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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
$189M
2
Vanguard Group
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
Deutsche Bank
Germany
$289M
4
SAMC
Shinko Asset Management Company
Japan
$439M
5
HRES
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$310M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$170M
3
JHIU
Janus Henderson Investors US
Colorado
$5.4M
4
SB
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
476
Guardian Life Insurance
New York
$97K +$418 +7 +0.4%
WTB
477
Washington Trust Bank
Washington
$96K +$96K +1,603 New
BFEC
478
Benjamin F. Edwards & Company
Missouri
$87K +$17.9K +301 +26%
PTC
479
Private Trust Company
Ohio
$85K +$3.93K +66 +5%
SCG
480
Strategic Capital Group
Washington
$82K +$82K +1,374 New
HDIM
481
Hanson & Doremus Investment Management
Vermont
$78K – – –
ECM
482
ETrade Capital Management
Virginia
$77K +$15.3K +256 +25%
SF
483
Synovus Financial
Georgia
$75K +$44K +737 +142%
AR
484
Advisory Research
Illinois
$70K +$70K +1,171 New
ARMC
485
American Research & Management Company
Massachusetts
$69K – – –
GGPS
486
Gary Goldberg Planning Services
New York
$66K – – –
W
487
Wealthfront
California
$62K +$62K +1,047 New
PSI
488
Pinnacle Summer Investments
Virginia
$55K +$2.54K +40 +5%
MCM
489
Manchester Capital Management
Vermont
$50K – – –
EAMA
490
EFG Asset Management (Americas)
Florida
$49K +$1.19K +20 +2%
GXMC
491
Global X Management Company
New York
$47K -$15.5K -258 -25%
SSB
492
Sandy Spring Bank
Maryland
$47K +$17.7K +300 +61%
PAS
493
Partnervest Advisory Services
California
$44K -$1.14K -19 -3%
FQ
494
First Quadrant
California
$42K – – –
FNBSF
495
First National Bank Sioux Falls
South Dakota
$42K – – –
IMS
496
Index Management Solutions
Pennsylvania
$42K +$3.85K +64 +10%
LWCFA
497
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K – – –
DAM
498
Delta Asset Management
Tennessee
$38K -$5.01K -85 -12%
JFA
499
JNBA Financial Advisors
Minnesota
$37K – – –
HF
500
Hoxton Financial
West Virginia
$37K +$588 +10 +2%
18 19
20
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