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Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
APFBOT
251
Amica Pension Fund Board of Trustees
Rhode Island
$3.43M 48,424 +10,907 +29%
PAM
252
Private Asset Management
California
$3.4M 47,980 +1,600 +3%
GH
253
GAM Holding
Switzerland
$3.39M 47,845 +240 +0.5%
BIM
254
Bridgecreek Investment Management
Oklahoma
$3.38M 47,725 +225 +0.5%
CCM
255
Catawba Capital Management
Virginia
$3.32M 46,894 +455 +1%
PAG
256
Private Advisor Group
New Jersey
$3.32M 46,549 +1,034 +2%
CAM
257
Carret Asset Management
New York
$3.3M 46,660 +2,690 +6%
VHAM
258
Van Hulzen Asset Management
California
$3.24M 45,800 +45,800 New
PAI
259
Pittenger & Anderson Inc
Nebraska
$3.2M 45,125 -9,525 -17%
B
260
BP
United Kingdom
$3.19M 45,000 – –
AA
261
Ancora Advisors
Ohio
$3.1M 43,806 -460 -1%
FRAF
262
Första AP-fonden
Sweden
$3.05M 43,100 -116,500 -73%
BG
263
Bollard Group
Massachusetts
$3.03M 42,737 +5,633 +15%
LFR
264
Lehman Financial Resources
Pennsylvania
$2.98M 42,138 -235 -0.6%
WAM
265
World Asset Management
Michigan
$2.98M 42,065 +3,471 +9%
TRSOTSOK
266
Teachers Retirement System of the State of Kentucky
Kentucky
$2.96M 41,800 -3,000 -7%
HIM
267
Hanlon Investment Management
New Jersey
$2.92M 41,253 -4,130 -9%
GEM
268
Global Endowment Management
North Carolina
$2.83M 39,990 +3,000 +8%
William Blair & Company
269
William Blair & Company
Illinois
$2.81M 39,725 -708 -2%
MAS
270
Madden Advisory Services
Florida
$2.8M 39,515 -6,139 -13%
MCM
271
Maryland Capital Management
Maryland
$2.73M 38,499 +455 +1%
CAM
272
Capstone Asset Management
Texas
$2.71M 38,233 +2,210 +6%
OPERF
273
Oregon Public Employees Retirement Fund
Oregon
$2.69M 37,979 +700 +2%
OC
274
Oppenheimer & Co
New York
$2.69M 37,929 -130 -0.3%
TAM
275
Tyers Asset Management
Texas
$2.68M 37,904 +1,072 +3%
9 10
11
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