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Welltower
WELL

Overview Fund Activity

594 hedge funds and large institutions have $20.7B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 215 reducing their positions, and 84 closing their positions.

Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.6%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
69
Increased
235
Reduced
215
Closed
84
Calls
$97.9M
Puts
$30.9M
Net Calls
+$67M
Net Calls Change
+$17.9M

Top Buyers

1
HRES
1
Heitman Real Estate Securities
Illinois
$223M
2
Bank of America
2
Bank of America
North Carolina
$268M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$222M
4
OAC
4
OMERS Administration Corp
Ontario, Canada
$44.8M
5
Ameriprise
5
Ameriprise
Minnesota
$61.9M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$60.3M
2
Invesco
2
Invesco
Georgia
$382M
3
Cohen & Steers
3
Cohen & Steers
New York
$1.32B
4
SAMC
4
Shinko Asset Management Company
Japan
$339M
5
CS
5
Credit Suisse
Switzerland
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
ED
626
Exane Derivatives
France
– -$1.11M -16,982 Closed
GCP
627
GSA Capital Partners
United Kingdom
– -$1.08M -16,504 Closed
KT
628
Kanaly Trust
Texas
– -$977K -14,884 Closed
GCA
629
Gideon Capital Advisors
New York
– -$974K -14,837 Closed
PL
630
Perpetual Ltd
Australia
– -$966K -14,719 Closed
TU
631
TDAM USA
Ontario, Canada
– -$900K -13,708 Closed
ONB
632
Old National Bancorp
Indiana
– -$885K -13,479 Closed
DCM
633
Dynamic Capital Management
Jersey
– -$838K -12,768 Closed
MIAN
634
Mariner Independent Advisor Network
Kansas
– -$827K -12,598 Closed
DTL
635
Dynamic Technology Lab
Singapore
– -$794K -12,100 Closed
HH
636
Hilltop Holdings
Texas
– -$776K -11,831 Closed
NI
637
Numeric Investors
Massachusetts
– -$742K -11,300 Closed
Jones Financial Companies
638
Jones Financial Companies
Missouri
– -$720K -10,965 Closed
RFC
639
Regions Financial Corp
Alabama
– -$716K -10,915 Closed
PFC
640
Phocas Financial Corp
California
– -$613K -9,340 Closed
UFF
641
USA Financial Formulas
Michigan
– -$516K -7,855 Closed
QSS
642
Quantitative Systematic Strategies
Florida
– -$514K -7,818 Closed
Walleye Trading
643
Walleye Trading
New York
– -$497K -7,579 Closed
FC
644
Forte Capital
New York
– -$403K -6,142 Closed
QI
645
QS Investors
New York
– -$375K -5,715 Closed
BFC
646
Blue Fin Capital
Rhode Island
– -$369K -5,630 Closed
ARMT
647
Amica Retiree Medical Trust
Rhode Island
– -$363K -5,527 Closed
CAM
648
Columbia Asset Management
Michigan
– -$360K -5,500 Closed
Mackenzie Financial
649
Mackenzie Financial
Ontario, Canada
– -$351K -5,354 Closed
MCM
650
Murphy Capital Management
New Jersey
– -$317K -4,832 Closed
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