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Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
Deutsche Bank
Germany
$289M
4
SAMC
Shinko Asset Management Company
Japan
$439M
5
HRES
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$310M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$170M
3
JHIU
Janus Henderson Investors US
Colorado
$5.4M
4
SB
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
426
Welch & Forbes
Massachusetts
$274K -$85.2K -1,431 -24%
FWM
427
Focused Wealth Management
New York
$274K +$1.85K +31 +0.7%
CL
428
CSS LLC
Illinois
$274K +$274K +4,601 New
EWM
429
Evermay Wealth Management
Virginia
$267K -$177K -2,968 -40%
WC
430
Whitnell & Co
Illinois
$266K -$10.8K -181 -4%
TAM
431
Trillium Asset Management
Massachusetts
$266K -$4.18K -70 -2%
Bank of Nova Scotia
432
Bank of Nova Scotia
Ontario, Canada
$263K +$30K +503 +13%
WCM
433
Washington Capital Management
Washington
$262K – – –
QC
434
QCM Cayman
Texas
$259K +$259K +4,341 New
ABC
435
Associated Banc-Corp
Wisconsin
$251K +$251K +4,213 New
VFS
436
VSR Financial Services
Kansas
$246K -$12K -201 -5%
ALA
437
Atherton Lane Advisers
California
$244K – – –
SAM
438
Symphony Asset Management
California
$241K +$241K +4,037 New
AW
439
ACG Wealth
Georgia
$240K +$240K +4,030 New
FWIA
440
Fort Washington Investment Advisors
Ohio
$238K -$643K -10,800 -73%
PFP
441
Pinnacle Financial Partners
Tennessee
$238K -$20.9K -350 -8%
WS
442
Wedbush Securities
California
$238K -$7.09K -119 -3%
PFBT
443
Parkside Financial Bank & Trust
Missouri
$238K +$238K +3,990 New
BTNA
444
Bremer Trust National Association
Minnesota
$236K -$13.3K -223 -5%
IB
445
Intrust Bank
Kansas
$236K -$1.13K -19 -0.5%
NDSI
446
Newman Dignan & Sheerar Inc
Rhode Island
$232K – – –
PL
447
Plancorp LLC
Missouri
$230K +$230K +3,850 New
CLOS
448
Compagnie Lombard Odier SCmA
Switzerland
$229K – – –
OPCM
449
Osborne Partners Capital Management
California
$227K – – –
ARMT
450
Amica Retiree Medical Trust
Rhode Island
$227K – – –
16 17
18
19 20