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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 %
GC
676
Globeflex Capital
California
– -$256K -3,389 Closed
NRS
677
Neville Rodie & Shaw
New York
– -$238K -3,143 Closed
GP
678
GLG Partners
United Kingdom
– -$227K -3,000 Closed
EPM
679
Equitec Proprietary Markets
Illinois
– -$224K -2,958 Closed
GWA
680
Genesis Wealth Advisors
Massachusetts
– -$153K -2,000 Closed
OAM
681
Orinda Asset Management
California
– -$98K -1,300 Closed
ST
682
Spot Trading
Illinois
– -$87K -1,151 Closed
CL
683
CSS LLC
Illinois
– -$83K -1,100 Closed
GI
684
Gradient Investments
Minnesota
– -$73K -965 Closed
SSG
685
Summit Securities Group
New York
– -$53K -700 Closed
VFA
686
Virtus Fund Advisers
Connecticut
– -$28K -374 Closed
FQ
687
First Quadrant
California
– -$23K -300 Closed
KIG
688
Kessler Investment Group
Indiana
– -$12K -156 Closed
ECM
689
Exchange Capital Management
Michigan
– -$11K -145 Closed
WA
690
Waverly Advisors
Alabama
– -$8K -109 Closed
CWM
691
Cranbrook Wealth Management
Michigan
– -$6K -74 Closed
RFA
692
Reilly Financial Advisors
California
– -$3K -40 Closed
TF
693
Tompkins Financial
New York
– -$3K -35 Closed
CCS
694
Crosspoint Capital Strategies
California
– -$1K -16 Closed
RC
695
RegentAtlantic Capital
New Jersey
– -$1.01K -16 Closed
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