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Welltower
WELL

Overview Fund Activity

594 hedge funds and large institutions have $20.7B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 215 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.6%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
69
Increased
235
Reduced
215
Closed
84
Calls
$97.9M
Puts
$30.9M
Net Calls
+$67M
Net Calls Change
+$17.9M

Top Buyers

1
HRES
Heitman Real Estate Securities
Illinois
$223M
2
Bank of America
Bank of America
North Carolina
$268M
3
LIMS
Lasalle Investment Management Securities
Maryland
$222M
4
OAC
OMERS Administration Corp
Ontario, Canada
$44.8M
5
Ameriprise
Ameriprise
Minnesota
$61.9M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$60.3M
2
Invesco
Invesco
Georgia
$382M
3
Cohen & Steers
Cohen & Steers
New York
$1.32B
4
SAMC
Shinko Asset Management Company
Japan
$339M
5
CS
Credit Suisse
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
BO
351
BRR OpCo
Ohio
$997K -$19K -280 -2%
OA
352
OFI Advisors
Pennsylvania
$970K -$32.3K -477 -3%
Parallax Volatility Advisers
353
Parallax Volatility Advisers
California
$919K +$919K +13,569 New
SIM
354
Sentry Investment Management
Wisconsin
$888K – – –
Robeco Institutional Asset Management
355
Robeco Institutional Asset Management
Netherlands
$883K -$1.3M -19,204 -60%
Jane Street
356
Jane Street
New York
$868K -$1M -14,778 -54%
BCM
357
BTR Capital Management
California
$866K -$91.4K -1,350 -10%
AB
358
Amalgamated Bank
New York
$861K +$28.4K +419 +3%
AAM
359
Augustine Asset Management
Florida
$859K – – –
CI
360
Conning Inc
Connecticut
$853K -$54.9K -810 -6%
AA
361
AlphaMark Advisors
Kentucky
$851K +$62.7K +926 +8%
TNBTD
362
Trustmark National Bank Trust Department
Mississippi
$849K +$170K +2,518 +25%
QT
363
Quantbot Technologies
New York
$833K -$50.4K -745 -6%
TMAM
364
Tokio Marine Asset Management
Japan
$808K -$10.6K -156 -1%
LP
365
LMR Partners
United Kingdom
$804K -$46.6K -689 -5%
GLRA
366
Gerald L. Ray & Associates
Texas
$796K – – –
KRSITF
367
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$796K +$20.7K +306 +3%
1GA
368
1st Global Advisors
Texas
$774K +$51K +754 +7%
WAM
369
Wolverine Asset Management
Illinois
$772K +$54.9K +811 +8%
Fifth Third Bancorp
370
Fifth Third Bancorp
Ohio
$768K -$4.64M -68,509 -86%
Allianz Asset Management
371
Allianz Asset Management
Germany
$760K -$10.3M -152,356 -93%
Toronto Dominion Bank
372
Toronto Dominion Bank
Ontario, Canada
$759K +$103K +1,519 +16%
Capital Fund Management (CFM)
373
Capital Fund Management (CFM)
France
$757K +$757K +11,181 New
BAS
374
Brown Advisory Securities
Maryland
$732K +$2.03K +30 +0.3%
SPC
375
Sigma Planning Corp
Michigan
$723K -$184K -2,717 -20%
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