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Welltower

700 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 232 increasing their positions, 308 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less funds holding

Funds holding: 729700 (-29)

25% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 308

30% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 74

Holders
700
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$121M
Puts
$83.2M
Net Calls
Net Calls Change

Top Buyers

1 +$356M
2 +$323M
3 +$121M
4
BlackRock
BlackRock
New York
+$82.5M
5
EC
Eminence Capital
New York
+$80.2M

Top Sellers

1 -$351M
2 -$174M
3 -$172M
4
Morgan Stanley
Morgan Stanley
New York
-$129M
5
State Street
State Street
Massachusetts
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
526
$190K
527
$189K
528
$184K
529
$171K
530
$167K
531
$167K
532
$151K
533
$151K
534
$140K
535
$136K
536
$128K
537
$127K
538
$126K
539
$126K
540
$123K
541
$121K
542
$120K
543
$112K
544
$104K
545
$102K
546
$101K
547
$101K
548
$100K
549
$99K
550
$90K