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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
451
$336K
452
$332K
453
$331K
454
$327K
455
$323K
456
$323K
457
$320K
458
$318K
459
$317K
460
$314K
461
$313K
462
$313K
463
$308K
464
$308K
465
$299K
466
$294K
467
$293K
468
$292K
469
$290K
470
$289K
471
$287K
472
$282K
473
$278K
474
$277K
475
$277K