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Welltower

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

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:

1.09% less ownership

Funds ownership: 87.76%86.67% (-1.1%)

10% less capital invested

Capital invested by funds: $23.3B → $21B (-$2.32B)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

Holders
695
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$146M
Puts
$104M
Net Calls
Net Calls Change

Top Buyers

1 +$213M
2 +$175M
3 +$145M
4
Morgan Stanley
Morgan Stanley
New York
+$79.6M
5
Asset Management One
Asset Management One
Japan
+$37.9M

Top Sellers

1 -$188M
2 -$98.3M
3 -$83M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$72.6M
5
JP Morgan Chase
JP Morgan Chase
New York
-$71.9M
Name Holding Trade Value Shares
Change
Change in
Stake
401
$1.02M
402
$1.02M
403
$990K
404
$973K
405
$956K
406
$940K
407
$916K
408
$911K
409
$879K
410
$871K
411
$870K
412
$870K
413
$869K
414
$864K
415
$859K
416
$848K
417
$845K
418
$820K
419
$818K
420
$810K
421
$802K
422
$786K
423
$768K
424
$759K
425
$752K