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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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72 hedge funds and large institutions have $776M invested in Welltower Inc. in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

4% more funds holding

Funds holding: 69 → 72 (+3)

6% less capital invested

Capital invested by funds: $824M → $776M (-$48.4M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
72
Holders Change
+3
Holders Change %
+4.35%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
7
Increased
28
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
+$17.7M
2
Invesco
Invesco
Georgia
+$17.6M
3
SG Americas Securities
SG Americas Securities
New York
+$14.2M
4
Victory Capital Management
Victory Capital Management
Texas
+$5.97M
5
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
+$3.71M

Top Sellers

Rank Fund Capital Flow
1
HCM
Highbridge Capital Management
New York
-$16.8M
2
CL
CSS LLC
Illinois
-$13.4M
3
ES
Equitec Specialists
Illinois
-$12.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$8.98M
5
Deutsche Bank
Deutsche Bank
Germany
-$6.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$161M +$710K +11,488 +0.4%
American Century Companies
2
American Century Companies
Missouri
$81.6M +$17.7M +287,013 +27%
AGC
3
Angelo Gordon & Co
New York
$56.7M – – –
Invesco
4
Invesco
Georgia
$42M +$17.6M +284,400 +68%
AA
5
AQR Arbitrage
Connecticut
$41.9M – – –
Allianz Asset Management
6
Allianz Asset Management
Germany
$41.3M -$1.36M -22,000 -3%
Victory Capital Management
7
Victory Capital Management
Texas
$32.1M +$5.97M +96,522 +22%
Calamos Advisors
8
Calamos Advisors
Illinois
$28.2M -$68.8K -1,113 -0.2%
Thrivent Financial for Lutherans
9
Thrivent Financial for Lutherans
Minnesota
$23.3M +$2.63M +42,500 +12%
State Street
10
State Street
Massachusetts
$22.8M -$1.92M -31,000 -8%
JP Morgan Chase
11
JP Morgan Chase
New York
$22M +$1.87M +30,304 +9%
ACM
12
Advent Capital Management
New York
$19.6M +$3.28M +53,000 +19%
KKRC
13
Kohlberg Kravis Roberts & Co
New York
$19.5M +$1.55M +25,000 +8%
Loomis, Sayles & Company
14
Loomis, Sayles & Company
Massachusetts
$19M – – –
SG Americas Securities
15
SG Americas Securities
New York
$15.3M +$14.2M +229,500 +900%
MSU
16
Mizuho Securities USA
New York
$14M -$927K -15,000 -6%
TCM
17
Tekla Capital Management
Massachusetts
$12M – – –
Deutsche Bank
18
Deutsche Bank
Germany
$10.6M -$6.17M -99,798 -36%
MSL
19
Mackay Shields LLC
New York
$9.91M +$2.91M +47,100 +40%
SIM
20
SSI Investment Management
California
$8.76M +$86.3K +1,395 +1%
VanEck Associates
21
VanEck Associates
New York
$8.14M +$778K +12,591 +10%
Ameriprise
22
Ameriprise
Minnesota
$8.09M +$1.08M +17,500 +15%
P8IP
23
Pier 88 Investment Partners
California
$7.33M +$30.9K +500 +0.4%
WCM
24
Waterstone Capital Management
Minnesota
$6.89M – – –
SEI Investments
25
SEI Investments
Pennsylvania
$6.37M +$1.11M +17,908 +20%
1
2 3 4

WELL.PRI Hedge Fund Activity: Q4 2017 in Review

72 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Welltower Inc. (WELL.PRI) for Q4 2017, worth a combined $776M — down 5.9% from $824M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new WELL.PRI positions and 4 closed out — a net gain of 3 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was American Century Companies, adding an estimated $17.7M. The largest seller was Highbridge Capital Management, exiting entirely with an estimated $16.8M sold.

  • 72 institutional investors held Welltower Inc. (WELL.PRI) as of Q4 2017, up from 69 in Q3 2017.
  • Funds reported $776M of Welltower Inc. stock for Q4 2017, down 5.9% quarter-over-quarter.
  • 7 funds opened new Welltower Inc. positions in Q4 2017 and 4 closed out, a net change of +3 holders.
  • The largest Welltower Inc. buyer in Q4 2017 was American Century Companies, an estimated $17.7M added.
  • The largest Welltower Inc. seller in Q4 2017 was Highbridge Capital Management, an estimated $16.8M sold.

Based on aggregated 13F filings for Q4 2017.