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Welltower
WELL

Overview Fund Activity

572 hedge funds and large institutions have $18.1B invested in Welltower in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 300 increasing their positions, 150 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
16.61%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
29
Increased
300
Reduced
150
Closed
36
Calls
$141M
Puts
$46.5M
Net Calls
+$94.5M
Net Calls Change
+$68.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$875M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$388M
4
ACM
4
Adelante Capital Management
California
$106M
5
State Street
5
State Street
Massachusetts
$917M

Top Sellers

1
ECM
1
EII Capital Management
New York
$70.4M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Norges Bank
3
Norges Bank
Norway
$143M
4
ACI
4
AMP Capital Investors
Australia
$31.9M
5
Barclays
5
Barclays
United Kingdom
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
276
Friedberg Investment Management
Texas
$2.02M +$161K +2,580 +9%
GBA
277
Garrison Bradford & Associates
New York
$2.01M – – –
HCM
278
Hengehold Capital Management
Ohio
$1.98M +$16.6K +266 +0.8%
BG
279
Bollard Group
Massachusetts
$1.95M +$120K +1,919 +7%
NAM
280
NTV Asset Management
West Virginia
$1.92M +$56.1K +900 +3%
FA
281
FMA Advisory
Pennsylvania
$1.9M +$7.61K +122 +0.4%
SBCM
282
Schwerin Boyle Capital Management
Massachusetts
$1.87M – – –
PC
283
Polar Capital
United Kingdom
$1.87M – – –
BA
284
Bard Associates
Illinois
$1.86M -$1.9M -30,264 Closed
KFS
285
KMS Financial Services
Washington
$1.85M +$83K +1,330 +5%
ANI
286
American National Insurance
Texas
$1.83M – – –
BCMO
287
Buckingham Capital Management (Ohio)
Ohio
$1.83M -$473K -7,590 -21%
RA
288
RMR Advisors
Massachusetts
$1.82M – – –
PA
289
Profund Advisors
Maryland
$1.81M -$162K -2,595 -8%
Zurich Cantonal Bank
290
Zurich Cantonal Bank
Switzerland
$1.81M +$301K +4,822 +20%
RJT
291
Raymond James Trust
Florida
$1.81M +$8.36K +134 +0.5%
DILH
292
Dai-ichi Life Holdings
Japan
$1.79M – – –
CA
293
Cetera Advisors
Colorado
$1.76M +$59.8K +960 +4%
ICOA
294
Investment Centers of America
North Dakota
$1.75M +$285K +4,583 +19%
CFN
295
Cordasco Financial Network
Florida
$1.74M -$42.5K -682 -2%
CTA
296
Chesley Taft & Associates
Illinois
$1.68M +$12.5K +200 +0.7%
SI
297
SII Investments
Wisconsin
$1.68M -$61K -979 -3%
FAM
298
Fred Alger Management
New York
$1.68M – – –
DADC
299
D.A. Davidson & Co
Montana
$1.66M -$1.51M -24,291 -48%
CAN
300
Cetera Advisor Networks
California
$1.66M -$25.3K -405 -2%
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