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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
MCA
626
Mercer Capital Advisers
New Jersey
$70K
DSC
627
Duncker Streett & Co
Missouri
$68K -$12.5K -172 -15%
SA
628
SpiderRock Advisors
Delaware
$66K
PA
629
Parallel Advisors
California
$65K +$145 +2 +0.2%
TCM
630
Tradewinds Capital Management
Washington
$65K +$509 +7 +0.8%
WEC
631
Winslow Evans & Crocker
Massachusetts
$61.8K -$25.5K -350 -28%
GLI
632
Guardian Life Insurance
New York
$59K +$727 +10 +1%
MIFH
633
Migdal Insurance & Financial Holdings
Israel
$58K -$52.9K -728 -40%
CG
634
Cutler Group
California
$57K +$59.9K +824 New
FPS
635
Fieldpoint Private Securities
Connecticut
$56K +$57.4K +790 New
AssetMark Inc
636
AssetMark Inc
California
$48K -$30K -413 -38%
AIM
637
Advantage Investment Management
Iowa
$47K +$10.4K +143 +27%
BCI
638
Brinker Capital Investments
Pennsylvania
$44K
WA
639
Winfield Associates
Ohio
$44K
TRCT
640
Tower Research Capital (TRC)
New York
$43K +$38.2K +525 +633%
SIM
641
Sonora Investment Management
Arizona
$42.7K
SSB
642
Sandy Spring Bank
Maryland
$42K -$16.4K -226 -28%
KF
643
Krilogy Financial
Missouri
$42K
AIL
644
AGF Investments LLC
Ontario, Canada
$42K +$727 +10 +2%
RIA
645
RPG Investment Advisory
California
$39K
HCM
646
Highlander Capital Management
New Jersey
$35K
NSIM
647
North Star Investment Management
Illinois
$35K
JFA
648
JNBA Financial Advisors
Minnesota
$34K
CPIG
649
Chicago Partners Investment Group
Illinois
$34K +$19.9K +273 +127%
CAL
650
Capital Advisors Ltd
Ohio
$33K

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.