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Welltower
WELL

Overview Fund Activity

556 hedge funds and large institutions have $13.8B invested in Welltower in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+41
Holders Change %
+7.96%
% of All Funds
16.15%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
87
Increased
207
Reduced
206
Closed
44
Calls
$54.2M
Puts
$29.4M
Net Calls
+$24.8M
Net Calls Change
+$5.92M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$53M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$52.3M
3
Barclays
Barclays
United Kingdom
+$50.2M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$43.7M
5
SAMC
Shinko Asset Management Company
Japan
+$36.9M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$351M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$56.4M
3
DPIM
Duff & Phelps Investment Management
Illinois
-$43.1M
4
BFA
BlackRock Fund Advisors
California
-$32.7M
5
Bank of America
Bank of America
North Carolina
-$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
401
HL Financial Services
Kentucky
$444K -$536 -10 -0.1%
WDA
402
Wendell David Associates
New Hampshire
$443K -$6.75K -125 -2%
MBT
403
Monroe Bank & Trust
Michigan
$441K -$250K -4,673 -36%
JIC
404
Johnson Investment Counsel
Ohio
$433K -$12.7K -238 -3%
SIM
405
SSI Investment Management
California
$428K – – –
Tudor Investment Corp
406
Tudor Investment Corp
Connecticut
$428K +$428K +7,982 New
Verition Fund Management
407
Verition Fund Management
Connecticut
$422K +$422K +7,879 New
AAIM
408
American Assets Investment Management
California
$409K -$1.23M -22,888 -75%
FA
409
FDx Advisors
Illinois
$400K +$112K +2,007 +39%
EWM
410
Evermay Wealth Management
Virginia
$399K +$399K +7,453 New
CB
411
Chemical Bank
Michigan
$393K -$11.3K -210 -3%
CIC
412
Carnegie Investment Counsel
Ohio
$390K -$16.1K -300 -4%
AC
413
Andromeda Capital
New York
$388K +$388K +7,252 New
BAS
414
Brown Advisory Securities
Maryland
$387K +$48.5K +906 +14%
DILH
415
Dai-ichi Life Holdings
Japan
$384K – – –
ANRIA
416
American National Registered Investment Advisor
Texas
$379K +$26.8K +500 +8%
OC
417
Oppenheimer & Co
New York
$378K -$169K -3,159 -31%
AB
418
Amalgamated Bank
New York
$378K +$378K +7,061 New
WRM
419
Westport Resources Management
Connecticut
$377K -$5.14K -96 -1%
NAM
420
North American Management
Massachusetts
$373K – – –
PAM
421
PartnerRe Asset Management
Connecticut
$372K -$19.2K -359 -5%
Two Sigma Investments
422
Two Sigma Investments
New York
$361K +$361K +6,747 New
FBT
423
Founders Bank & Trust
Michigan
$352K +$92.2K +1,618 +35%
SCM
424
Schnieders Capital Management
California
$344K +$344K +6,425 New
WA
425
WFG Advisors
Texas
$343K -$48.7K -910 -12%
15 16
17
18 19