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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 %
V
301
Veritable
Delaware
$1.64M -$40.4K -648 -2%
CBOA
302
Commonwealth Bank of Australia
Australia
$1.64M +$68.6K +1,100 +4%
EIA
303
Edgemoor Investment Advisors
Maryland
$1.63M – – –
PCM
304
Palouse Capital Management
Washington
$1.61M +$187K +3,000 +13%
QT
305
Quantbot Technologies
New York
$1.61M -$116K -1,855 -7%
OI
306
Oakbrook Investments
Illinois
$1.6M -$1.48M -23,751 -48%
EAM
307
EULAV Asset Management
Florida
$1.58M – – –
KRS
308
Kentucky Retirement Systems
Kentucky
$1.57M +$1.57M +25,210 New
BA
309
BlackRock Advisors
Delaware
$1.56M +$78.9K +1,265 +5%
LSERS
310
Louisiana State Employees Retirement System
Louisiana
$1.55M +$56.1K +900 +4%
LNB
311
Ledyard National Bank
$1.52M -$109K -1,750 -7%
PAM
312
Panagora Asset Management
Massachusetts
$1.52M +$629K +10,090 +71%
LOAMS
313
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.52M +$1.38M +21,963 +992%
OC
314
Oppenheimer & Co
New York
$1.51M +$174K +2,783 +13%
VKH
315
Virtu KCG Holdings
New York
$1.48M -$929K -14,886 -39%
HNB
316
Huntington National Bank
Ohio
$1.45M +$371K +5,953 +34%
CP
317
Camelot Portfolios
Ohio
$1.45M -$21.5K -345 -1%
FB
318
Fulton Bank
Pennsylvania
$1.44M +$3.06K +49 +0.2%
DPIM
319
Duff & Phelps Investment Management
Illinois
$1.42M – – –
LTFS
320
Ladenburg Thalmann Financial Services
Florida
$1.42M -$134K -2,126 -9%
MM
321
Midas Management
New York
$1.4M – – –
Walleye Trading
322
Walleye Trading
New York
$1.34M +$564K +9,040 +73%
WKWM
323
Walter & Keenan Wealth Management
Indiana
$1.33M – – –
Los Angeles Capital Management
324
Los Angeles Capital Management
California
$1.3M -$22.3K -358 -2%
LCM
325
Liberty Capital Management
Michigan
$1.28M – – –
11 12
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