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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
+$213M
2
Invesco
Invesco
Georgia
+$175M
3
Goldman Sachs
Goldman Sachs
New York
+$145M
4
Morgan Stanley
Morgan Stanley
New York
+$79.6M
5
Asset Management One
Asset Management One
Japan
+$37.9M

Top Sellers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$188M
2
American Century Companies
American Century Companies
Missouri
-$98.3M
3
PI
PGGM Investments
Netherlands
-$83M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$72.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$71.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
401
Maple Capital Management
Vermont
$1.02M +$27.8K +415 +3%
OI
402
Oakbrook Investments
Illinois
$1.02M -$264K -3,950 -21%
CTA
403
Chesley Taft & Associates
Illinois
$990K -$669K -10,000 -40%
IAA
404
Independent Advisor Alliance
North Carolina
$973K +$973K +14,570 New
Pacer Advisors
405
Pacer Advisors
Pennsylvania
$956K +$172K +2,577 +22%
LCM
406
Liberty Capital Management
Michigan
$940K -$205K -3,050 -18%
GIM
407
Guardian Investment Management
California
$916K +$916K +13,700 New
Walleye Trading
408
Walleye Trading
New York
$911K +$70.7K +1,056 +8%
CI
409
Cigna Investments
Connecticut
$879K +$879K +13,128 New
AWA
410
ARS Wealth Advisors
Florida
$871K +$320K +4,780 +58%
ED
411
Exane Derivatives
France
$870K +$108K +1,620 +14%
GBA
412
Garrison Bradford & Associates
New York
$870K +$227K +3,400 +35%
FAAS
413
First Allied Advisory Services
California
$869K +$190K +2,847 +28%
MAM
414
Martingale Asset Management
Massachusetts
$864K -$736 -11 -0.1%
WI
415
WrapManager Inc
California
$859K -$38.7K -578 -4%
FBT
416
First Bank & Trust
South Dakota
$848K +$848K +12,660 New
SLI
417
Sumitomo Life Insurance
Japan
$845K +$18.8K +281 +2%
PCM
418
Princeton Capital Management
New Jersey
$820K +$138K +2,056 +20%
KLI
419
Kelman-Lazarov Inc
Tennessee
$818K +$235K +3,515 +40%
OMCS
420
Old Mutual Customised Solutions
South Africa
$810K +$228K +3,400 +39%
AFS
421
Access Financial Services
Minnesota
$802K +$802K +11,985 New
KRSITF
422
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$786K +$10.3K +154 +1%
MERSOM
423
Municipal Employees' Retirement System of Michigan
Michigan
$768K +$12.1K +180 +2%
FIM
424
Freedom Investment Management
Connecticut
$759K -$25.1K -375 -3%
AI
425
Atria Investments
North Carolina
$752K +$344K +5,145 +85%
15 16
17
18 19