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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 %
CTB
626
Country Trust Bank
Illinois
$4K -$4K -50 -50%
WAS
627
Winch Advisory Services
Wisconsin
$4K +$4K +49 New
VIA
628
Vantage Investment Advisors
Pennsylvania
$4K +$4K +50 New
JIC
629
Joel Isaacson & Co
New York
$4K +$4K +53 New
GAM
630
Gemmer Asset Management
California
$4K +$4K +58 New
TFO
631
Tarbox Family Office
California
$3K -$136 -2 -4%
CMBA
632
C.M. Bidwell & Associates
Hawaii
$3K – – –
IF
633
Ironwood Financial
Arizona
$3K – – –
FPFS
634
First Personal Financial Services
North Carolina
$3K – – –
IPC
635
Independent Portfolio Consultants
Florida
$3K +$3K +34 New
JFGIW
636
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2K – – –
BRWM
637
B. Riley Wealth Management
Tennessee
$2K – – –
WCM
638
Wealthcare Capital Management
Virginia
$2K +$2K +21 New
FNBOO
639
First National Bank of Omaha
Nebraska
$1.33K -$7 -94 -0.5%
LFR
640
Lehman Financial Resources
Pennsylvania
$1K +$56 +1 +6%
EWM
641
Edge Wealth Management
New York
$1K +$1K +5 New
CC
642
Carlson Capital
Texas
– -$13.4M -177,450 Closed
EA
643
Euclid Advisors
Connecticut
– -$11.6M -152,750 Closed
BIC
644
Beach Investment Counsel
Pennsylvania
– -$8.7M -114,929 Closed
Arrowstreet Capital
645
Arrowstreet Capital
Massachusetts
– -$2.85M -37,645 Closed
SC
646
Saiers Capital
New York
– -$2.41M -31,827 Closed
UOC
647
UBS O'Connor
Illinois
– -$2.08M -27,481 Closed
IC
648
Intersect Capital
California
– -$2M -26,392 Closed
Nomura Holdings
649
Nomura Holdings
Japan
– -$1.91M -25,486 Closed
Jennison Associates
650
Jennison Associates
New York
– -$1.89M -24,963 Closed
24 25
26
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