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Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$218M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$556M
3
Wells Fargo
Wells Fargo
California
$443M
4
Invesco
Invesco
Georgia
$575M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$59.6M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$123M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$681M
4
Bank of America
Bank of America
North Carolina
$264M
5
Russell Investments Group
Russell Investments Group
United Kingdom
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
DnB Asset Management
276
DnB Asset Management
Norway
$2.48M +$102K +1,600 +4%
ANI
277
American National Insurance
Texas
$2.44M – – –
SCA
278
Snowden Capital Advisors
New York
$2.42M +$122K +1,918 +5%
OC
279
Oppenheimer & Co
New York
$2.37M -$99K -1,552 -4%
QCM
280
Quadrant Capital Management
New Jersey
$2.36M +$59.6K +935 +3%
CBTWT
281
Community Bank & Trust (Waco, Texas)
Texas
$2.3M -$31.6K -495 -1%
LOAMS
282
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.29M +$2.29M +35,941 New
MCP
283
Martin Capital Partners
Oregon
$2.27M +$2.27M +35,585 New
NMERB
284
New Mexico Educational Retirement Board
New Mexico
$2.26M -$3.11M -48,758 -58%
WAM
285
World Asset Management
Michigan
$2.26M -$159K -2,495 -7%
MCM
286
Maryland Capital Management
Maryland
$2.25M -$12.1K -190 -0.5%
MAS
287
Madden Advisory Services
Florida
$2.21M -$228K -3,568 -9%
ST
288
Spinnaker Trust
Maine
$2.2M +$68.1K +1,069 +3%
RA
289
RMR Advisors
Massachusetts
$2.18M – – –
M&T Bank
290
M&T Bank
New York
$2.18M +$62.7K +983 +3%
PI
291
PineBridge Investments
New York
$2.13M +$2.13M +33,444 New
COPPSERS
292
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.11M +$200K +3,128 +10%
QI
293
QS Investors
New York
$2.11M +$89.5K +1,403 +4%
CGH
294
Crossmark Global Holdings
Texas
$2.1M -$347K -5,444 -14%
PI
295
Putnam Investments
Massachusetts
$2.09M -$29.1K -457 -1%
Parallax Volatility Advisers
296
Parallax Volatility Advisers
California
$2.05M +$2.05M +32,110 +36,079%
HighTower Advisors
297
HighTower Advisors
Illinois
$2.03M -$320K -5,030 -14%
BC
298
Barnett & Company
Tennessee
$2.01M -$63.8K -1,000 -3%
TYCC
299
Texas Yale Capital Corp
Florida
$1.97M +$357K +5,601 +22%
AA
300
ALPS Advisors
Colorado
$1.96M +$225K +3,522 +13%
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