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Welltower
WELL

632 hedge funds and large institutions have $22.5B invested in Welltower in 2014 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 230 increasing their positions, 219 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 29

138% more call options, than puts

Call options by funds: $128M | Put options by funds: $53.7M

50% more funds holding in top 10

Funds holding in top 10: 20 → 30 (+10)

24% more capital invested

Capital invested by funds: $18.1B → $22.5B (+$4.36B)

10% more funds holding

Funds holding: 572 → 632 (+60)

5% more repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 219

0.94% more ownership

Funds ownership: 89.73% → 90.66% (+0.94%)

Holders
632
Holders Change
+60
Holders Change %
+10.49%
% of All Funds
16.85%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.8%
New
99
Increased
230
Reduced
219
Closed
29
Calls
$128M
Puts
$53.7M
Net Calls
+$74.2M
Net Calls Change
-$20.3M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$257M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$120M
3
JP Morgan Chase
JP Morgan Chase
New York
+$92.3M
4
BFA
BlackRock Fund Advisors
California
+$71.8M
5
Renaissance Technologies
Renaissance Technologies
New York
+$68.3M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$174M
2
Deutsche Bank
Deutsche Bank
Germany
-$129M
3
N
Nuveen
North Carolina
-$44.7M
4
ECM
EII Capital Management
New York
-$44.4M
5
HCM
Highbridge Capital Management
New York
-$39.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
651
Bluefin Capital Management
New York
– -$984K -13,783 Closed
CA
652
Continental Advisors
Utah
– -$964K -13,500 Closed
Verition Fund Management
653
Verition Fund Management
Connecticut
– -$736K -11,800 Closed
QIM
654
Quantitative Investment Management
Virginia
– -$648K -10,400 Closed
CEP
655
Chicago Equity Partners
Illinois
– -$474K -7,600 Closed
FNYS
656
First New York Securities
New York
– -$319K -5,107 Closed
OPCM
657
Osborne Partners Capital Management
California
– -$237K -3,807 Closed
PTC
658
Private Trust Company
Ohio
– -$106K -1,699 Closed
PSI
659
Pinnacle Summer Investments
Virginia
– -$96K -1,550 Closed
LBG
660
Lloyds Banking Group
United Kingdom
– -$71K -1,144 Closed
KTC
661
Kistler-Tiffany Companies
Pennsylvania
– -$25K -403 Closed
TSW
662
Thompson Siegel & Walmsley
Virginia
– -$19K -300 Closed
SFSIG
663
San Francisco Sentry Investment Group
California
– -$17K -275 Closed
WF
664
WealthTrust Fairport
Ohio
– -$7K -112 Closed
CGT
665
Capital Guardian Trust
California
– -$6K -95 Closed
23 24 25 26
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WELL Hedge Fund Activity: Q4 2014 in Review

632 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2014, worth a combined $22.5B — up 24% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new WELL positions and 29 closed out — a net gain of 70 holders — while 230 added to existing stakes and 219 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $257M. The largest seller was Invesco, cutting an estimated $174M.

  • 632 institutional investors held Welltower (WELL) as of Q4 2014, up from 572 in Q3 2014.
  • Funds reported $22.5B of Welltower stock for Q4 2014, up 24% quarter-over-quarter.
  • 99 funds opened new Welltower positions in Q4 2014 and 29 closed out, a net change of +70 holders.
  • The largest Welltower buyer in Q4 2014 was Cohen & Steers, an estimated $257M added.
  • The largest Welltower seller in Q4 2014 was Invesco, an estimated $174M sold.

Based on aggregated 13F filings for Q4 2014.