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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.79B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$658M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$350M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$564M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.94B

Top Sellers

1
SAMC
1
Shinko Asset Management Company
Japan
$628M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$66.9M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$27.5M
4
HI
4
Honeywell International
North Carolina
$7.2M
5
APG Asset Management
5
APG Asset Management
Netherlands
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCA
576
Mercer Capital Advisers
New Jersey
$77K – – –
CAL
577
Capital Analysts LLC
Pennsylvania
$72.2K +$15.2K +197 +27%
BBHC
578
Brown Brothers Harriman & Co
New York
$69K -$245K -3,185 -78%
EWM
579
Evercore Wealth Management
New York
$63K +$45.8K +585 +266%
GXMC
580
Global X Management Company
New York
$61K -$7.68K -99 -11%
OIA
581
Optimum Investment Advisors
Illinois
$60K – – –
ASN
582
Advisory Services Network
Georgia
$58K -$68.1K -851 -54%
MCM
583
Manchester Capital Management
Vermont
$58K -$6.73K -87 -10%
BPBT
584
Boston Private Bank & Trust
Massachusetts
$57K +$3.47K +45 +6%
DAM
585
Delta Asset Management
Tennessee
$56K +$21.4K +275 +62%
FNBSF
586
First National Bank Sioux Falls
South Dakota
$54K – – –
LWCFA
587
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K – – –
ZB
588
Zions Bancorporation
Utah
$51K +$51K +660 New
HF
589
Hoxton Financial
West Virginia
$49K – – –
JFA
590
JNBA Financial Advisors
Minnesota
$48K – – –
PCM
591
Prelude Capital Management
New York
$46K – – –
CCA
592
Catalyst Capital Advisors
New York
$46K +$23K +300 +100%
HCM
593
Highlander Capital Management
New Jersey
$39K – – –
WA
594
WealthTrust-Arizona
Arizona
$39K +$15.6K +200 +67%
FHA
595
First Horizon Advisors
Tennessee
$36K -$10.5K -134 -23%
MCM
596
MV Capital Management
Maryland
$36K -$35K – –
MWAN
597
Mariner Wealth Advisors (NYC)
Kansas
$35K +$35K +453 New
TDC
598
Thompson Davis & Co
Virginia
$34K +$382 +5 +1%
IMS
599
Index Management Solutions
Pennsylvania
$34K +$19.8K +255 +139%
IRS
600
Invictus RG (Singapore)
Singapore
$31K -$92K -1,187 -75%
22 23
24
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