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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
+$133M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$102M
3
Deutsche Bank
Deutsche Bank
Germany
+$64.3M
4
SAMC
Shinko Asset Management Company
Japan
+$47.9M
5
HRES
Heitman Real Estate Securities
Illinois
+$45.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$91.8M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$70.5M
3
JHIU
Janus Henderson Investors US
Colorado
-$51.7M
4
SB
Suntrust Banks
Georgia
-$31.1M
5
Goldman Sachs
Goldman Sachs
New York
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
451
Norinchukin Bank
Japan
$224K +$224K +3,758 New
PCM
452
Perkins Capital Management
Minnesota
$221K -$28.7K -480 -11%
WT
453
Wilmington Trust
Delaware
$221K +$221K +3,705 New
RT
454
Reliance Trust
Georgia
$220K -$30.3K -510 -12%
TT
455
Tower Trust
Indiana
$220K +$220K +3,700 New
AF
456
Aldebaran Financial
$216K +$216K +3,621 New
NRS
457
Neville Rodie & Shaw
New York
$210K +$210K +3,531 New
Rafferty Asset Management
458
Rafferty Asset Management
New York
$202K -$133K -2,230 -40%
LIM
459
Leavell Investment Management
Alabama
$202K +$202K +3,392 New
FTIOP
460
Fiduciary Trust International of Pennsylvania
Pennsylvania
$201K +$201K +3,370 New
M&T Bank
461
M&T Bank
New York
$198K +$15.8K +265 +9%
MCM
462
McKinley Capital Management
Alaska
$181K -$4.24K -71 -2%
MA
463
MUFG Americas
New York
$159K – – –
MIC
464
MU Investments Company
Japan
$154K +$154K +2,600 New
WEC
465
Winslow Evans & Crocker
Massachusetts
$150K – – –
OMCS
466
Old Mutual Customised Solutions
South Africa
$149K – – –
NIM
467
NuWave Investment Management
New Jersey
$146K -$711K -11,929 -83%
ST
468
Smithfield Trust
Pennsylvania
$139K +$50.9K +856 +58%
GIS
469
Guardian Investor Services
New York
$133K -$4.24K -71 -3%
MFS
470
MSI Financial Services
Massachusetts
$124K -$29.4K -494 -19%
OIA
471
Optimum Investment Advisors
Illinois
$109K -$9.21K -155 -8%
DekaBank Deutsche Girozentrale
472
DekaBank Deutsche Girozentrale
Germany
$108K +$13.8K +232 +15%
FNBT
473
FineMark National Bank & Trust
Florida
$105K +$10.8K +181 +11%
ACS
474
Archford Capital Strategies
Illinois
$102K +$102K +1,713 New
PR
475
Payden & Rygel
California
$101K – – –
17 18
19
20 21