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Welltower
WELL

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Welltower in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 208 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
670
Holders Change
+30
Holders Change %
+4.69%
% of All Funds
17.9%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.8%
New
87
Increased
285
Reduced
208
Closed
47
Calls
$143M
Puts
$68.4M
Net Calls
+$75M
Net Calls Change
-$4.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$871M
2
Invesco
Invesco
Georgia
$536M
3
Deutsche Bank
Deutsche Bank
Germany
$334M
4
Stifel Financial
Stifel Financial
Missouri
$60.7M
5
TA
Teachers Advisors
New York
$146M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
Vanguard Group
Pennsylvania
$3.8B
4
PI
PGGM Investments
Netherlands
$333M
5
SCRM
Security Capital Research & Management
Illinois
$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
QT
376
Quantbot Technologies
New York
$1.21M +$516K +6,775 +74%
Brown Advisory
377
Brown Advisory
Maryland
$1.2M -$160K -2,096 -12%
MCM
378
Maple Capital Management
Vermont
$1.13M -$26.7K -350 -2%
NA
379
NewEdge Advisors
Louisiana
$1.13M +$1.13M +14,830 New
GBA
380
Garrison Bradford & Associates
New York
$1.11M -$533K -7,000 -32%
BFO
381
Boston Family Office
Massachusetts
$1.1M +$228K +3,000 +26%
KRSITF
382
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.1M -$126K -1,656 -10%
KCMRT
383
Kemper Corp Master Retirement Trust
Illinois
$1.09M -$185K -2,425 -15%
FAAS
384
First Allied Advisory Services
California
$1.07M +$133K +1,738 +14%
Nomura Holdings
385
Nomura Holdings
Japan
$1.03M +$1.03M +13,504 New
BO
386
BRR OpCo
Ohio
$1.01M +$12.6K +165 +1%
WI
387
WrapManager Inc
California
$1.01M +$42.9K +563 +4%
DekaBank Deutsche Girozentrale
388
DekaBank Deutsche Girozentrale
Germany
$1.01M +$82.6K +1,092 +9%
HighTower Advisors
389
HighTower Advisors
Illinois
$1M -$1.91M -25,036 -66%
MMG
390
Monetary Management Group
Missouri
$986K -$87.6K -1,150 -8%
ICM
391
IMS Capital Management
Oregon
$969K – – –
FP
392
FDO Partners
Massachusetts
$966K +$966K +12,684 New
FIM
393
Foresters Investment Management
New York
$959K +$959K +12,587 New
HCM
394
Highbridge Capital Management
New York
$954K +$954K +12,522 New
ONB
395
Old National Bancorp
Indiana
$936K -$19.1K -250 -2%
HH
396
Hilltop Holdings
Texas
$915K +$142K +1,859 +18%
Walleye Trading
397
Walleye Trading
New York
$905K +$608K +7,985 +205%
CS
398
Candriam SCA
Luxembourg
$897K +$105K +1,378 +13%
QSS
399
Quantitative Systematic Strategies
Florida
$888K +$888K +11,755 New
FIM
400
Freedom Investment Management
Connecticut
$885K +$217K +2,848 +32%
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16
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