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Welltower

712 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $91M | Put options by funds: $70.2M

21% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 251

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0.2% less ownership

Funds ownership: 87.36%87.16% (-0.2%)

1% less funds holding

Funds holding: 716712 (-4)

6% less capital invested

Capital invested by funds: $23.9B → $22.6B (-$1.34B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
712
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
49
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
401
Beacon Investment Advisory Services
New Jersey
$886K +$459K +6,310 +100%
SLI
402
Sumitomo Life Insurance
Japan
$857K -$15.5K -213 -2%
PP
403
Paloma Partners
Connecticut
$849K -$360K -4,955 -29%
WCM
404
Windward Capital Management
California
$827K +$28.9K +397 +3%
WS
405
Wedbush Securities
California
$826K +$133K +1,825 +18%
BCM
406
Bayesian Capital Management
New York
$823K +$852K +11,713 New
HH
407
Hilltop Holdings
Texas
$805K +$26.5K +365 +3%
LCM
408
Landscape Capital Management
New Jersey
$794K +$822K +11,300 New
GBA
409
Garrison Bradford & Associates
New York
$787K -$72.7K -1,000 -8%
CT
410
Clearstead Trust
Maine
$777K -$1.22M -16,764 -60%
WTB
411
Washington Trust Bank
Washington
$766K +$33.3K +458 +4%
GBT
412
Grove Bank & Trust
Florida
$737K +$233K +3,202 +44%
CFA
413
Carroll Financial Associates
North Carolina
$735K +$5.38K +74 +0.7%
SIM
414
Sentry Investment Management
Wisconsin
$734K -$1.07M -14,722 -59%
EOJOAM
415
E. Ohman J:or Asset Management
Sweden
$731K +$21.8K +300 +3%
II
416
IFM Investors
Australia
$727K +$24.4K +336 +3%
ZB
417
Zions Bancorporation
Utah
$724K +$699K +9,609 +1,389%
LIA
418
LS Investment Advisors
Michigan
$705K +$30.5K +420 +4%
Pacer Advisors
419
Pacer Advisors
Pennsylvania
$704K +$68.6K +943 +10%
AAIM
420
American Assets Investment Management
California
$703K
CIBC World Market
421
CIBC World Market
Ontario, Canada
$699K -$1.19M -16,325 -62%
Verition Fund Management
422
Verition Fund Management
Connecticut
$696K +$720K +9,908 New
ECM
423
Everence Capital Management
Indiana
$695K
IRF
424
IBM Retirement Fund
New York
$692K
GWM
425
Geneos Wealth Management
Colorado
$689K +$580K +7,972 +434%

WELL Hedge Fund Activity: Q3 2017 in Review

712 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2017, worth a combined $22.6B — down 5.6% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WELL positions and 45 closed out — a net gain of 4 holders — while 304 added to existing stakes and 251 trimmed.

The largest buyer was PGGM Investments, adding an estimated $184M. The largest seller was Invesco, cutting an estimated $144M.

  • 712 institutional investors held Welltower (WELL) as of Q3 2017, down from 716 in Q2 2017.
  • Funds reported $22.6B of Welltower stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 49 funds opened new Welltower positions in Q3 2017 and 45 closed out, a net change of +4 holders.
  • The largest Welltower buyer in Q3 2017 was PGGM Investments, an estimated $184M added.
  • The largest Welltower seller in Q3 2017 was Invesco, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2017.