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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
DZ Bank
601
DZ Bank
Germany
$184K
ASN
602
Advisory Services Network
Georgia
$173K +$60.2K +828 +51%
ST
603
Smithfield Trust
Pennsylvania
$172K
GRP
604
Global Retirement Partners
California
$168K +$34.4K +473 +25%
KTC
605
Kistler-Tiffany Companies
Pennsylvania
$144K
MFW
606
Mosaic Family Wealth
Missouri
$141K
EWM
607
Evercore Wealth Management
New York
$140K +$6.91K +95 +5%
HI
608
Hudock Inc
Pennsylvania
$140K +$123K +1,691 +544%
NFG
609
Next Financial Group
Texas
$139K -$114K -1,565 -43%
NIT
610
NumerixS Investment Technologies
British Columbia, Canada
$137K -$993K -13,650 -88%
LNB
611
Ledyard National Bank
$133K +$5.45K +75 +4%
FIB
612
First Interstate Bank
Montana
$112K
HFM
613
Hartford Financial Management
Connecticut
$112K
SFSIG
614
San Francisco Sentry Investment Group
California
$108K +$102K +1,405 +1,049%
Bessemer Group
615
Bessemer Group
New Jersey
$107K +$8.36K +115 +8%
WAP
616
Wealthcare Advisory Partners
Pennsylvania
$101K +$105K +1,441 New
SMG
617
Spectrum Management Group
Indiana
$100K
TCOV
618
Trust Company of Vermont
Vermont
$98K -$8.36K -115 -8%
CFN
619
Cordasco Financial Network
Florida
$89K +$8.65K +119 +10%
IDBONY
620
Israel Discount Bank of New York
New York
$77K
TC
621
Trust Company
Kansas
$76K
EA
622
Edge Advisors
Georgia
$76K +$218 +3 +0.3%
CAL
623
Capital Analysts LLC
Pennsylvania
$75K +$727 +10 +0.9%
FANJ
624
Financial Architects (New Jersey)
New Jersey
$73K
Carson Wealth (CWM LLC)
625
Carson Wealth (CWM LLC)
Nebraska
$71K +$18.6K +256 +34%

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.