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Welltower
WELL

632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 29

138% more call options, than puts

Call options by funds: $128M | Put options by funds: $53.7M

50% more funds holding in top 10

Funds holding in top 10: 20 → 30 (+10)

24% more capital invested

Capital invested by funds: $18.1B → $22.5B (+$4.36B)

10% more funds holding

Funds holding: 572 → 632 (+60)

5% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 219

0.94% more ownership

Funds ownership: 89.73% → 90.66% (+0.94%)

Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
16.86%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
99
Increased
230
Reduced
219
Closed
29
Calls
$128M
Puts
$53.7M
Net Calls
+$74.2M
Net Calls Change
-$20.3M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$257M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$120M
3
JP Morgan Chase
JP Morgan Chase
New York
+$92.3M
4
BFA
BlackRock Fund Advisors
California
+$71.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$68.3M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$174M
2
Deutsche Bank
Deutsche Bank
Germany
-$129M
3
N
Nuveen
North Carolina
-$44.7M
4
ECM
EII Capital Management
New York
-$44.4M
5
HCM
Highbridge Capital Management
New York
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCCM
26
Schafer Cullen Capital Management
New York
$164M -$31M -433,584 -17%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$160M +$7.98M +111,824 +6%
ACM
28
AEW Capital Management
Massachusetts
$159M +$9.8M +137,300 +7%
Prudential Financial
29
Prudential Financial
New Jersey
$146M -$439K -6,142 -0.3%
UBS AM
30
UBS AM
Illinois
$140M +$5.77M +80,776 +5%
Legal & General Group
31
Legal & General Group
United Kingdom
$139M +$1.96M +27,487 +2%
ACM
32
Adelante Capital Management
California
$127M -$1.62M -22,703 -1%
AAMU
33
APG Asset Management US
New York
$123M +$10.2M +142,500 +10%
Federated Hermes
34
Federated Hermes
Pennsylvania
$116M +$2.1M +29,382 +2%
IG
35
ING Group
Netherlands
$109M +$3.26M +45,725 +3%
Bank of America
36
Bank of America
North Carolina
$109M +$1.5M +21,009 +1%
Charles Schwab
37
Charles Schwab
California
$107M +$8.34M +116,806 +9%
SCRM
38
Security Capital Research & Management
Illinois
$94.5M -$34.3M -480,677 -28%
CS
39
Credit Suisse
Switzerland
$92.8M -$7.34M -102,812 -8%
CCM
40
Cullen Capital Management
New York
$92.7M +$42.8K +600 +0%
ACA
41
Anchor Capital Advisors
Massachusetts
$89.2M -$2.8M -39,244 -3%
Renaissance Technologies
42
Renaissance Technologies
New York
$85.9M +$68.3M +956,800 +536%
TG
43
TCW Group
California
$85.5M -$13.1M -183,726 -14%
TCIM
44
TIAA CREF Investment Management
New York
$83.7M +$11.6M +162,146 +17%
Macquarie Group
45
Macquarie Group
Australia
$82.3M -$8.52M -119,313 -10%
BNP Paribas Asset Management
46
BNP Paribas Asset Management
France
$80.6M +$1.82M +25,521 +2%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$80.3M +$1M +14,058 +1%
BlackRock
48
BlackRock
New York
$78.6M +$3.87M +54,232 +6%
SMDAM
49
Sumitomo Mitsui DS Asset Management
Japan
$77.7M +$352K +4,930 +0.5%
RJA
50
Raymond James & Associates
Florida
$76.8M +$3.53M +49,468 +5%
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WELL Hedge Fund Activity: Q4 2014 in Review

632 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2014, worth a combined $22.5B — up 24% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WELL positions and 29 closed out — a net gain of 70 holders — while 230 added to existing stakes and 219 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $257M. The largest seller was Invesco, cutting an estimated $174M.

  • 632 institutional investors held Welltower (WELL) as of Q4 2014, up from 572 in Q3 2014.
  • Funds reported $22.5B of Welltower stock for Q4 2014, up 24% quarter-over-quarter.
  • 99 funds opened new Welltower positions in Q4 2014 and 29 closed out, a net change of +70 holders.
  • The largest Welltower buyer in Q4 2014 was Cohen & Steers, an estimated $257M added.
  • The largest Welltower seller in Q4 2014 was Invesco, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2014.