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Welltower

701 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 232 increasing their positions, 309 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less funds holding

Funds holding: 730701 (-29)

25% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 309

30% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 74

Holders
701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$121M
Puts
$83.2M
Net Calls
Net Calls Change

Top Buyers

1 +$356M
2 +$323M
3 +$121M
4
BlackRock
BlackRock
New York
+$82.5M
5
EC
Eminence Capital
New York
+$80.2M

Top Sellers

1 -$351M
2 -$174M
3 -$172M
4
Morgan Stanley
Morgan Stanley
New York
-$129M
5
State Street
State Street
Massachusetts
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
376
$654K
377
$647K
378
$647K
379
$639K
380
$629K
381
$626K
382
$624K
383
$619K
384
$614K
385
$608K
386
$606K
387
$602K
388
$595K
389
$572K
390
$568K
391
$559K
392
$559K
393
$557K
394
$556K
395
$554K
396
$551K
397
$551K
398
$551K
399
$547K
400
$547K