F filings for Q3 2016.