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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.79B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$658M
3
Principal Financial Group
Principal Financial Group
Iowa
$350M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.94B

Top Sellers

1
SAMC
Shinko Asset Management Company
Japan
$628M
2
ACA
Anchor Capital Advisors
Massachusetts
$66.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27.5M
4
HI
Honeywell International
North Carolina
$7.2M
5
APG Asset Management
APG Asset Management
Netherlands
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MM
326
Midas Management
New York
$1.74M – – –
SAM
327
Silvercrest Asset Management
New York
$1.74M +$1.74M +22,469 New
WKWM
328
Walter & Keenan Wealth Management
Indiana
$1.68M – – –
CB
329
Commerce Bank
Missouri
$1.6M +$132K +1,707 +9%
CWM
330
Calamos Wealth Management
Illinois
$1.6M +$1.6M +20,680 New
LCM
331
Liberty Capital Management
Michigan
$1.58M – – –
PC
332
Passport Capital
California
$1.58M +$1.58M +20,382 New
DnB Asset Management
333
DnB Asset Management
Norway
$1.57M +$364K +4,700 +30%
GBA
334
Garrison Bradford & Associates
New York
$1.55M -$669K -8,650 -30%
VNA
335
Valley National Advisers
Pennsylvania
$1.54M +$1.47M +19,064 +2,135%
CBOA
336
Commonwealth Bank of Australia
Australia
$1.54M -$85.1K -1,100 -5%
WTC
337
WhitTier Trust Company
Nevada
$1.51M – – –
JG
338
Jefferies Group
New York
$1.49M -$95.2K -1,231 -6%
TYCC
339
Texas Yale Capital Corp
Florida
$1.49M +$133K +1,724 +10%
ISL
340
Ingalls & Snyder LLC
New York
$1.48M +$58K +750 +4%
WAM
341
Wolverine Asset Management
Illinois
$1.46M -$296K -3,824 -17%
Northwestern Mutual Wealth Management
342
Northwestern Mutual Wealth Management
Wisconsin
$1.45M -$86K -1,112 -6%
Rafferty Asset Management
343
Rafferty Asset Management
New York
$1.45M +$699K +9,032 +93%
AWS
344
Aris Wealth Services
Pennsylvania
$1.45M -$16.8K -217 -1%
WC
345
Whitney & Co
New York
$1.42M -$54.1K -700 -4%
Walleye Trading
346
Walleye Trading
New York
$1.37M +$1.37M +17,765 New
LNC
347
Lincoln National Corp
Pennsylvania
$1.37M +$88.9K +1,149 +7%
EVM
348
Eaton Vance Management
Massachusetts
$1.37M +$144K +1,860 +12%
MYAM
349
Meiji Yasuda Asset Management
Japan
$1.36M +$139K +1,800 +11%
TCM
350
Telos Capital Management
California
$1.34M -$74.4K -962 -5%
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