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Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
Deutsche Bank
Germany
$289M
4
SAMC
Shinko Asset Management Company
Japan
$439M
5
HRES
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$310M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$170M
3
JHIU
Janus Henderson Investors US
Colorado
$5.4M
4
SB
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPC
376
Banque Pictet & Cie
Switzerland
$547K – – –
FA
377
FDx Advisors
Illinois
$524K +$95.3K +1,600 +22%
T
378
TradeWorx
New Jersey
$519K +$519K +8,716 New
GLRA
379
Gerald L. Ray & Associates
Texas
$504K – – –
FBT
380
Founders Bank & Trust
Michigan
$503K +$135K +2,263 +37%
ST
381
Semper Trust
Pennsylvania
$501K -$20.9K -350 -4%
LIA
382
LS Investment Advisors
Michigan
$500K +$162K +2,712 +48%
WDA
383
Wendell David Associates
New Hampshire
$492K – – –
DA
384
Dunvegan Associates
California
$485K -$38.4K -643 -7%
WRM
385
Westport Resources Management
Connecticut
$479K +$59.8K +1,004 +14%
BAS
386
Brown Advisory Securities
Maryland
$471K +$37.7K +630 +9%
MBT
387
Monroe Bank & Trust
Michigan
$464K -$26.5K -445 -5%
GHAM
388
Gilman Hill Asset Management
Connecticut
$463K +$240K +4,025 +107%
DILH
389
Dai-ichi Life Holdings
Japan
$460K +$33.6K +564 +8%
JIC
390
Johnson Investment Counsel
Ohio
$456K -$25.1K -422 -5%
FCI
391
Financial Counselors Inc
Kansas
$455K +$96.9K +1,625 +27%
CEP
392
Chicago Equity Partners
Illinois
$452K +$452K +7,600 New
Axa
393
Axa
France
$436K -$597K -10,000 -58%
CIC
394
Carnegie Investment Counsel
Ohio
$434K – – –
MG
395
MDE Group
New Jersey
$426K +$109K +1,836 +35%
CB
396
Chemical Bank
Michigan
$422K -$15K -251 -3%
ANRIA
397
American National Registered Investment Advisor
Texas
$422K – – –
HighTower Advisors
398
HighTower Advisors
Illinois
$419K -$128K -2,150 -23%
PAM
399
PartnerRe Asset Management
Connecticut
$418K +$3.52K +59 +0.8%
AB
400
Amalgamated Bank
New York
$413K -$7.93K -133 -2%
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