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Welltower
WELL

Overview Fund Activity

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$140M
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.8B
3
State Street
State Street
Massachusetts
$1.58B
4
Morgan Stanley
Morgan Stanley
New York
$409M
5
AIM
abrdn Investment Management
United Kingdom
$48M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$0
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$49.9M
3
Deutsche Bank
Deutsche Bank
Germany
$161M
4
Invesco
Invesco
Georgia
$420M
5
NIPH
NN Investment Partners Holdings
Netherlands
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
601
JNBA Financial Advisors
Minnesota
$84K +$52.9K +710 +170%
S
602
SignatureFD
Georgia
$84K +$78.3K +1,051 +1,365%
CAL
603
Capital Analysts LLC
Pennsylvania
$82.2K +$5.16K +69 +7%
First Manhattan
604
First Manhattan
New York
$81K +$67.2K +905 +487%
FANJ
605
Financial Architects (New Jersey)
New Jersey
$79K -$668 -9 -0.8%
TCOV
606
Trust Company of Vermont
Vermont
$78K +$70.6K +955 +955%
KF
607
Krilogy Financial
Missouri
$77K +$375 +5 +0.5%
HDIM
608
Hanson & Doremus Investment Management
Vermont
$75K -$22.5K -300 -23%
BAM
609
Bruderman Asset Management
New York
$75K – – –
SSB
610
Sandy Spring Bank
Maryland
$75K – – –
MCA
611
Mercer Capital Advisers
New Jersey
$75K – – –
MFW
612
Mosaic Family Wealth
Missouri
$75K – – –
WRM
613
Westport Resources Management
Connecticut
$69K -$405K -5,441 -85%
AIM
614
Arcadia Investment Management
Michigan
$62K – – –
RIM
615
Ranger International Management
Illinois
$61K -$5.63M -75,225 -99%
MCM
616
Manchester Capital Management
Vermont
$56K – – –
FNBSF
617
First National Bank Sioux Falls
South Dakota
$52K – – –
SWA
618
Sutton Wealth Advisors
Florida
$50.8K +$23.3K +312 +85%
Parallax Volatility Advisers
619
Parallax Volatility Advisers
California
$47K -$442K -5,864 -90%
WA
620
Winfield Associates
Ohio
$47K +$75 +1 +0.2%
BCI
621
Brinker Capital Investments
Pennsylvania
$47K +$9.7K +130 +26%
CAW
622
Cornerstone Advisors (Washington)
Washington
$45K +$29.7K +401 +194%
ZB
623
Zions Bancorporation
Utah
$44K +$71 +1 +0.2%
Carson Wealth (CWM LLC)
624
Carson Wealth (CWM LLC)
Nebraska
$41K +$41K +550 New
TRCT
625
Tower Research Capital (TRC)
New York
$40K +$39.8K +528 +17,600%
23 24
25
26 27