WELL icon

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 %
CG
651
Clinton Group
New York
– -$3.17M -46,657 Closed
ARTA
652
A.R.T. Advisors
New York
– -$3.12M -45,929 Closed
DCM
653
Driehaus Capital Management
Illinois
– -$2.76M -40,600 Closed
Handelsbanken Fonder
654
Handelsbanken Fonder
Sweden
– -$2.52M -37,037 Closed
CRM
655
Cramer Rosenthal McGlynn
Connecticut
– -$2.38M -35,000 Closed
WG
656
Winton Group
United Kingdom
– -$2.18M -31,995 Closed
SCM
657
Stevens Capital Management
Pennsylvania
– -$1.47M -21,540 Closed
AAM
658
Augustine Asset Management
Florida
– -$863K -12,695 Closed
FP
659
FDO Partners
Massachusetts
– -$765K -11,238 Closed
FIM
660
Friedberg Investment Management
Texas
– -$742K -10,920 Closed
OCG
661
Opus Capital Group
Ohio
– -$739K -10,870 Closed
AAM
662
Aston Asset Management
Illinois
– -$603K -8,865 Closed
PP
663
Prudential plc
United Kingdom
– -$558K -8,200 Closed
SC
664
Scotia Capital
Ontario, Canada
– -$514K -7,601 Closed
EA
665
Euclid Advisors
Connecticut
– -$512K -7,530 Closed
PRCM
666
Pine River Capital Management
Minnesota
– -$503K -7,400 Closed
TA
667
TMD & Associates
Arizona
– -$493K -7,252 Closed
LCOV
668
London Company of Virginia
Virginia
– -$461K -6,775 Closed
CL
669
CPWM LLC
Washington
– -$449K -6,598 Closed
PWAG
670
Polaris Wealth Advisory Group
California
– -$425K -6,244 Closed
BOTW
671
Bank of the West
California
– -$386K -5,674 Closed
CAM
672
Columbia Asset Management
Michigan
– -$374K -5,500 Closed
JG
673
Jefferies Group
New York
– -$333K -4,900 Closed
HIM
674
Hermes Investment Management
United Kingdom
– -$306K -4,502 Closed
GCP
675
GSA Capital Partners
United Kingdom
– -$275K -4,036 Closed
24 25 26
27
28