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Welltower
WELL

632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 29

138% more call options, than puts

Call options by funds: $128M | Put options by funds: $53.7M

50% more funds holding in top 10

Funds holding in top 10: 20 → 30 (+10)

24% more capital invested

Capital invested by funds: $18.1B → $22.5B (+$4.36B)

10% more funds holding

Funds holding: 572 → 632 (+60)

5% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 219

0.94% more ownership

Funds ownership: 89.73% → 90.66% (+0.94%)

Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
16.85%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
99
Increased
230
Reduced
219
Closed
29
Calls
$128M
Puts
$53.7M
Net Calls
+$74.2M
Net Calls Change
-$20.3M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$257M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$120M
3
JP Morgan Chase
JP Morgan Chase
New York
+$92.3M
4
BFA
BlackRock Fund Advisors
California
+$71.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$68.3M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$174M
2
Deutsche Bank
Deutsche Bank
Germany
-$129M
3
N
Nuveen
North Carolina
-$44.7M
4
ECM
EII Capital Management
New York
-$44.4M
5
HCM
Highbridge Capital Management
New York
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
301
EULAV Asset Management
Florida
$1.92M – – –
Nomura Holdings
302
Nomura Holdings
Japan
$1.91M +$669K +9,377 +58%
PC
303
Polar Capital
United Kingdom
$1.89M -$357K -5,000 -17%
Jennison Associates
304
Jennison Associates
New York
$1.89M +$1.78M +24,963 New
AWCI
305
Alpine Woods Capital Investors
New York
$1.88M -$571K -8,000 -24%
LSERS
306
Louisiana State Employees Retirement System
Louisiana
$1.87M -$14.3K -200 -0.8%
LP
307
LMR Partners
United Kingdom
$1.85M +$507K +7,108 +41%
OI
308
Oakbrook Investments
Illinois
$1.85M -$85.7K -1,200 -5%
PAM
309
Panagora Asset Management
Massachusetts
$1.84M – – –
KRS
310
Kentucky Retirement Systems
Kentucky
$1.84M -$60.8K -852 -3%
OC
311
Oppenheimer & Co
New York
$1.83M +$4.43K +62 +0.3%
CNFG
312
Creegan & Nassoura Financial Group
New Hampshire
$1.82M +$1.71M +24,016 New
CAM
313
Cypress Asset Management
Texas
$1.78M +$266K +3,725 +19%
DCM
314
Driehaus Capital Management
Illinois
$1.77M +$1.67M +23,400 New
CP
315
Camelot Portfolios
Ohio
$1.76M +$6.78K +95 +0.4%
FB
316
Fulton Bank
Pennsylvania
$1.75M -$286 -4 -0%
HNB
317
Huntington National Bank
Ohio
$1.74M -$20.3K -284 -1%
BCMO
318
Buckingham Capital Management (Ohio)
Ohio
$1.72M -$466K -6,533 -22%
WAM
319
Wolverine Asset Management
Illinois
$1.72M +$594K +8,323 +58%
MM
320
Midas Management
New York
$1.7M – – –
LNB
321
Ledyard National Bank
$1.69M -$144K -2,010 -8%
CC
322
Cipher Capital
New York
$1.69M -$1.23M -17,239 -44%
TFA
323
Transamerica Financial Advisors
Florida
$1.64M +$1.49M +20,874 +2,509%
WKWM
324
Walter & Keenan Wealth Management
Indiana
$1.64M +$25K +350 +2%
ACP
325
Ashfield Capital Partners
California
$1.64M +$102K +1,430 +7%
11 12
13
14 15

WELL Hedge Fund Activity: Q4 2014 in Review

632 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2014, worth a combined $22.5B — up 24% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WELL positions and 29 closed out — a net gain of 70 holders — while 230 added to existing stakes and 219 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $257M. The largest seller was Invesco, cutting an estimated $174M.

  • 632 institutional investors held Welltower (WELL) as of Q4 2014, up from 572 in Q3 2014.
  • Funds reported $22.5B of Welltower stock for Q4 2014, up 24% quarter-over-quarter.
  • 99 funds opened new Welltower positions in Q4 2014 and 29 closed out, a net change of +70 holders.
  • The largest Welltower buyer in Q4 2014 was Cohen & Steers, an estimated $257M added.
  • The largest Welltower seller in Q4 2014 was Invesco, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2014.