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Welltower
WELL

Overview Fund Activity

582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.74%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
71
Increased
258
Reduced
164
Closed
20
Calls
$49.1M
Puts
$22.9M
Net Calls
+$26.1M
Net Calls Change
-$11.1M

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.72B
3
Norges Bank
3
Norges Bank
Norway
$257M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$363M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$116M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$24M
3
SB
3
Suntrust Banks
Georgia
$6.03M
4
ACI
4
AMP Capital Investors
Australia
$81.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$460M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
426
Symphony Asset Management
California
$416K +$163K +2,606 +65%
PAM
427
PartnerRe Asset Management
Connecticut
$407K -$32.1K -513 -7%
NAM
428
North American Management
Massachusetts
$399K – – –
AT
429
Arden Trust
Delaware
$397K +$23.1K +370 +6%
JG
430
Jefferies Group
New York
$397K +$397K +6,336 New
ABC
431
Associated Banc-Corp
Wisconsin
$396K +$132K +2,100 +50%
ONB
432
Old National Bancorp
Indiana
$394K +$394K +6,280 New
CC
433
ClearArc Capital
Ohio
$384K +$23.8K +381 +7%
MBT
434
Monroe Bank & Trust
Michigan
$383K -$105K -1,675 -22%
AIP
435
Ameritas Investment Partners
Nebraska
$382K +$20.1K +320 +6%
CTA
436
Colonial Trust Advisors
South Carolina
$380K – – –
BRWM
437
B. Riley Wealth Management
Tennessee
$376K +$374K +5,977 +19,281%
MNBTD
438
Moody National Bank Trust Division
Texas
$372K – – –
WT
439
Wilmington Trust
Delaware
$368K +$136K +2,173 +59%
WA
440
WFG Advisors
Texas
$364K +$8.7K +139 +2%
CI
441
Constellation Investments
Ohio
$363K +$25K +400 +7%
Toronto Dominion Bank
442
Toronto Dominion Bank
Ontario, Canada
$361K +$71K +1,133 +24%
CMBA
443
C.M. Bidwell & Associates
Hawaii
$356K +$356K +5,675 New
FCI
444
Financial Counselors Inc
Kansas
$353K -$126K -2,002 -26%
BOTW
445
Bank of the West
California
$341K +$341K +5,432 New
BFC
446
Blue Fin Capital
Rhode Island
$336K – – –
FMBTD
447
First Midwest Bank Trust Division
Illinois
$322K +$322K +5,140 New
VAM
448
Visium Asset Management
New York
$320K +$320K +5,100 New
GH
449
GAM Holding
Switzerland
$313K +$1.82K +29 +0.6%
Bank of Nova Scotia
450
Bank of Nova Scotia
Ontario, Canada
$309K +$32.4K +517 +12%
16 17
18
19 20