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Welltower
WELL

Overview Fund Activity

640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
17.08%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
71
Increased
250
Reduced
243
Closed
56
Calls
$129M
Puts
$49.2M
Net Calls
+$79.7M
Net Calls Change
+$9.13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$506M
2
LIMS
Lasalle Investment Management Securities
Maryland
+$239M
3
Principal Financial Group
Principal Financial Group
Iowa
+$193M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$111M
5
LCM
Laurion Capital Management
New York
+$50.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$351M
2
Cohen & Steers
Cohen & Steers
New York
-$263M
3
IG
ING Group
Netherlands
-$154M
4
HRES
Heitman Real Estate Securities
Illinois
-$130M
5
BG
Bahl & Gaynor
Ohio
-$91.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
451
Paloma Partners
Connecticut
$477K +$477K +6,874 New
BUB
452
BBVA USA Bancshares
Texas
$468K +$64.7K +932 +16%
Tudor Investment Corp
453
Tudor Investment Corp
Connecticut
$467K +$467K +6,728 New
TNAM
454
Terra Nova Asset Management
New York
$462K – – –
Bank of Nova Scotia
455
Bank of Nova Scotia
Ontario, Canada
$460K +$5.55K +80 +1%
AIP
456
Ameritas Investment Partners
Nebraska
$456K – – –
VF
457
Virtu Financial
New York
$451K -$686K -9,900 -60%
OIM
458
Orca Investment Management
Oregon
$451K -$14.6K -210 -3%
EOJOAM
459
E. Ohman J:or Asset Management
Sweden
$451K -$55.5K -800 -11%
ABC
460
Associated Banc-Corp
Wisconsin
$438K – – –
GHAM
461
Gilman Hill Asset Management
Connecticut
$423K – – –
BIAS
462
Beacon Investment Advisory Services
New Jersey
$421K -$2.43K -35 -0.6%
MNBTD
463
Moody National Bank Trust Division
Texas
$411K – – –
CCB
464
Cutter & Co Brokerage
Missouri
$407K +$159K +2,293 +64%
BFC
465
Blue Fin Capital
Rhode Island
$390K -$34.6K -500 -8%
TNB
466
Thomasville National Bank
Georgia
$387K +$387K +5,583 New
HAG
467
HighPoint Advisor Group
Illinois
$381K +$64.8K +951 +21%
BCMO
468
Buckingham Capital Management (Ohio)
Ohio
$371K -$10.4K -150 -3%
MA
469
Montag & Associates
Georgia
$371K +$24.3K +350 +7%
CTA
470
Colonial Trust Advisors
South Carolina
$354K -$59K -850 -14%
DDC
471
DF Dent & Co
Maryland
$349K +$13.9K +200 +4%
NFG
472
Next Financial Group
Texas
$343K +$66.4K +958 +24%
NAM
473
North American Management
Massachusetts
$340K -$38.8K -560 -10%
SAM
474
Symphony Asset Management
California
$340K -$3.47K -50 -1%
WS
475
Wedbush Securities
California
$336K +$19.8K +285 +6%
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