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Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
Deutsche Bank
Germany
$289M
4
SAMC
Shinko Asset Management Company
Japan
$439M
5
HRES
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$310M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$170M
3
JHIU
Janus Henderson Investors US
Colorado
$5.4M
4
SB
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
IOOF
326
Independent Order of Foresters
Ontario, Canada
$1.03M – – –
CAM
327
Cypress Asset Management
Texas
$1.03M +$19.4K +325 +2%
HNB
328
Huntington National Bank
Ohio
$1.02M -$7.63K -128 -0.7%
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$1.01M +$114K +1,907 +13%
TCM
330
Telos Capital Management
California
$994K +$161K +2,698 +19%
AWS
331
Aris Wealth Services
Pennsylvania
$991K +$53.4K +895 +6%
CCM
332
Crossvault Capital Management
Texas
$956K – – –
SIM
333
Sentry Investment Management
Wisconsin
$942K – – –
EVM
334
Eaton Vance Management
Massachusetts
$927K +$27.5K +462 +3%
MCM
335
Maple Capital Management
Vermont
$924K +$92.3K +1,550 +11%
CCM
336
Cadence Capital Management
Massachusetts
$921K -$170K -2,856 -16%
BO
337
BRR OpCo
Ohio
$901K +$51.3K +860 +6%
ACP
338
Ashfield Capital Partners
California
$876K +$76.3K +1,280 +10%
ICAS
339
Investors Capital Advisory Services
Massachusetts
$869K -$28.7K -481 -3%
WPP
340
Whalerock Point Partners
Rhode Island
$867K +$125K +2,100 +17%
SCM
341
Schnieders Capital Management
California
$867K +$484K +8,125 +126%
LNC
342
Lincoln National Corp
Pennsylvania
$856K -$183K -3,072 -18%
TYCC
343
Texas Yale Capital Corp
Florida
$841K +$107K +1,791 +15%
BA
344
BlackRock Advisors
Delaware
$839K -$2.15K -36 -0.3%
PVH
345
Psagot Value Holdings
Israel
$819K -$273K -4,583 -25%
Jane Street
346
Jane Street
New York
$816K +$495K +8,308 +154%
ISL
347
Ingalls & Snyder LLC
New York
$812K +$34.3K +575 +4%
KT
348
Kanaly Trust
Texas
$809K -$2.38K -40 -0.3%
Creative Planning
349
Creative Planning
Kansas
$794K +$2.92K +49 +0.4%
BWP
350
Baldwin Wealth Partners
Massachusetts
$788K -$17.9K -300 -2%
12 13
14
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