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Welltower

712 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $91M | Put options by funds: $70.2M

21% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 251

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0.2% less ownership

Funds ownership: 87.36%87.16% (-0.2%)

1% less funds holding

Funds holding: 716712 (-4)

6% less capital invested

Capital invested by funds: $23.9B → $22.6B (-$1.34B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
712
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
49
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
551
Steel Grove Capital Advisors
Tennessee
$288K +$298K +4,099 New
SRSA
552
S.R. Schill & Associates
Washington
$287K
VAM
553
Verity Asset Management
North Carolina
$281K -$42.9K -590 -13%
TC
554
Telemus Capital
Michigan
$281K -$5.82K -80 -2%
SMC
555
Smith, Moore & Co
Missouri
$281K
PM
556
Parametrica Management
Hong Kong
$277K -$135K -1,857 -32%
RA
557
RFG Advisory
Alabama
$274K -$88.4K -1,215 -23%
TW
558
Transform Wealth
Colorado
$272K
GT
559
Glenview Trust
Kentucky
$267K
EWM
560
Evermay Wealth Management
Virginia
$264K -$14.5K -200 -5%
ED
561
Exane Derivatives
France
$262K +$77.2K +1,062 +40%
EP
562
Edgestream Partners
New Jersey
$262K -$191K -2,626 -41%
TNB
563
Thomasville National Bank
Georgia
$261K -$73 -1 -0%
CCA
564
Checchi Capital Advisers
California
$259K +$2.33K +32 +0.9%
GLA
565
Good Life Advisors
Pennsylvania
$257K -$12.8K -176 -4%
CAG
566
Csenge Advisory Group
Florida
$257K +$266K +3,654 New
SFG
567
Summit Financial Group
West Virginia
$256K -$20K -275 -7%
CAM
568
Columbia Asset Management
Michigan
$252K +$261K +3,590 New
WC
569
Whitnell & Co
Illinois
$247K
LP
570
LMR Partners
United Kingdom
$246K -$1.22M -16,818 -83%
MC
571
Muzinich & Co
New York
$246K +$96K +1,320 +61%
TNBTD
572
Trustmark National Bank Trust Department
Mississippi
$245K -$727 -10 -0.3%
Capital Fund Management (CFM)
573
Capital Fund Management (CFM)
France
$244K -$1.18M -16,266 -82%
IH
574
IFC Holdings
Florida
$244K -$10.8K -149 -4%
CFD
575
Creative Financial Designs
Indiana
$241K -$1.16K -16 -0.5%

WELL Hedge Fund Activity: Q3 2017 in Review

712 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2017, worth a combined $22.6B — down 5.6% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WELL positions and 45 closed out — a net gain of 4 holders — while 304 added to existing stakes and 251 trimmed.

The largest buyer was PGGM Investments, adding an estimated $184M. The largest seller was Invesco, cutting an estimated $144M.

  • 712 institutional investors held Welltower (WELL) as of Q3 2017, down from 716 in Q2 2017.
  • Funds reported $22.6B of Welltower stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 49 funds opened new Welltower positions in Q3 2017 and 45 closed out, a net change of +4 holders.
  • The largest Welltower buyer in Q3 2017 was PGGM Investments, an estimated $184M added.
  • The largest Welltower seller in Q3 2017 was Invesco, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2017.