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Welltower
WELL

Overview Fund Activity

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$185M
2
JHIU
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
Invesco
Georgia
$888M
4
Cohen & Steers
Cohen & Steers
New York
$903M
5
SAMC
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
Deutsche Bank
Germany
$247M
4
VAM
Visium Asset Management
New York
$0
5
AAMU
APG Asset Management US
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
401
Scotia Capital
Ontario, Canada
$347K +$36.2K +580 +12%
MNBTD
402
Moody National Bank Trust Division
Texas
$339K – – –
MG
403
MDE Group
New Jersey
$333K -$16.9K -270 -5%
Jane Street
404
Jane Street
New York
$332K -$1.67M -26,732 -83%
CC
405
ClearArc Capital
Ohio
$326K -$15.4K -247 -5%
FA
406
FDx Advisors
Illinois
$324K -$15.1K -242 -4%
WCA
407
Westover Capital Advisors
Delaware
$323K +$102K +1,522 +46%
QBFM
408
QS Batterymarch Financial Management
New York
$318K -$5.13K -82 -2%
BOS
409
Bank of Stockton
California
$306K -$136K -2,170 -31%
TWI
410
Thomas White International
Illinois
$306K – – –
CI
411
Constellation Investments
Ohio
$306K +$18.7K +300 +7%
IHL
412
Investment House LLC
California
$299K – – –
SFSIG
413
San Francisco Sentry Investment Group
California
$297K +$8.73K +140 +3%
TAM
414
Trillium Asset Management
Massachusetts
$294K +$16.2K +260 +6%
PAA
415
Peregrine Asset Advisers
Oregon
$293K – – –
CCM
416
Carderock Capital Management
Maryland
$290K -$485K -7,775 -63%
FWM
417
Focused Wealth Management
New York
$290K +$290K +4,642 New
WCM
418
Washington Capital Management
Washington
$289K -$122K -1,952 -30%
PFP
419
Pinnacle Financial Partners
Tennessee
$288K +$31.3K +500 +12%
FBT
420
Founders Bank & Trust
Michigan
$284K +$89.7K +1,440 +46%
DCM
421
Dynamic Capital Management
Jersey
$281K +$281K +4,500 New
RT
422
Reliance Trust
Georgia
$277K – – –
CS
423
Comerica Securities
Michigan
$275K +$249 +4 +0.1%
SFG
424
SNS Financial Group
Minnesota
$271K +$29.4K +470 +12%
GVT
425
Genesee Valley Trust
New York
$270K -$934 -15 -0.3%
15 16
17
18 19