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Welltower
WELL

Overview Fund Activity

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$185M
2
JHIU
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
Invesco
Georgia
$888M
4
Cohen & Steers
Cohen & Steers
New York
$903M
5
SAMC
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
Deutsche Bank
Germany
$247M
4
VAM
Visium Asset Management
New York
$0
5
AAMU
APG Asset Management US
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
ITIM
501
Indiana Trust & Investment Management
Indiana
$19K +$19K +300 New
ECM
502
Estabrook Capital Management
New York
$15.6K – – –
DSC
503
Duncker Streett & Co
Missouri
$14K – – –
LWCFA
504
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$12K – – –
AFC
505
AFT Forsyth & Company
Florida
$12K – – –
PG
506
PEAK6 Group
Illinois
$11K -$198K -6,154 -95%
SF
507
Synovus Financial
Georgia
$7K – – –
Victory Capital Management
508
Victory Capital Management
Texas
$7K +$7K +128 New
MIM
509
Macroview Investment Management
Maryland
$6K – – –
VCM
510
Vigilant Capital Management
Maine
$5K – – –
First Manhattan
511
First Manhattan
New York
$5K – – –
TFA
512
Transamerica Financial Advisors
Florida
$4K -$245K -3,005 -98%
TRCT
513
Tower Research Capital (TRC)
New York
$4K -$120K -1,896 -97%
AF
514
Arrow Financial
New York
$4K – – –
ECM
515
Exchange Capital Management
Michigan
$3K +$65 +1 +2%
S
516
SignatureFD
Georgia
$3K +$3K +43 New
PC
517
Polar Capital
United Kingdom
$1.87K – – –
VAM
518
Visium Asset Management
New York
– -$49.8M -742,374 Closed
NMERB
519
New Mexico Educational Retirement Board
New Mexico
– -$9.65M -143,956 Closed
GC
520
Guardian Capital
Ontario, Canada
– -$9.56M -142,571 Closed
GC
521
GW Capital
Washington
– -$9.04M -134,815 Closed
SCM
522
Stevens Capital Management
Pennsylvania
– -$7.91M -117,941 Closed
LMF
523
LMR Master Fund
Cayman Islands
– -$7.57M -112,910 Closed
MWR
524
McAdams Wright Ragen
Washington
– -$4.84M -72,216 Closed
VCAM
525
Valentine Capital Asset Management
California
– -$3.32M -69,670 Closed
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