Welltower Inc.
WELL.PRI
WELL.PRI was delisted on the 27th of February, 2019.
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$27.8M |
| 2 |
MSU
Mizuho Securities USA
New York
|
+$7.51M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$5.15M |
| 4 |
ACM
Advent Capital Management
New York
|
+$4.89M |
| 5 |
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
Chicago,
Illinois
|
-$16.2M |
| 3 |
ES
Equitec Specialists
Chicago,
Illinois
|
-$8.05M |
| 4 |
WCM
Waterstone Capital Management
St. Louis Park,
Minnesota
|
-$4.95M |
| 5 |
State Street
Boston,
Massachusetts
|
-$3.85M |
WELL.PRI Hedge Fund Activity: Q3 2017 in Review
69 of the 4,022 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.