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Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
Deutsche Bank
Germany
$289M
4
SAMC
Shinko Asset Management Company
Japan
$439M
5
HRES
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$310M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$170M
3
JHIU
Janus Henderson Investors US
Colorado
$5.4M
4
SB
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFSIG
401
San Francisco Sentry Investment Group
California
$413K +$129K +2,169 +46%
AAF
402
Andra AP-fonden
Sweden
$411K -$179K -3,000 -30%
NAM
403
North American Management
Massachusetts
$380K -$35.8K -600 -9%
CTA
404
Colonial Trust Advisors
South Carolina
$362K -$9.31K -156 -3%
1GA
405
1st Global Advisors
Texas
$361K +$124K +2,080 +52%
OA
406
OFI Advisors
Pennsylvania
$359K +$42.4K +713 +13%
AT
407
Arden Trust
Delaware
$356K +$356K +5,977 New
MNBTD
408
Moody National Bank Trust Division
Texas
$353K – – –
AIP
409
Ameritas Investment Partners
Nebraska
$344K -$16.7K -280 -5%
GT
410
Glenmede Trust
Pennsylvania
$344K -$5.93K -100 -2%
CC
411
ClearArc Capital
Ohio
$343K +$22.1K +371 +7%
HH
412
Hilltop Holdings
Texas
$342K +$342K +5,732 New
WA
413
WFG Advisors
Texas
$338K -$43.4K -729 -11%
CI
414
Constellation Investments
Ohio
$322K +$5.96K +100 +2%
BFC
415
Blue Fin Capital
Rhode Island
$319K +$9.83K +165 +3%
BJL
416
Brighton Jones LLC
Washington
$311K -$2.21K -37 -0.7%
OWD
417
Osborn Williams & Donohoe
Ohio
$298K -$71.5K -1,200 -19%
GH
418
GAM Holding
Switzerland
$296K -$4.06M -67,958 -93%
TWI
419
Thomas White International
Illinois
$292K – – –
IHL
420
Investment House LLC
California
$286K – – –
DC
421
Davenport & Co
Virginia
$285K +$41.7K +700 +17%
GVT
422
Genesee Valley Trust
New York
$285K +$25.3K +425 +10%
QBFM
423
QS Batterymarch Financial Management
New York
$284K -$16.3K -274 -5%
WGCA
424
Wolf Group Capital Advisors
Virginia
$276K -$93.7K -1,570 -25%
Toronto Dominion Bank
425
Toronto Dominion Bank
Ontario, Canada
$276K +$1.37K +23 +0.5%
15 16
17
18 19