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Welltower
WELL

Overview Fund Activity

640 hedge funds and large institutions have $21.9B invested in Welltower in 2016 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 250 increasing their positions, 243 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
640
Holders Change
+8
Holders Change %
+1.27%
% of All Funds
17.08%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
71
Increased
250
Reduced
243
Closed
56
Calls
$129M
Puts
$49.2M
Net Calls
+$79.7M
Net Calls Change
+$9.13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$555M
2
LIMS
Lasalle Investment Management Securities
Maryland
$632M
3
Principal Financial Group
Principal Financial Group
Iowa
$452M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.7B
5
LCM
Laurion Capital Management
New York
$50.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$156M
2
Cohen & Steers
Cohen & Steers
New York
$533M
3
IG
ING Group
Netherlands
$0
4
HRES
Heitman Real Estate Securities
Illinois
$105M
5
BG
Bahl & Gaynor
Ohio
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
SBL
626
Sargent Bickham Lagudis
Colorado
$6K +$6K +80 New
PCP
627
Proficio Capital Partners
Massachusetts
$5K -$3.67K -58 -42%
Bessemer Group
628
Bessemer Group
New Jersey
$4K -$58.1K -814 -94%
QCG
629
Quadrant Capital Group
Ohio
$4K -$1.45K -29 -27%
DLHL
630
Donald L. Hagan LLC
Florida
$4K +$4K +60 New
PSUF
631
People's United Financial
Connecticut
$3K – – –
GAM
632
Gemmer Asset Management
California
$3K +$1.02K +15 +52%
VIA
633
Vantage Investment Advisors
Pennsylvania
$3K +$3K +50 New
S
634
SignatureFD
Georgia
$2K -$16.6K -282 -89%
TFO
635
Tarbox Family Office
California
$2K -$2K -22 -50%
BAM
636
Barrett Asset Management
New York
$2K – – –
IF
637
Ironwood Financial
Arizona
$2K +$2K +33 New
EWM
638
Edge Wealth Management
New York
$1K – – –
DSN
639
D. Scott Neal
Kentucky
$1K +$1K +14 New
MAM
640
Meeder Asset Management
Ohio
$1K +$1K +17 New
AIA
641
Alerus Investment Advisors
Minnesota
$1K +$1K +18 New
LP
642
LMR Partners
United Kingdom
$997 +$997 +14,390 New
PCM
643
Penserra Capital Management
California
$165 +$31 +441 +23%
IG
644
ING Group
Netherlands
– -$154M -2,266,248 Closed
Stifel Financial
645
Stifel Financial
Missouri
– -$51.5M -756,834 Closed
FRAF
646
Första AP-fonden
Sweden
– -$8.02M -126,300 Closed
BCM
647
BlueCrest Capital Management
Jersey
– -$7.47M -109,730 Closed
T
648
TOBAM
France
– -$5.16M -75,879 Closed
HIM
649
Hanlon Investment Management
New Jersey
– -$4.26M -62,611 Closed
SI
650
Standard Investments
New York
– -$3.65M -53,707 Closed
24 25
26
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