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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 %
MCM
351
Maple Capital Management
Vermont
$1.33M +$69.6K +900 +6%
Creative Planning
352
Creative Planning
Kansas
$1.31M +$15K +194 +1%
SIA
353
Stancorp Investment Advisers
Oregon
$1.3M -$873K -11,281 -40%
RMCM
354
Reynders McVeigh Capital Management
Massachusetts
$1.3M -$3.87K -50 -0.3%
IOOF
355
Independent Order of Foresters
Ontario, Canada
$1.3M – – –
TU
356
TDAM USA
Ontario, Canada
$1.28M +$127K +1,640 +11%
BF
357
BOK Financial
Oklahoma
$1.27M +$285K +3,690 +29%
CAN
358
Cetera Advisor Networks
California
$1.25M +$1.25M +16,206 New
NIT
359
NumerixS Investment Technologies
British Columbia, Canada
$1.24M -$3.4K -44 -0.3%
FAAS
360
First Allied Advisory Services
California
$1.23M -$132K -1,709 -10%
IGIM
361
I.G. Investment Management
Manitoba, Canada
$1.23M +$773K +9,997 +169%
QIM
362
Quantitative Investment Management
Virginia
$1.21M +$1.21M +15,700 New
FWIA
363
Fort Washington Investment Advisors
Ohio
$1.18M +$352K +4,550 +43%
BHC
364
Bowen Hanes & Co
Florida
$1.16M +$11.6K +150 +1%
WRM
365
Westport Resources Management
Connecticut
$1.14M +$151K +1,945 +15%
GCA
366
Gideon Capital Advisors
New York
$1.14M +$1.14M +14,769 New
PL
367
Perpetual Ltd
Australia
$1.14M -$147K -1,900 -11%
TMAM
368
Tokio Marine Asset Management
Japan
$1.14M -$64.4K -833 -5%
KT
369
Kanaly Trust
Texas
$1.13M +$851 +11 +0.1%
WPP
370
Whalerock Point Partners
Rhode Island
$1.13M +$46.4K +600 +4%
BO
371
BRR OpCo
Ohio
$1.12M -$15.9K -206 -1%
ICAS
372
Investors Capital Advisory Services
Massachusetts
$1.11M -$20K -259 -2%
ONB
373
Old National Bancorp
Indiana
$1.1M +$704K +9,106 +176%
BCM
374
BTR Capital Management
California
$1.1M -$2.48M -31,999 -69%
CWM
375
Concert Wealth Management
California
$1.1M +$75.9K +1,261 +7%
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