WELL icon

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
+$133M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$102M
3
Deutsche Bank
Deutsche Bank
Germany
+$64.3M
4
SAMC
Shinko Asset Management Company
Japan
+$47.9M
5
HRES
Heitman Real Estate Securities
Illinois
+$45.5M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$91.8M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$70.5M
3
JHIU
Janus Henderson Investors US
Colorado
-$51.7M
4
SB
Suntrust Banks
Georgia
-$31.1M
5
Goldman Sachs
Goldman Sachs
New York
-$29.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
526
SpiderRock Trading
Illinois
$6K – – –
CCS
527
Crosspoint Capital Strategies
California
$6K – – –
TCOV
528
Trust Company of Vermont
Vermont
$6K – – –
MSFP
529
Mark Sheptoff Financial Planning
Connecticut
$6K +$6K +100 New
First Manhattan
530
First Manhattan
New York
$5K – – –
RNS
531
Robert N. Shapiro
$4K -$8.69K -152 -68%
TAM
532
Tocqueville Asset Management
New York
$3K -$3.93K -55 -57%
S
533
SignatureFD
Georgia
$3K – – –
BRWM
534
B. Riley Wealth Management
Tennessee
$2K +$2K +31 New
Walleye Trading
535
Walleye Trading
New York
$1.18K -$1.48K -24,867 -56%
LFR
536
Lehman Financial Resources
Pennsylvania
$1K +$1K +17 New
Millennium Management
537
Millennium Management
New York
– -$25M -467,132 Closed
TCM
538
Tamarack Capital Management
California
– -$8.84M -165,000 Closed
CII
539
CR Intrinsic Investors
Connecticut
– -$8.84M -165,000 Closed
DCM
540
Dynamic Capital Management
Jersey
– -$7.4M -138,198 Closed
Renaissance Technologies
541
Renaissance Technologies
New York
– -$6.62M -123,563 Closed
SCM
542
Stevens Capital Management
Pennsylvania
– -$5.74M -107,065 Closed
GCP
543
GSA Capital Partners
United Kingdom
– -$5.33M -99,433 Closed
Voloridge Investment Management
544
Voloridge Investment Management
Florida
– -$5.27M -98,415 Closed
LFFS
545
La Francaise Forum Securities
Connecticut
– -$3.11M -58,083 Closed
CPS
546
Counsel Portfolio Services
Ontario, Canada
– -$3.11M -58,083 Closed
FAAM
547
First Allied Asset Management
California
– -$2.84M -53,513 Closed
JG
548
Jefferies Group
New York
– -$2.76M -51,457 Closed
Twin Tree Management
549
Twin Tree Management
Texas
– -$2.06M -38,459 Closed
GCA
550
Gideon Capital Advisors
New York
– -$1.58M -29,424 Closed
20 21
22
23 24