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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 %
PP
526
Prudential plc
United Kingdom
– -$3.72M -55,523 Closed
PCM
527
Palisade Capital Management
New Jersey
– -$3.14M -46,840 Closed
MWAC
528
Mariner Wealth Advisors (Cincinnati)
Ohio
– -$1.85M -27,547 Closed
GEM
529
Global Endowment Management
North Carolina
– -$1.8M -26,788 Closed
Mirae Asset Global Investments
530
Mirae Asset Global Investments
South Korea
– -$1.59M -23,722 Closed
WHG
531
Westwood Holdings Group
Texas
– -$1.45M -21,600 Closed
CK
532
Carnick & Kubik
Colorado
– -$1.4M -20,850 Closed
HM
533
HealthCor Management
New York
– -$1.39M -20,700 Closed
Group One Trading
534
Group One Trading
Illinois
– -$1.11M -16,546 Closed
Two Sigma Advisers
535
Two Sigma Advisers
New York
– -$1.05M -15,627 Closed
OFG
536
OTA Financial Group
New York
– -$889K -13,277 Closed
OCG
537
Opus Capital Group
Ohio
– -$724K -10,810 Closed
Toronto Dominion Bank
538
Toronto Dominion Bank
Ontario, Canada
– -$530K -7,890 Closed
NAM
539
Nichols Asset Management
Massachusetts
– -$241K -5,300 Closed
MAM
540
Mastrapasqua Asset Management
Tennessee
– -$265K -3,955 Closed
PSUF
541
People's United Financial
Connecticut
– -$233K -3,470 Closed
CEP
542
Chicago Equity Partners
Illinois
– -$227K -3,400 Closed
SC
543
SouthState Corp
Florida
– -$210K -3,134 Closed
PP
544
Paloma Partners
Connecticut
– -$208K -3,103 Closed
CCMG
545
Clark Capital Management Group
Pennsylvania
– -$205K -3,064 Closed
LNWWM
546
Laird Norton Wetherby Wealth Management
California
– -$205K -3,062 Closed
OAC
547
OMERS Administration Corp
Ontario, Canada
– -$201K -3,000 Closed
NYLIM
548
New York Life Investment Management
New York
– -$201K -3,000 Closed
DAC
549
Dividend Assets Capital
South Carolina
– -$201K -3,000 Closed
MFS
550
MSI Financial Services
Massachusetts
– -$128K -1,909 Closed
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