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Welltower

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.72% more ownership

Funds ownership: 88.1%90.82% (+2.7%)

5% more capital invested

Capital invested by funds: $20.7B → $21.7B (+$943M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

Holders
632
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$103M
Puts
$32.4M
Net Calls
Net Calls Change

Top Buyers

1 +$437M
2 +$209M
3 +$162M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$127M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$114M

Top Sellers

1 -$548M
2 -$129M
3 -$72.7M
4
Invesco
Invesco
Georgia
-$71.9M
5
JHIU
Janus Henderson Investors US
Colorado
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
401
$680K
402
$671K
403
$670K
404
$669K
405
$669K
406
$666K
407
$630K
408
$620K
409
$604K
410
$603K
411
$599K
412
$599K
413
$593K
414
$589K
415
$583K
416
$583K
417
$582K
418
$577K
419
$558K
420
$553K
421
$552K
422
$541K
423
$538K
424
$531K
425
$527K