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Welltower
WELL

Overview Fund Activity

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$185M
2
JHIU
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
Invesco
Georgia
$888M
4
Cohen & Steers
Cohen & Steers
New York
$903M
5
SAMC
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
Deutsche Bank
Germany
$247M
4
VAM
Visium Asset Management
New York
$0
5
AAMU
APG Asset Management US
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAM
351
Aston Asset Management
Illinois
$674K -$46.8K -750 -6%
CI
352
Conning Inc
Connecticut
$658K +$42.4K +680 +7%
PCM
353
Parsons Capital Management
Rhode Island
$657K – – –
OC
354
Oppenheimer & Co
New York
$637K +$221K +3,550 +53%
KRSITF
355
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$637K +$637K +10,216 New
RFC
356
Regions Financial Corp
Alabama
$625K -$39.7K -636 -6%
SONJCPFE
357
State of New Jersey Common Pension Fund E
New Jersey
$624K – – –
Robeco Institutional Asset Management
358
Robeco Institutional Asset Management
Netherlands
$590K +$99.7K +1,598 +20%
NPC
359
National Planning Corporation
California
$585K +$124K +1,948 +27%
DA
360
Dunvegan Associates
California
$579K – – –
CWM
361
Concert Wealth Management
California
$567K +$567K +9,089 New
GLRA
362
Gerald L. Ray & Associates
Texas
$562K +$6.24K +100 +1%
ST
363
Semper Trust
Pennsylvania
$561K +$99.7K +1,600 +22%
BF
364
BOK Financial
Oklahoma
$557K -$25.1K -402 -4%
AA
365
AlphaMark Advisors
Kentucky
$557K +$112K +1,800 +25%
MERSOM
366
Municipal Employees' Retirement System of Michigan
Michigan
$543K +$543K +8,700 New
JG
367
Jefferies Group
New York
$525K +$525K +8,403 New
JIC
368
Johnson Investment Counsel
Ohio
$519K -$99.7K -1,600 -16%
HFS
369
HL Financial Services
Kentucky
$518K -$235K -3,761 -31%
WDA
370
Wendell David Associates
New Hampshire
$516K +$7.75K +125 +2%
FCI
371
Financial Counselors Inc
Kansas
$502K +$26.5K +425 +6%
Rafferty Asset Management
372
Rafferty Asset Management
New York
$499K -$235K -3,760 -32%
SIM
373
SSI Investment Management
California
$499K – – –
HighTower Advisors
374
HighTower Advisors
Illinois
$498K -$388K -6,220 -44%
TU
375
TDAM USA
Ontario, Canada
$483K +$483K +7,747 New
13 14
15
16 17