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Welltower
WELL

Overview Fund Activity

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$185M
2
JHIU
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
Invesco
Georgia
$888M
4
Cohen & Steers
Cohen & Steers
New York
$903M
5
SAMC
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
Deutsche Bank
Germany
$247M
4
VAM
Visium Asset Management
New York
$0
5
AAMU
APG Asset Management US
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
451
MUFG Americas
New York
$166K – – –
M&T Bank
452
M&T Bank
New York
$158K +$871 +14 +0.6%
ECM
453
Endex Capital Management
Kansas
$156K – – –
SSG
454
Summit Securities Group
New York
$143K -$187K -3,000 -57%
GIS
455
Guardian Investor Services
New York
$142K – – –
FANJ
456
Financial Architects (New Jersey)
New Jersey
$141K -$13K -207 -8%
DekaBank Deutsche Girozentrale
457
DekaBank Deutsche Girozentrale
Germany
$138K -$84.1K -1,337 -38%
OMCS
458
Old Mutual Customised Solutions
South Africa
$119K – – –
OIA
459
Optimum Investment Advisors
Illinois
$105K +$105K +1,680 New
HFM
460
Hartford Financial Management
Connecticut
$99K – – –
FNBT
461
FineMark National Bank & Trust
Florida
$85K +$10.9K +174 +15%
PTC
462
Private Trust Company
Ohio
$84K +$17.1K +276 +26%
ECM
463
ETrade Capital Management
Virginia
$82K +$32.4K +518 +65%
HDIM
464
Hanson & Doremus Investment Management
Vermont
$81K – – –
LIA
465
LS Investment Advisors
Michigan
$78K -$407K -6,513 -84%
GGPS
466
Gary Goldberg Planning Services
New York
$70K – – –
CMBA
467
C.M. Bidwell & Associates
Hawaii
$70K +$70K +1,125 New
GXMC
468
Global X Management Company
New York
$65K +$65K +1,040 New
ST
469
Smithfield Trust
Pennsylvania
$61K +$9.32K +150 +18%
ARMC
470
American Research & Management Company
Massachusetts
$58K – – –
Allianz Asset Management
471
Allianz Asset Management
Germany
$57K -$201K -3,227 -78%
MCM
472
Manchester Capital Management
Vermont
$54K – – –
WCM
473
Windsor Capital Management
Arizona
$51K +$620 +10 +1%
PSI
474
Pinnacle Summer Investments
Virginia
$49K -$293K -4,698 -86%
SCG
475
Strategic Capital Group
Washington
$47K +$1.56K +25 +3%
17 18
19
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