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WELL.PRI

Welltower Inc.
WELL.PRI

Delisted

WELL.PRI was delisted on the 27th of February, 2019.

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71 hedge funds and large institutions have $794M invested in Welltower Inc. in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more funds holding

Funds holding: 67 → 71 (+4)

5% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 20

8% less capital invested

Capital invested by funds: $867M → $794M (-$73.5M)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.77%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
10
Increased
19
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ZA
Zazove Associates
Nevada
+$70.9M
2
State Street
State Street
Massachusetts
+$22.1M
3
American Century Companies
American Century Companies
Missouri
+$20.3M
4
CL
CSS LLC
Illinois
+$11.5M
5
AGC
Angelo Gordon & Co
New York
+$6.06M

Top Sellers

Rank Fund Capital Flow
1
Allianz Asset Management
Allianz Asset Management
Germany
-$29.3M
2
GLI
Guardian Life Insurance
New York
-$14.8M
3
CS
Credit Suisse
Switzerland
-$5.08M
4
BA
BlackRock Advisors
Delaware
-$4.43M
5
SC
Scotia Capital
Ontario, Canada
-$3.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$90M -$916K -15,120 -1%
ZA
2
Zazove Associates
Nevada
$70.2M +$70.9M +1,170,898 New
AA
3
AQR Arbitrage
Connecticut
$52.2M -$3.03M -50,000 -5%
BA
4
BlackRock Advisors
Delaware
$51.9M -$4.43M -73,185 -8%
Allianz Asset Management
5
Allianz Asset Management
Germany
$40.3M -$29.3M -484,000 -42%
Deutsche Bank
6
Deutsche Bank
Germany
$37.4M +$1.79M +29,514 +5%
Calamos Advisors
7
Calamos Advisors
Illinois
$29.1M -$2.39M -39,431 -8%
AGC
8
Angelo Gordon & Co
New York
$28.3M +$6.06M +100,000 +27%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$27.9M – – –
KKRC
10
Kohlberg Kravis Roberts & Co
New York
$22.6M +$3.03M +50,000 +15%
State Street
11
State Street
Massachusetts
$21.9M +$22.1M +365,438 New
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$21.2M +$1.93M +31,910 +10%
Invesco
13
Invesco
Georgia
$20.8M +$4.56M +75,390 +28%
American Century Companies
14
American Century Companies
Missouri
$20.2M +$20.3M +335,981 New
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$19.3M +$787K +13,000 +4%
Victory Capital Management
16
Victory Capital Management
Texas
$19.1M +$140K +2,308 +0.7%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$19.1M +$34.5K +570 +0.2%
BG
18
BlackRock Group
United Kingdom
$18.3M -$1.76M -29,099 -9%
CL
19
CSS LLC
Illinois
$14.4M +$11.5M +190,044 +382%
CS
20
Credit Suisse
Switzerland
$13.7M -$5.08M -83,965 -27%
ES
21
Equitec Specialists
Illinois
$13.3M -$1.4M -23,098 -9%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$12.4M – – –
TCM
23
Tekla Capital Management
Massachusetts
$12M – – –
ACM
24
Advent Capital Management
New York
$10.1M +$2.12M +35,000 +26%
JP Morgan Chase
25
JP Morgan Chase
New York
$8.69M -$201K -3,320 -2%
1
2 3 4

WELL.PRI Hedge Fund Activity: Q4 2016 in Review

71 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2016, worth a combined $794M — down 8.5% from $867M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WELL.PRI positions and 4 closed out — a net gain of 6 holders — while 19 added to existing stakes and 20 trimmed.

The largest buyer was Zazove Associates, opening a new position worth an estimated $70.9M. The largest seller was Allianz Asset Management, cutting an estimated $29.3M.

  • 71 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2016, up from 67 in Q3 2016.
  • Funds reported $794M of Welltower Inc. stock for Q4 2016, down 8.5% quarter-over-quarter.
  • 10 funds opened new Welltower Inc. positions in Q4 2016 and 4 closed out, a net change of +6 holders.
  • The largest Welltower Inc. buyer in Q4 2016 was Zazove Associates, an estimated $70.9M added.
  • The largest Welltower Inc. seller in Q4 2016 was Allianz Asset Management, an estimated $29.3M sold.

Based on aggregated 13F filings for Q4 2016.