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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$357M
2
Invesco
Invesco
Georgia
$551M
3
Goldman Sachs
Goldman Sachs
New York
$319M
4
Morgan Stanley
Morgan Stanley
New York
$446M
5
Asset Management One
Asset Management One
Japan
$98.1M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
American Century Companies
Missouri
$27M
3
PI
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
PDN
251
Pensionfund DSM Netherlands
Netherlands
$3.34M – – –
Caisse de Depot et Placement du Quebec (CDPQ)
252
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.34M -$642K -9,600 -16%
MSA
253
Mason Street Advisors
Wisconsin
$3.32M +$78.6K +1,174 +2%
ACM
254
Azimuth Capital Management
Michigan
$3.25M +$77.9K +1,164 +2%
Daiwa Securities Group
255
Daiwa Securities Group
Japan
$3.2M -$41.4M -619,140 -93%
GH
256
GAM Holding
Switzerland
$3.19M +$2.1M +31,380 +193%
BIM
257
Bridgecreek Investment Management
Oklahoma
$3.18M -$468K -7,000 -13%
AG
258
Advisor Group
Arizona
$3.14M -$38.2K -571 -1%
CCM
259
Catawba Capital Management
Virginia
$3.11M -$88K -1,315 -3%
PAM
260
Private Asset Management
California
$3.1M -$147K -2,200 -5%
MAS
261
Madden Advisory Services
Florida
$3.06M -$116K -1,738 -4%
HIM
262
Hanlon Investment Management
New Jersey
$3.04M +$3.04M +45,383 New
PAG
263
Private Advisor Group
New Jersey
$3.02M -$1.12M -16,868 -27%
B
264
BP
United Kingdom
$3.01M – – –
DCM
265
Driehaus Capital Management
Illinois
$3M +$3M +44,850 New
TRSOTSOK
266
Teachers Retirement System of the State of Kentucky
Kentucky
$3M -$147K -2,200 -5%
AA
267
Ancora Advisors
Ohio
$2.96M +$2.96M +44,266 New
AMI
268
Amica Mutual Insurance
Rhode Island
$2.95M +$1.2M +17,953 +69%
CAM
269
Carret Asset Management
New York
$2.94M -$600K -8,970 -17%
LFR
270
Lehman Financial Resources
Pennsylvania
$2.84M +$80.7K +1,206 +3%
NMIMC
271
Northwestern Mutual Investment Management Company
Wisconsin
$2.79M +$416K +6,220 +18%
BOH
272
Bank of Hawaii
Hawaii
$2.75M -$147K -2,198 -5%
William Blair & Company
273
William Blair & Company
Illinois
$2.71M +$168K +2,512 +7%
PI
274
Putnam Investments
Massachusetts
$2.62M +$70.3K +1,051 +3%
WAM
275
World Asset Management
Michigan
$2.58M -$385K -5,751 -13%
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