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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
426
$419K
427
$415K
428
$414K
429
$399K
430
$399K
431
$398K
432
$392K
433
$388K
434
$384K
435
$383K
436
$377K
437
$375K
438
$370K
439
$369K
440
$368K
441
$365K
442
$364K
443
$357K
444
$352K
445
$351K
446
$349K
447
$347K
448
$347K
449
$346K
450
$336K