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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 %
CP
651
Camelot Portfolios
Ohio
– -$1.76M -23,311 Closed
Two Sigma Investments
652
Two Sigma Investments
New York
– -$1.63M -21,587 Closed
GHA
653
Garcia Hamilton & Associates
Texas
– -$1.6M -21,095 Closed
LOAMS
654
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.39M -18,300 Closed
DCM
655
Dupont Capital Management
Delaware
– -$1.32M -17,400 Closed
ECA
656
Endeavour Capital Advisors
Connecticut
– -$1.09M -14,415 Closed
QSS
657
Quantitative Systematic Strategies
Florida
– -$1.05M -13,622 Closed
AIM
658
abrdn Investment Management
United Kingdom
– -$1.02M -13,442 Closed
Two Sigma Advisers
659
Two Sigma Advisers
New York
– -$960K -12,693 Closed
QAM
660
Quantres Asset Management
Cayman Islands
– -$946K -12,500 Closed
GCP
661
GSA Capital Partners
United Kingdom
– -$824K -10,886 Closed
BIM
662
Beach Investment Management
Pennsylvania
– -$780K -10,310 Closed
PWM
663
Perigon Wealth Management
California
– -$618K -8,161 Closed
Group One Trading
664
Group One Trading
Illinois
– -$615K -8,129 Closed
NV
665
Nair Vinay
– -$605K -7,995 Closed
Voloridge Investment Management
666
Voloridge Investment Management
Florida
– -$583K -7,700 Closed
TH
667
Timber Hill
Connecticut
– -$562K -7,423 Closed
AT
668
Arden Trust
Delaware
– -$561K -7,414 Closed
Belvedere Trading
669
Belvedere Trading
Illinois
– -$560K -7,400 Closed
VAM
670
Visium Asset Management
New York
– -$512K -6,755 Closed
PAM
671
Princeton Alpha Management
New Jersey
– -$390K -5,157 Closed
PHS
672
Pekin Hardy Strauss
Illinois
– -$304K -4,012 Closed
VHAM
673
Van Hulzen Asset Management
California
– -$293K -3,878 Closed
AF
674
Aldebaran Financial
– -$274K -3,621 Closed
RT
675
Reliance Trust
Georgia
– -$272K -3,585 Closed
24 25 26
27
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