WELL icon

Welltower
WELL

Overview Fund Activity

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+38
Holders Change %
+6.4%
% of All Funds
16.6%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.58%
New
104
Increased
251
Reduced
207
Closed
60
Calls
$103M
Puts
$32.4M
Net Calls
+$70.6M
Net Calls Change
+$3.63M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$497M
2
BC
2
Brookfield Corp
Ontario, Canada
$217M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$385M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$575M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.52B

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$781M
2
AAMU
2
APG Asset Management US
New York
$0
3
SAMC
3
Shinko Asset Management Company
Japan
$268M
4
Invesco
4
Invesco
Georgia
$312M
5
JHIU
5
Janus Henderson Investors US
Colorado
$81.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
551
Parallax Volatility Advisers
California
$121K -$799K -11,784 -87%
SF
552
Synovus Financial
Georgia
$120K -$16.7K -245 -12%
MFW
553
Mosaic Family Wealth
Missouri
$115K +$115K +1,700 New
GLI
554
Guardian Life Insurance
New York
$114K -$25.7K -379 -18%
FIB
555
First Interstate Bank
Montana
$111K +$111K +1,628 New
WTB
556
Washington Trust Bank
Washington
$111K +$111K +1,628 New
LNB
557
Ledyard National Bank
$104K -$17.1K -250 -14%
KTC
558
Kistler-Tiffany Companies
Pennsylvania
$104K +$7.76K +114 +8%
BFEC
559
Benjamin F. Edwards & Company
Missouri
$96K -$1.29K -19 -1%
EWM
560
Evercore Wealth Management
New York
$90K +$66.8K +980 +288%
HDIM
561
Hanson & Doremus Investment Management
Vermont
$88K -$1.08K -16 -1%
CAL
562
Capital Analysts LLC
Pennsylvania
$68.6K +$68.6K +1,008 New
MIM
563
Macroview Investment Management
Maryland
$68K -$16.4K -240 -19%
BAM
564
Bruderman Asset Management
New York
$68K -$3.81K -56 -5%
MCA
565
Mercer Capital Advisers
New Jersey
$68K – – –
GXMC
566
Global X Management Company
New York
$63K -$5.84K -86 -8%
Bessemer Group
567
Bessemer Group
New Jersey
$59K -$51.5K -759 -47%
AIM
568
Advantage Investment Management
Iowa
$56K +$44.6K +660 +391%
ASN
569
Advisory Services Network
Georgia
$52K +$206 +3 +0.4%
MCM
570
Manchester Capital Management
Vermont
$51K – – –
FNBSF
571
First National Bank Sioux Falls
South Dakota
$48K – – –
JFA
572
JNBA Financial Advisors
Minnesota
$47K +$5.02K +74 +12%
SSB
573
Sandy Spring Bank
Maryland
$46K – – –
ZB
574
Zions Bancorporation
Utah
$43K +$33.8K +500 +368%
HF
575
Hoxton Financial
West Virginia
$42K -$679 -10 -2%
21 22
23
24 25