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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$213M
2
Invesco
Invesco
Georgia
+$175M
3
Goldman Sachs
Goldman Sachs
New York
+$145M
4
Morgan Stanley
Morgan Stanley
New York
+$79.6M
5
Asset Management One
Asset Management One
Japan
+$37.9M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$188M
2
American Century Companies
American Century Companies
Missouri
-$98.3M
3
PI
PGGM Investments
Netherlands
-$83M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$72.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
351
Norinchukin Bank
Japan
$1.47M +$189K +2,831 +15%
NA
352
NewEdge Advisors
Louisiana
$1.46M -$206K -3,110 -12%
TCM
353
Tekla Capital Management
Massachusetts
$1.43M +$1.43M +21,400 New
CBOA
354
Commonwealth Bank of Australia
Australia
$1.41M -$17.2K -257 -1%
BHC
355
Bowen Hanes & Co
Florida
$1.4M +$23.4K +350 +2%
COPPSERS
356
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.39M +$22.8K +340 +2%
SDIC
357
South Dakota Investment Council
South Dakota
$1.37M +$1.37M +20,500 New
FAM
358
Fred Alger Management
New York
$1.37M -$8.1K -121 -0.6%
Nomura Holdings
359
Nomura Holdings
Japan
$1.37M +$1.37M +20,554 New
ISL
360
Ingalls & Snyder LLC
New York
$1.36M -$268K -4,000 -16%
SOAMC
361
Spirit of America Management Corp
New York
$1.36M – – –
WDA
362
Wendell David Associates
New Hampshire
$1.35M – – –
Connor, Clark & Lunn Investment Management (CC&L)
363
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.33M +$1.33M +19,925 New
LWAC
364
Laurel Wealth Advisors (California)
California
$1.32M -$103K -1,537 -7%
CS
365
Candriam SCA
Luxembourg
$1.29M -$291K -4,352 -18%
PA
366
Profund Advisors
Maryland
$1.27M -$403K -6,019 -24%
BF
367
BOK Financial
Oklahoma
$1.27M -$27.7K -413 -2%
BFO
368
Boston Family Office
Massachusetts
$1.27M +$234K +3,500 +23%
CIBC World Market
369
CIBC World Market
Ontario, Canada
$1.26M -$1.55M -23,099 -55%
CB
370
Commerce Bank
Missouri
$1.23M -$36.8K -550 -3%
BPC
371
Banque Pictet & Cie
Switzerland
$1.23M – – –
MFS
372
MSI Financial Services
Massachusetts
$1.23M -$140K -2,091 -10%
PAM
373
Panagora Asset Management
Massachusetts
$1.23M +$217K +3,247 +22%
WAM
374
Wolverine Asset Management
Illinois
$1.22M -$191K -2,854 -14%
BG
375
Bahl & Gaynor
Ohio
$1.22M -$97K -1,449 -7%
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