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Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
Deutsche Bank
Germany
$289M
4
SAMC
Shinko Asset Management Company
Japan
$439M
5
HRES
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$310M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$170M
3
JHIU
Janus Henderson Investors US
Colorado
$5.4M
4
SB
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
276
Bollard Group
Massachusetts
$1.73M +$21.4K +359 +1%
RJT
277
Raymond James Trust
Florida
$1.73M +$114K +1,909 +7%
FCAM
278
F&C Asset Management
United Kingdom
$1.73M +$284K +4,768 +20%
V
279
Veritable
Delaware
$1.72M -$156K -2,614 -8%
SI
280
SII Investments
Wisconsin
$1.71M -$131K -2,200 -7%
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$1.69M -$1.47M -24,600 -46%
ICOA
282
Investment Centers of America
North Dakota
$1.67M +$992K +15,727 +147%
LNB
283
Ledyard National Bank
$1.62M -$403K -6,767 -20%
FAM
284
Fred Alger Management
New York
$1.61M -$41.7K -700 -3%
TAM
285
Telluride Asset Management
Minnesota
$1.6M -$784K -13,151 -33%
AWCI
286
Alpine Woods Capital Investors
New York
$1.51M – – –
EAM
287
EULAV Asset Management
Florida
$1.51M – – –
CA
288
Cetera Advisors
Colorado
$1.51M +$184K +3,081 +14%
EIA
289
Edgemoor Investment Advisors
Maryland
$1.47M -$55.1K -925 -4%
PA
290
Profund Advisors
Maryland
$1.45M +$50K +839 +4%
CP
291
Camelot Portfolios
Ohio
$1.45M +$294K +4,940 +25%
ARTA
292
A.R.T. Advisors
New York
$1.45M -$1.77M -29,769 -55%
CC
293
Cipher Capital
New York
$1.44M +$1.44M +24,179 New
KRS
294
Kentucky Retirement Systems
Kentucky
$1.43M +$12.1K +203 +0.9%
CTA
295
Chesley Taft & Associates
Illinois
$1.43M +$162K +2,725 +13%
APFBOT
296
Amica Pension Fund Board of Trustees
Rhode Island
$1.39M – – –
LTFS
297
Ladenburg Thalmann Financial Services
Florida
$1.39M +$165K +2,765 +13%
FB
298
Fulton Bank
Pennsylvania
$1.37M -$78K -1,309 -5%
LSERS
299
Louisiana State Employees Retirement System
Louisiana
$1.37M -$11.9K -200 -0.9%
AMI
300
Amica Mutual Insurance
Rhode Island
$1.35M – – –
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