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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$213M
2
Invesco
Invesco
Georgia
+$175M
3
Goldman Sachs
Goldman Sachs
New York
+$145M
4
Morgan Stanley
Morgan Stanley
New York
+$79.6M
5
Asset Management One
Asset Management One
Japan
+$37.9M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$188M
2
American Century Companies
American Century Companies
Missouri
-$98.3M
3
PI
PGGM Investments
Netherlands
-$83M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$72.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
376
Forward Management
California
$1.21M -$1.21M -18,000 -50%
HighTower Advisors
377
HighTower Advisors
Illinois
$1.19M +$110K +1,649 +10%
N
378
Natixis
France
$1.18M +$436K +6,521 +59%
B
379
Bridgeworth
Alabama
$1.16M +$1.16M +17,542 New
Wolverine Trading
380
Wolverine Trading
Illinois
$1.16M +$1.16M +17,344 New
WC
381
Whitney & Co
New York
$1.16M -$13.4K -200 -1%
SPC
382
Sigma Planning Corp
Michigan
$1.16M +$233K +3,475 +25%
PS
383
Pensionfund Sabic
Netherlands
$1.15M – – –
MSAM
384
Moloney Securities Asset Management
Missouri
$1.14M +$1.14M +16,989 New
KT
385
Kanaly Trust
Texas
$1.14M +$6.36K +95 +0.6%
Brown Advisory
386
Brown Advisory
Maryland
$1.13M +$18.1K +270 +2%
RG
387
Rikoon Group
New Mexico
$1.11M +$145K +2,198 +15%
WTC
388
WhitTier Trust Company
Nevada
$1.11M -$53.9K -806 -5%
LFAS
389
Level Four Advisory Services
Texas
$1.11M +$1.11M +16,582 New
AA
390
AlphaMark Advisors
Kentucky
$1.11M +$61.9K +925 +6%
AT
391
Arden Trust
Delaware
$1.1M +$28.7K +429 +3%
HNB
392
Huntington National Bank
Ohio
$1.08M -$85.5K -1,279 -7%
BWL
393
Bogart Wealth LLC
Virginia
$1.08M +$1.08M +16,068 New
SIAP
394
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.07M +$1.07M +16,046 New
1GA
395
1st Global Advisors
Texas
$1.06M -$92.2K -1,377 -8%
Wellington Management Group
396
Wellington Management Group
Massachusetts
$1.06M +$71.3K +1,065 +7%
AssetMark Inc
397
AssetMark Inc
California
$1.04M -$213K -3,181 -17%
PE
398
Point72 Europe
United Kingdom
$1.04M +$1.04M +15,600 New
QSS
399
Quantitative Systematic Strategies
Florida
$1.03M +$193K +2,929 +23%
BUB
400
BBVA USA Bancshares
Texas
$1.02M +$56.6K +845 +6%
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