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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.79B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$658M
3
Principal Financial Group
Principal Financial Group
Iowa
$350M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$564M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.94B

Top Sellers

1
SAMC
Shinko Asset Management Company
Japan
$628M
2
ACA
Anchor Capital Advisors
Massachusetts
$66.9M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$27.5M
4
HI
Honeywell International
North Carolina
$7.2M
5
APG Asset Management
APG Asset Management
Netherlands
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMO
376
Buckingham Capital Management (Ohio)
Ohio
$1.06M -$698K -9,026 -40%
MMG
377
Monetary Management Group
Missouri
$1.06M +$430K +5,550 +68%
DekaBank Deutsche Girozentrale
378
DekaBank Deutsche Girozentrale
Germany
$1.05M +$49.7K +634 +5%
CI
379
Conning Inc
Connecticut
$1.03M +$14.7K +190 +1%
SIM
380
Sentry Investment Management
Wisconsin
$1.01M – – –
ED
381
Exane Derivatives
France
$989K +$687K +8,881 +228%
SPC
382
Sigma Planning Corp
Michigan
$979K -$15.6K -202 -2%
KCMRT
383
Kemper Corp Master Retirement Trust
Illinois
$976K +$15.5K +200 +2%
AAM
384
Augustine Asset Management
Florida
$955K – – –
SI
385
Standard Investments
New York
$947K +$947K +12,240 New
N
386
Natixis
France
$936K +$446K +5,761 +91%
CCM
387
Cadence Capital Management
Massachusetts
$930K -$370K -4,777 -28%
GLRA
388
Gerald L. Ray & Associates
Texas
$909K +$294K +3,800 +48%
HH
389
Hilltop Holdings
Texas
$908K +$211K +2,730 +30%
AB
390
Amalgamated Bank
New York
$902K +$262K +3,388 +41%
BAS
391
Brown Advisory Securities
Maryland
$901K +$143K +1,856 +19%
Twin Tree Management
392
Twin Tree Management
Texas
$897K +$897K +11,597 New
AA
393
AlphaMark Advisors
Kentucky
$893K +$7.89K +102 +0.9%
OCG
394
Opus Capital Group
Ohio
$880K +$83.2K +1,075 +10%
KRSITF
395
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$869K -$31.6K -409 -4%
Jones Financial Companies
396
Jones Financial Companies
Missouri
$859K -$202K -2,611 -19%
TRCT
397
Tower Research Capital (TRC)
New York
$857K +$838K +10,832 +4,421%
1GA
398
1st Global Advisors
Texas
$852K +$106K +1,373 +14%
SCM
399
Stevens Capital Management
Pennsylvania
$838K +$838K +10,837 New
NB
400
Norinchukin Bank
Japan
$831K +$65.6K +848 +9%
14 15
16
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