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Welltower

712 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $91M | Put options by funds: $70.2M

21% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 251

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0.2% less ownership

Funds ownership: 87.36%87.16% (-0.2%)

1% less funds holding

Funds holding: 716712 (-4)

6% less capital invested

Capital invested by funds: $23.9B → $22.6B (-$1.34B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
712
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
49
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
351
BOK Financial
Oklahoma
$1.44M -$262K -3,606 -15%
ISL
352
Ingalls & Snyder LLC
New York
$1.44M -$14.3K -197 -1%
FAM
353
Fred Alger Management
New York
$1.41M -$20.3K -279 -1%
Nomura Holdings
354
Nomura Holdings
Japan
$1.36M -$648K -8,905 -32%
MSAM
355
Moloney Securities Asset Management
Missouri
$1.36M -$10.8K -148 -0.8%
LWAC
356
Laurel Wealth Advisors (California)
California
$1.36M -$1.24K -17 -0.1%
Caisse de Depot et Placement du Quebec (CDPQ)
357
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.31M +$87.3K +1,200 +7%
AWA
358
ARS Wealth Advisors
Florida
$1.31M +$25K +344 +2%
FDCDDQ
359
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.28M -$592K -8,143 -31%
WC
360
Whitney & Co
New York
$1.28M
AAS
361
Annex Advisory Services
Wisconsin
$1.28M +$103K +1,416 +8%
N
362
Natixis
France
$1.27M +$1.31M +18,070 New
FM
363
Forward Management
California
$1.26M
Brown Advisory
364
Brown Advisory
Maryland
$1.25M -$48K -660 -4%
ICOA
365
Investment Centers of America
North Dakota
$1.24M +$9.82K +135 +0.8%
AA
366
AlphaMark Advisors
Kentucky
$1.22M -$103K -1,423 -8%
MERSOM
367
Municipal Employees' Retirement System of Michigan
Michigan
$1.22M -$158K -2,170 -11%
SIAP
368
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.21M
CSS
369
Cubist Systematic Strategies
Connecticut
$1.19M +$957K +13,164 +355%
OMCS
370
Old Mutual Customised Solutions
South Africa
$1.18M +$262K +3,600 +27%
BG
371
Bahl & Gaynor
Ohio
$1.18M -$31.6K -435 -3%
LCM
372
Liberty Capital Management
Michigan
$1.18M +$60K +825 +5%
HNB
373
Huntington National Bank
Ohio
$1.17M -$167K -2,290 -12%
IAA
374
Independent Advisor Alliance
North Carolina
$1.17M +$128K +1,755 +11%
BUB
375
BBVA USA Bancshares
Texas
$1.14M -$96.5K -1,327 -8%

WELL Hedge Fund Activity: Q3 2017 in Review

712 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2017, worth a combined $22.6B — down 5.6% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WELL positions and 45 closed out — a net gain of 4 holders — while 304 added to existing stakes and 251 trimmed.

The largest buyer was PGGM Investments, adding an estimated $184M. The largest seller was Invesco, cutting an estimated $144M.

  • 712 institutional investors held Welltower (WELL) as of Q3 2017, down from 716 in Q2 2017.
  • Funds reported $22.6B of Welltower stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 49 funds opened new Welltower positions in Q3 2017 and 45 closed out, a net change of +4 holders.
  • The largest Welltower buyer in Q3 2017 was PGGM Investments, an estimated $184M added.
  • The largest Welltower seller in Q3 2017 was Invesco, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2017.