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Welltower
WELL

Overview Fund Activity

582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
71
Increased
258
Reduced
164
Closed
20
Calls
$49.1M
Puts
$22.9M
Net Calls
+$26.1M
Net Calls Change
-$11.1M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.72B
3
Norges Bank
3
Norges Bank
Norway
$257M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$363M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$116M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$24M
3
SB
3
Suntrust Banks
Georgia
$6.03M
4
ACI
4
AMP Capital Investors
Australia
$81.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
326
WhitTier Trust Company
Nevada
$1.29M -$5.33K -85 -0.4%
FNBOO
327
First National Bank of Omaha
Nebraska
$1.29M +$72.1K +1,151 +6%
LCM
328
Liberty Capital Management
Michigan
$1.28M -$99K -1,580 -7%
WAM
329
Wolverine Asset Management
Illinois
$1.23M -$34K -542 -3%
WC
330
Whitney & Co
New York
$1.21M – – –
MYAM
331
Meiji Yasuda Asset Management
Japan
$1.2M -$100K -1,600 -8%
CG
332
Clinton Group
New York
$1.2M +$1.2M +19,091 New
PCM
333
Palisade Capital Management
New Jersey
$1.16M +$1.16M +18,566 New
CAM
334
Capstone Asset Management
Texas
$1.14M -$136K -2,171 -11%
PL
335
Perpetual Ltd
Australia
$1.13M +$20.6K +328 +2%
CB
336
Commerce Bank
Missouri
$1.13M +$13.1K +209 +1%
AWS
337
Aris Wealth Services
Pennsylvania
$1.1M +$62.9K +1,004 +6%
SCM
338
Schnieders Capital Management
California
$1.1M +$183K +2,920 +20%
HNB
339
Huntington National Bank
Ohio
$1.08M +$6.2K +99 +0.6%
ACP
340
Ashfield Capital Partners
California
$1.07M +$150K +2,394 +16%
CAM
341
Cypress Asset Management
Texas
$1.06M -$17.2K -275 -2%
DCM
342
Decade Capital Management
New York
$1.06M +$238K +3,800 +29%
NL
343
NWAM LLC
Washington
$1.06M -$1.75M -27,926 -62%
TCM
344
Telos Capital Management
California
$1.06M +$13.9K +221 +1%
MAM
345
Martingale Asset Management
Massachusetts
$1.05M +$1.05M +16,677 New
FAAS
346
First Allied Advisory Services
California
$1.05M -$170K -2,701 -14%
RMCM
347
Reynders McVeigh Capital Management
Massachusetts
$1.04M -$74.7K -1,192 -7%
Parallax Volatility Advisers
348
Parallax Volatility Advisers
California
$1.04M +$1.04M +16,607 New
CCM
349
Chilton Capital Management
Texas
$1.04M -$1.51M -24,088 -59%
ISL
350
Ingalls & Snyder LLC
New York
$1.04M +$185K +2,950 +22%
12 13
14
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