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Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
351
Tekla Capital Management
Massachusetts
$1.52M – – –
BF
352
BOK Financial
Oklahoma
$1.49M +$147K +2,075 +11%
MMG
353
Monetary Management Group
Missouri
$1.48M +$1.08M +15,300 +273%
ISL
354
Ingalls & Snyder LLC
New York
$1.46M +$17.7K +250 +1%
SDIC
355
South Dakota Investment Council
South Dakota
$1.45M – – –
FAM
356
Fred Alger Management
New York
$1.44M – – –
WDA
357
Wendell David Associates
New Hampshire
$1.43M – – –
LMGAM
358
Liberty Mutual Group Asset Management
Massachusetts
$1.4M -$537K -7,591 -28%
Jane Street
359
Jane Street
New York
$1.39M +$1.39M +19,666 New
B
360
Bridgeworth
Alabama
$1.38M +$136K +1,919 +11%
FWIA
361
Fort Washington Investment Advisors
Ohio
$1.38M -$573K -8,096 -29%
MSAM
362
Moloney Securities Asset Management
Missouri
$1.37M +$166K +2,344 +14%
LWAC
363
Laurel Wealth Advisors (California)
California
$1.36M -$29.2K -412 -2%
PA
364
Profund Advisors
Maryland
$1.35M -$850 -12 -0.1%
BFO
365
Boston Family Office
Massachusetts
$1.35M – – –
GHA
366
Garcia Hamilton & Associates
Texas
$1.33M -$1.03M -14,414 -44%
AA
367
AlphaMark Advisors
Kentucky
$1.29M +$121K +1,708 +10%
UB
368
UMB Bank
Missouri
$1.29M +$1.29M +18,145 New
FM
369
Forward Management
California
$1.28M – – –
AWA
370
ARS Wealth Advisors
Florida
$1.27M +$348K +4,919 +38%
BWL
371
Bogart Wealth LLC
Virginia
$1.26M +$125K +1,772 +11%
Brown Advisory
372
Brown Advisory
Maryland
$1.26M +$70.5K +997 +6%
BG
373
Bahl & Gaynor
Ohio
$1.25M -$37.8K -533 -3%
WC
374
Whitney & Co
New York
$1.22M – – –
Pacer Advisors
375
Pacer Advisors
Pennsylvania
$1.2M +$183K +2,587 +18%
13 14
15
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