Welltower
WELL
702 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 232 increasing their positions, 310 reducing their positions, and 74 closing their positions.
46% more call options, than puts
Call options by funds: $121M | Put options by funds: $83.2M
30% more funds holding in top 10
Funds holding in top 10: 10 → 13 (+3)
10% more capital invested
Capital invested by funds: $19.2B → $21B (+$1.88B)
0.92% more ownership
Funds ownership: 90.59% → 91.51% (+0.92%)
4% less funds holding
Funds holding: 731 → 702 (-29)
25% less repeat investments, than reductions
Existing positions increased: 232 | Existing positions reduced: 310
30% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$355M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$322M |
| 3 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$121M |
| 4 |
BlackRock
New York
|
+$82.2M |
| 5 |
EC
Eminence Capital
New York
|
+$80M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$350M |
| 2 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
-$173M |
| 3 |
JP Morgan Chase
New York
|
-$173M |
| 4 |
Morgan Stanley
New York
|
-$129M |
| 5 |
State Street
Boston,
Massachusetts
|
-$104M |
WELL Hedge Fund Activity: Q3 2020 in Review
702 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2020, worth a combined $21B — up 9.8% from $19.2B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of WELL and 52 opened new positions — a net loss of 22 holders — while 310 trimmed existing stakes and 232 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $355M. The largest seller was Cohen & Steers, cutting an estimated $350M.
- 702 institutional investors held Welltower (WELL) as of Q3 2020, down from 731 in Q2 2020.
- Funds reported $21B of Welltower stock for Q3 2020, up 9.8% quarter-over-quarter.
- 52 funds opened new Welltower positions in Q3 2020 and 74 closed out, a net change of -22 holders.
- The largest Welltower buyer in Q3 2020 was T. Rowe Price Associates, an estimated $355M added.
- The largest Welltower seller in Q3 2020 was Cohen & Steers, an estimated $350M sold.
Based on aggregated 13F filings for Q3 2020.