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Welltower

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

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.29% less ownership

Funds ownership: 90.78%89.5% (-1.3%)

6% less capital invested

Capital invested by funds: $17.1B → $16B (-$1.1B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.2M
Puts
$41.3M
Net Calls
Net Calls Change

Top Buyers

1 +$109M
2 +$70.7M
3 +$64.8M
4
Cohen & Steers
Cohen & Steers
New York
+$63.4M
5
SAMC
Shinko Asset Management Company
Japan
+$49.8M

Top Sellers

1 -$85.8M
2 -$78.7M
3 -$52M
4
VAM
Visium Asset Management
New York
-$49.8M
5
AAMU
APG Asset Management US
New York
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
451
$166K
452
$158K
453
$156K
454
$143K
455
$142K
456
$141K
457
$138K
458
$119K
459
$105K
460
$99K
461
$85K
462
$84K
463
$82K
464
$81K
465
$78K
466
$70K
467
$70K
468
$65K
469
$61K
470
$58K
471
$57K
472
$54K
473
$51K
474
$49K
475
$47K