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Welltower
WELL

Overview Fund Activity

572 hedge funds and large institutions have $18.1B invested in Welltower in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 300 increasing their positions, 150 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
16.61%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
29
Increased
300
Reduced
150
Closed
36
Calls
$141M
Puts
$46.5M
Net Calls
+$94.5M
Net Calls Change
+$68.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$875M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$388M
4
ACM
4
Adelante Capital Management
California
$106M
5
State Street
5
State Street
Massachusetts
$917M

Top Sellers

1
ECM
1
EII Capital Management
New York
$70.4M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Norges Bank
3
Norges Bank
Norway
$143M
4
ACI
4
AMP Capital Investors
Australia
$31.9M
5
Barclays
5
Barclays
United Kingdom
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
326
Ashfield Capital Partners
California
$1.26M +$194K +3,114 +18%
BRWA
327
B. Riley Wealth Advisors
Florida
$1.26M -$1.49M -23,915 -54%
PRCM
328
Pine River Capital Management
Minnesota
$1.25M +$1.25M +20,002 New
WTC
329
WhitTier Trust Company
Nevada
$1.23M -$47.2K -757 -4%
CAM
330
Cypress Asset Management
Texas
$1.23M +$175K +2,800 +16%
CB
331
Commerce Bank
Missouri
$1.21M +$88.8K +1,424 +8%
SCM
332
Schnieders Capital Management
California
$1.21M +$118K +1,900 +11%
TMAM
333
Tokio Marine Asset Management
Japan
$1.2M -$137K -2,194 -10%
CSS
334
Cubist Systematic Strategies
Connecticut
$1.19M +$288K +4,611 +32%
WC
335
Whitney & Co
New York
$1.19M -$12.5K -200 -1%
PL
336
Perpetual Ltd
Australia
$1.19M +$63.2K +1,013 +6%
AWS
337
Aris Wealth Services
Pennsylvania
$1.18M +$83.1K +1,333 +8%
Two Sigma Advisers
338
Two Sigma Advisers
New York
$1.18M +$224K +3,600 +24%
FAAS
339
First Allied Advisory Services
California
$1.17M +$136K +2,181 +13%
FNBOO
340
First National Bank of Omaha
Nebraska
$1.17M -$113K -1,809 -9%
DCM
341
Dupont Capital Management
Delaware
$1.17M +$1.17M +18,700 New
CAM
342
Capstone Asset Management
Texas
$1.16M +$29.9K +480 +3%
ISL
343
Ingalls & Snyder LLC
New York
$1.15M +$112K +1,800 +11%
TCM
344
Telos Capital Management
California
$1.13M +$71.4K +1,145 +7%
TYCC
345
Texas Yale Capital Corp
Florida
$1.1M +$130K +2,080 +13%
MYAM
346
Meiji Yasuda Asset Management
Japan
$1.09M -$99.8K -1,600 -8%
LP
347
LMR Partners
United Kingdom
$1.08M +$1.08M +17,360 New
Creative Planning
348
Creative Planning
Kansas
$1.05M +$236K +3,779 +29%
RMCM
349
Reynders McVeigh Capital Management
Massachusetts
$1.04M – – –
LNC
350
Lincoln National Corp
Pennsylvania
$1.03M +$85.7K +1,374 +9%
12 13
14
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