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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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69 hedge funds and large institutions have $824M invested in Welltower Inc. in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

3% more funds holding

Funds holding: 67 → 69 (+2)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

6% less capital invested

Capital invested by funds: $873M → $824M (-$48.9M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
6
Increased
18
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$27.8M
2
MSU
Mizuho Securities USA
New York
+$7.51M
3
Invesco
Invesco
Georgia
+$5.15M
4
ACM
Advent Capital Management
New York
+$4.89M
5
JP Morgan Chase
JP Morgan Chase
New York
+$4.31M

Top Sellers

Rank Fund Capital Flow
1
HCM
Highbridge Capital Management
New York
-$24.2M
2
CL
CSS LLC
Illinois
-$16.2M
3
ES
Equitec Specialists
Illinois
-$8.05M
4
WCM
Waterstone Capital Management
Minnesota
-$4.95M
5
State Street
State Street
Massachusetts
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$170M -$1.76M -26,945 -1%
American Century Companies
2
American Century Companies
Missouri
$68.3M +$27.8M +425,314 +65%
AGC
3
Angelo Gordon & Co
New York
$60.1M – – –
Allianz Asset Management
4
Allianz Asset Management
Germany
$45.2M +$1.93M +29,500 +4%
AA
5
AQR Arbitrage
Connecticut
$44.4M – – –
Calamos Advisors
6
Calamos Advisors
Illinois
$30M -$173K -2,646 -0.6%
Victory Capital Management
7
Victory Capital Management
Texas
$27.9M +$3.09M +47,339 +12%
Invesco
8
Invesco
Georgia
$26.4M +$5.15M +78,849 +23%
State Street
9
State Street
Massachusetts
$25.9M -$3.85M -59,000 -13%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$21.9M – – –
JP Morgan Chase
11
JP Morgan Chase
New York
$21.3M +$4.31M +65,965 +24%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$20.1M – – –
KKRC
13
Kohlberg Kravis Roberts & Co
New York
$19M -$1.63M -25,000 -8%
Deutsche Bank
14
Deutsche Bank
Germany
$17.6M -$1.63M -25,000 -8%
ACM
15
Advent Capital Management
New York
$17.3M +$4.89M +74,915 +38%
HCM
16
Highbridge Capital Management
New York
$16.8M -$24.2M -371,000 -58%
MSU
17
Mizuho Securities USA
New York
$15.8M +$7.51M +115,000 +85%
CL
18
CSS LLC
Illinois
$14.9M -$16.2M -247,858 -51%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$14.6M – – –
ES
20
Equitec Specialists
Illinois
$13.5M -$8.05M -123,407 -37%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$13.1M – – –
TCM
22
Tekla Capital Management
Massachusetts
$12.7M – – –
SIM
23
SSI Investment Management
California
$9.16M – – –
VanEck Associates
24
VanEck Associates
New York
$7.83M +$911K +13,963 +13%
P8IP
25
Pier 88 Investment Partners
California
$7.74M -$2.01M -30,835 -20%
1
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WELL.PRI Hedge Fund Activity: Q3 2017 in Review

69 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q3 2017, worth a combined $824M — down 5.6% from $873M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WELL.PRI positions and 4 closed out — a net gain of 2 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was American Century Companies, adding an estimated $27.8M. The largest seller was Highbridge Capital Management, cutting an estimated $24.2M.

  • 69 institutional investors held Welltower Inc. (WELL.PRI) as of Q3 2017, up from 67 in Q2 2017.
  • Funds reported $824M of Welltower Inc. stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 6 funds opened new Welltower Inc. positions in Q3 2017 and 4 closed out, a net change of +2 holders.
  • The largest Welltower Inc. buyer in Q3 2017 was American Century Companies, an estimated $27.8M added.
  • The largest Welltower Inc. seller in Q3 2017 was Highbridge Capital Management, an estimated $24.2M sold.

Based on aggregated 13F filings for Q3 2017.