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Welltower
WELL

Overview Fund Activity

572 hedge funds and large institutions have $18.1B invested in Welltower in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 300 increasing their positions, 150 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
-10
Holders Change %
-1.72%
% of All Funds
16.61%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.58%
New
29
Increased
300
Reduced
150
Closed
36
Calls
$141M
Puts
$46.5M
Net Calls
+$94.5M
Net Calls Change
+$68.4M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$875M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$388M
4
ACM
4
Adelante Capital Management
California
$106M
5
State Street
5
State Street
Massachusetts
$917M

Top Sellers

1
ECM
1
EII Capital Management
New York
$70.4M
2
Capital World Investors
2
Capital World Investors
California
$0
3
Norges Bank
3
Norges Bank
Norway
$143M
4
ACI
4
AMP Capital Investors
Australia
$31.9M
5
Barclays
5
Barclays
United Kingdom
$47.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
576
EverPoint Asset Management
Connecticut
– -$7.21M -115,000 Closed
HCMT
577
Highland Capital Management (Texas)
Texas
– -$5.43M -86,568 Closed
GIBU
578
Gulf International Bank (UK)
United Kingdom
– -$4.96M -79,110 Closed
Arrowstreet Capital
579
Arrowstreet Capital
Massachusetts
– -$2.91M -46,433 Closed
F
580
Filament
Washington
– -$1.69M -26,891 Closed
CG
581
Clinton Group
New York
– -$1.2M -19,091 Closed
DCM
582
Decade Capital Management
New York
– -$1.06M -16,950 Closed
NL
583
NWAM LLC
Washington
– -$1.06M -16,923 Closed
CCM
584
Chilton Capital Management
Texas
– -$1.04M -16,576 Closed
CCM
585
Crossvault Capital Management
Texas
– -$990K -15,795 Closed
DCM
586
Dynamic Capital Management
Jersey
– -$882K -14,066 Closed
ARTA
587
A.R.T. Advisors
New York
– -$753K -12,028 Closed
NI
588
Numeric Investors
Massachusetts
– -$752K -12,000 Closed
NCCM
589
Nine Chapters Capital Management
New Jersey
– -$514K -8,200 Closed
B
590
Bailard
California
– -$439K -7,000 Closed
JG
591
Jefferies Group
New York
– -$397K -6,336 Closed
VAM
592
Visium Asset Management
New York
– -$320K -5,100 Closed
CS
593
Comerica Securities
Michigan
– -$292K -4,661 Closed
NRS
594
Neville Rodie & Shaw
New York
– -$222K -3,535 Closed
AW
595
ACG Wealth
Georgia
– -$218K -3,480 Closed
RT
596
Reliance Trust
Georgia
– -$217K -3,466 Closed
CWM
597
Concert Wealth Management
California
– -$201K -3,335 Closed
BSA
598
Braun Stacey Associates
New York
– -$201K -3,200 Closed
MCM
599
McKinley Capital Management
Alaska
– -$107K -1,700 Closed
PAS
600
Partnervest Advisory Services
California
– -$46K -740 Closed
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