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Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$104M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$72.2M
3
Wells Fargo
Wells Fargo
California
+$69M
4
Invesco
Invesco
Georgia
+$65M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$58M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$252M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$199M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$139M
4
Bank of America
Bank of America
North Carolina
-$74.7M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$46.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
401
Verition Fund Management
Connecticut
$908K +$276K +4,323 +44%
MCM
402
Maple Capital Management
Vermont
$907K -$7.33K -115 -0.8%
FBT
403
First Bank & Trust
South Dakota
$905K -$255 -4 -0%
PAM
404
Panagora Asset Management
Massachusetts
$888K -$38K -595 -4%
CIP
405
Convergence Investment Partners
Florida
$880K -$80.4K -1,261 -8%
CTA
406
Chesley Taft & Associates
Illinois
$870K -$95.7K -1,500 -10%
KLI
407
Kelman-Lazarov Inc
Tennessee
$870K -$6.37K -100 -0.7%
LIA
408
LS Investment Advisors
Michigan
$860K +$220K +3,454 +34%
KTM
409
Keeler Thomas Management
Utah
$860K +$860K +13,500 New
CI
410
Cigna Investments
Connecticut
$856K -$31.6K -496 -4%
SBA
411
Secrest Blakey & Associates
North Carolina
$852K +$852K +13,363 New
AI
412
Atria Investments
North Carolina
$837K -$32.3K -507 -4%
TEE
413
Tibra Equities Europe
United Kingdom
$833K +$833K +13,062 New
AAM
414
Advisors Asset Management
Colorado
$819K -$33.7K -529 -4%
SPC
415
Sigma Planning Corp
Michigan
$816K -$23.9K -375 -3%
VNA
416
Valley National Advisers
Pennsylvania
$794K -$44.9K -703 -5%
RG
417
Rikoon Group
New Mexico
$778K -$235K -3,678 -23%
LC
418
Lourd Capital
California
$759K +$759K +11,900 New
MOS
419
MGO One Seven
Ohio
$759K +$759K +11,901 New
CT
420
Clearstead Trust
Maine
$753K +$48.2K +755 +7%
RMCM
421
Reynders McVeigh Capital Management
Massachusetts
$742K +$120K +1,876 +19%
ACC
422
Accident Compensation Corp
New Zealand
$742K +$383K +6,000 +107%
GBA
423
Garrison Bradford & Associates
New York
$740K +$25.5K +400 +4%
Pacer Advisors
424
Pacer Advisors
Pennsylvania
$729K +$90.3K +1,415 +14%
WG
425
Winton Group
United Kingdom
$728K -$198K -3,111 -21%
15 16
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