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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 %
NG
551
NatWest Group
United Kingdom
– -$1.31M -24,397 Closed
TH
552
Timber Hill
Connecticut
– -$1.04M -19,425 Closed
MAM
553
Martingale Asset Management
Massachusetts
– -$1.01M -18,903 Closed
DMAM
554
Del Mar Asset Management
New York
– -$1.01M -18,900 Closed
RTIM
555
Round Table Investment Management
North Carolina
– -$1M -18,674 Closed
PRCM
556
Pine River Capital Management
Minnesota
– -$948K -17,700 Closed
PG
557
PEAK6 Group
Illinois
– -$824K -15,381 Closed
VKH
558
Virtu KCG Holdings
New York
– -$792K -14,777 Closed
MSU
559
Maple Securities USA
New Jersey
– -$776K -14,495 Closed
PAM
560
Princeton Alpha Management
New Jersey
– -$741K -13,839 Closed
PWW
561
Pettyjohn Wood & White
Virginia
– -$643K -12,000 Closed
SCA
562
SAC Capital Advisors
Connecticut
– -$639K -11,923 Closed
LBIM
563
Land & Buildings Investment Management
Connecticut
– -$542K -8,800 Closed
SIM
564
SSI Investment Management
California
– -$428K -7,989 Closed
Tudor Investment Corp
565
Tudor Investment Corp
Connecticut
– -$428K -7,982 Closed
Verition Fund Management
566
Verition Fund Management
Connecticut
– -$422K -7,879 Closed
AC
567
Andromeda Capital
New York
– -$388K -7,252 Closed
Two Sigma Investments
568
Two Sigma Investments
New York
– -$361K -6,747 Closed
Lazard Asset Management
569
Lazard Asset Management
New York
– -$336K -6,279 Closed
CBB
570
Citizens Business Bank
California
– -$321K -5,988 Closed
BCM
571
Basso Capital Management
Connecticut
– -$320K -5,971 Closed
QIM
572
Quantitative Investment Management
Virginia
– -$310K -5,800 Closed
TRCT
573
Tower Research Capital (TRC)
New York
– -$293K -5,467 Closed
IPRC
574
Indices-Pac Research Corporation
New Jersey
– -$292K -5,448 Closed
FIM
575
Freedom Investment Management
Connecticut
– -$283K -5,288 Closed
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