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Welltower
WELL

632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 29

138% more call options, than puts

Call options by funds: $128M | Put options by funds: $53.7M

50% more funds holding in top 10

Funds holding in top 10: 20 → 30 (+10)

24% more capital invested

Capital invested by funds: $18.1B → $22.5B (+$4.36B)

10% more funds holding

Funds holding: 572 → 632 (+60)

5% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 219

0.94% more ownership

Funds ownership: 89.73% → 90.66% (+0.94%)

Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
16.85%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
99
Increased
230
Reduced
219
Closed
29
Calls
$128M
Puts
$53.7M
Net Calls
+$74.2M
Net Calls Change
-$20.3M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$257M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$120M
3
JP Morgan Chase
JP Morgan Chase
New York
+$92.3M
4
BFA
BlackRock Fund Advisors
California
+$71.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$68.3M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$174M
2
Deutsche Bank
Deutsche Bank
Germany
-$129M
3
N
Nuveen
North Carolina
-$44.7M
4
ECM
EII Capital Management
New York
-$44.4M
5
HCM
Highbridge Capital Management
New York
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPERF
251
Oregon Public Employees Retirement Fund
Oregon
$2.97M +$191K +2,679 +7%
PDN
252
Pensionfund DSM Netherlands
Netherlands
$2.94M – – –
FWCM
253
Ferguson Wellman Capital Management
Oregon
$2.91M +$116K +1,620 +4%
BA
254
BlackRock Advisors
Delaware
$2.9M +$950K +13,303 +53%
PA
255
Profund Advisors
Maryland
$2.85M +$620K +8,684 +30%
Truist Financial
256
Truist Financial
North Carolina
$2.85M +$298K +4,176 +12%
Arrowstreet Capital
257
Arrowstreet Capital
Massachusetts
$2.85M +$2.69M +37,645 New
CC
258
Cannell & Co
New York
$2.84M -$18.8M -262,860 -88%
WAM
259
World Asset Management
Michigan
$2.82M -$543K -7,600 -17%
PAG
260
Private Advisor Group
New Jersey
$2.72M +$97.7K +1,368 +4%
AAF
261
Andra AP-fonden
Sweden
$2.69M -$2.62M -36,700 -51%
MAM
262
Mizuho Asset Management
Japan
$2.67M -$250K -3,505 -9%
Fiera Capital (Canada)
263
Fiera Capital (Canada)
Quebec, Canada
$2.67M +$20.3K +285 +0.8%
LCM
264
Landscape Capital Management
New Jersey
$2.66M +$1.43M +20,000 +132%
BG
265
Bollard Group
Massachusetts
$2.6M +$218K +3,058 +10%
CIA
266
Capital Investment Advisors
Georgia
$2.58M -$90.2K -1,263 -4%
LMGAM
267
Liberty Mutual Group Asset Management
Massachusetts
$2.53M -$50.5K -707 -2%
WB
268
WesBanco Bank
West Virginia
$2.51M -$134K -1,879 -5%
Brown Advisory
269
Brown Advisory
Maryland
$2.5M +$19.2K +269 +0.8%
QCM
270
Quadrant Capital Management
New Jersey
$2.5M -$3.57K -50 -0.2%
Envestnet Asset Management
271
Envestnet Asset Management
Illinois
$2.49M -$68.8K -963 -3%
FIM
272
Friedberg Investment Management
Texas
$2.45M – – –
William Blair & Company
273
William Blair & Company
Illinois
$2.41M -$109K -1,522 -5%
SC
274
Saiers Capital
New York
$2.41M +$2.27M +31,827 New
HCM
275
Hengehold Capital Management
Ohio
$2.39M -$13.8K -193 -0.6%
9 10
11
12 13

WELL Hedge Fund Activity: Q4 2014 in Review

632 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2014, worth a combined $22.5B — up 24% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WELL positions and 29 closed out — a net gain of 70 holders — while 230 added to existing stakes and 219 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $257M. The largest seller was Invesco, cutting an estimated $174M.

  • 632 institutional investors held Welltower (WELL) as of Q4 2014, up from 572 in Q3 2014.
  • Funds reported $22.5B of Welltower stock for Q4 2014, up 24% quarter-over-quarter.
  • 99 funds opened new Welltower positions in Q4 2014 and 29 closed out, a net change of +70 holders.
  • The largest Welltower buyer in Q4 2014 was Cohen & Steers, an estimated $257M added.
  • The largest Welltower seller in Q4 2014 was Invesco, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2014.