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Welltower
WELL

Overview Fund Activity

728 hedge funds and large institutions have $19.1B invested in Welltower in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 232 increasing their positions, 324 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
-21
Holders Change %
-2.8%
% of All Funds
14.96%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.21%
New
83
Increased
232
Reduced
324
Closed
98
Calls
$136M
Puts
$97.9M
Net Calls
+$38.6M
Net Calls Change
+$47.6M

Top Buyers

1
Principal Financial Group
Principal Financial Group
Iowa
+$262M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$253M
3
EIM
Elliott Investment Management
Florida
+$184M
4
BC
Brookfield Corp
Ontario, Canada
+$141M
5
Boston Partners
Boston Partners
Massachusetts
+$140M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
-$171M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$148M
3
California Public Employees Retirement System
California Public Employees Retirement System
California
-$124M
4
Charles Schwab
Charles Schwab
California
-$92.6M
5
BlackRock
BlackRock
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRAF
226
Första AP-fonden
Sweden
$2.93M -$2.15M -41,500 -42%
Balyasny Asset Management
227
Balyasny Asset Management
Illinois
$2.91M +$2.37M +45,862 +442%
GCM
228
Garland Capital Management
Washington
$2.88M -$58.2K -1,125 -2%
SP
229
Sarasin & Partners
United Kingdom
$2.87M -$2.8M -54,016 -49%
PG
230
Pendal Group
Australia
$2.8M +$256K +4,949 +10%
CSS
231
Cubist Systematic Strategies
Connecticut
$2.8M +$2.42M +46,763 +645%
SI
232
Stephens Inc
Arkansas
$2.73M -$1.6M -30,945 -37%
HIMCH
233
Hartford Investment Management Co (HIMCO)
Connecticut
$2.73M +$406K +7,855 +18%
Northwestern Mutual Wealth Management
234
Northwestern Mutual Wealth Management
Wisconsin
$2.73M +$113K +2,181 +4%
ACM
235
Azimuth Capital Management
Michigan
$2.69M +$155K +2,987 +6%
TU
236
TDAM USA
Ontario, Canada
$2.68M -$2.91M -56,778 -52%
DnB Asset Management
237
DnB Asset Management
Norway
$2.67M -$94K -1,816 -3%
QC
238
Quadrature Capital
United Kingdom
$2.67M +$2.67M +51,507 New
PGFC
239
Peapack-Gladstone Financial Corp
New Jersey
$2.65M +$21.9K +424 +0.8%
SMDAM
240
Sumitomo Mitsui DS Asset Management
Japan
$2.64M +$235K +4,550 +10%
Bank of Nova Scotia
241
Bank of Nova Scotia
Ontario, Canada
$2.63M +$378K +7,298 +17%
RIM
242
Redpoint Investment Management
Australia
$2.51M +$14.2K +275 +0.6%
WCM
243
Windward Capital Management
California
$2.51M -$53.9K -1,042 -2%
M&T Bank
244
M&T Bank
New York
$2.43M -$196K -3,779 -7%
GIA
245
Gateway Investment Advisers
Ohio
$2.38M -$252K -4,866 -10%
US Bancorp
246
US Bancorp
Minnesota
$2.35M -$870K -16,808 -27%
MFS
247
Mirabella Financial Services
United Kingdom
$2.31M +$2.31M +44,680 New
BCM
248
Buckhead Capital Management
Georgia
$2.29M +$600K +11,602 +35%
UB
249
UMB Bank
Missouri
$2.26M +$88.7K +1,715 +4%
AA
250
Ancora Advisors
Ohio
$2.22M +$163K +3,154 +8%
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