WELL icon

Welltower

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

1.09% less ownership

Funds ownership: 87.76%86.67% (-1.1%)

10% less capital invested

Capital invested by funds: $23.3B → $21B (-$2.32B)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

Holders
695
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$146M
Puts
$104M
Net Calls
Net Calls Change

Top Buyers

1 +$213M
2 +$175M
3 +$145M
4
Morgan Stanley
Morgan Stanley
New York
+$79.6M
5
Asset Management One
Asset Management One
Japan
+$37.9M

Top Sellers

1 -$188M
2 -$98.3M
3 -$83M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$72.6M
5
JP Morgan Chase
JP Morgan Chase
New York
-$71.9M
Name Holding Trade Value Shares
Change
Change in
Stake
301
$2.09M
302
$2.08M
303
$2.07M
304
$2.05M
305
$2.05M
306
$2.03M
307
$1.99M
308
$1.97M
309
$1.95M
310
$1.95M
311
$1.95M
312
$1.94M
313
$1.92M
314
$1.91M
315
$1.9M
316
$1.87M
317
$1.86M
318
$1.85M
319
$1.85M
320
$1.83M
321
$1.83M
322
$1.8M
323
$1.78M
324
$1.78M
325
$1.77M