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Welltower
WELL

Overview Fund Activity

556 hedge funds and large institutions have $13.8B invested in Welltower in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+41
Holders Change %
+7.96%
% of All Funds
16.15%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
87
Increased
207
Reduced
206
Closed
44
Calls
$54.2M
Puts
$29.4M
Net Calls
+$24.8M
Net Calls Change
+$5.92M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$53M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$52.3M
3
Barclays
Barclays
United Kingdom
+$50.2M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$43.7M
5
SAMC
Shinko Asset Management Company
Japan
+$36.9M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$351M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$56.4M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$43.1M
4
BFA
BlackRock Fund Advisors
California
-$32.7M
5
Bank of America
Bank of America
North Carolina
-$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
326
Psagot Value Holdings
Israel
$982K -$409K -7,626 -29%
CCM
327
Cadence Capital Management
Massachusetts
$980K -$52.8K -986 -5%
Zurich Cantonal Bank
328
Zurich Cantonal Bank
Switzerland
$980K +$115K +2,144 +13%
PL
329
Perpetual Ltd
Australia
$963K -$20.1K -376 -2%
Schroder Investment Management Group
330
Schroder Investment Management Group
United Kingdom
$950K -$9.9M -184,805 -91%
PRCM
331
Pine River Capital Management
Minnesota
$948K +$948K +17,700 New
LNC
332
Lincoln National Corp
Pennsylvania
$933K +$933K +17,438 New
RMCM
333
Reynders McVeigh Capital Management
Massachusetts
$931K +$153K +2,850 +20%
HNB
334
Huntington National Bank
Ohio
$927K -$163K -3,039 -15%
Axa
335
Axa
France
$927K – – –
IOOF
336
Independent Order of Foresters
Ontario, Canada
$926K – – –
CAM
337
Cypress Asset Management
Texas
$907K -$94.4K -1,762 -9%
Teacher Retirement System of Texas
338
Teacher Retirement System of Texas
Texas
$883K -$515K -9,617 -37%
DADC
339
D.A. Davidson & Co
Montana
$871K +$60.7K +1,136 +7%
Allianz Asset Management
340
Allianz Asset Management
Germany
$869K +$820K +15,307 +1,677%
CCM
341
Crossvault Capital Management
Texas
$860K +$860K +16,045 New
SIM
342
Sentry Investment Management
Wisconsin
$846K +$616K +11,500 +267%
AWS
343
Aris Wealth Services
Pennsylvania
$842K +$59.4K +1,109 +8%
FAAS
344
First Allied Advisory Services
California
$826K -$3.89K -72 -0.5%
PG
345
PEAK6 Group
Illinois
$824K +$806K +15,039 +4,397%
DCM
346
Decade Capital Management
New York
$812K +$812K +15,150 New
EVM
347
Eaton Vance Management
Massachusetts
$809K -$161K -3,000 -17%
ICAS
348
Investors Capital Advisory Services
Massachusetts
$806K +$26.9K +503 +3%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$805K +$85.3K +1,592 +12%
FWIA
350
Fort Washington Investment Advisors
Ohio
$793K -$3.66M -68,300 -82%
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