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Welltower

701 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 232 increasing their positions, 309 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less funds holding

Funds holding: 730701 (-29)

25% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 309

30% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 74

Holders
701
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$121M
Puts
$83.2M
Net Calls
Net Calls Change

Top Buyers

1 +$356M
2 +$323M
3 +$121M
4
BlackRock
BlackRock
New York
+$82.5M
5
EC
Eminence Capital
New York
+$80.2M

Top Sellers

1 -$351M
2 -$174M
3 -$172M
4
Morgan Stanley
Morgan Stanley
New York
-$129M
5
State Street
State Street
Massachusetts
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
401
$546K
402
$544K
403
$541K
404
$540K
405
$538K
406
$535K
407
$529K
408
$526K
409
$519K
410
$506K
411
$506K
412
$501K
413
$500K
414
$481K
415
$465K
416
$464K
417
$452K
418
$451K
419
$448K
420
$434K
421
$428K
422
$427K
423
$427K
424
$427K
425
$423K