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Welltower
WELL

Overview Fund Activity

670 hedge funds and large institutions have $24.2B invested in Welltower in 2016 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 285 increasing their positions, 208 reducing their positions, and 47 closing their positions.

Holders
670
Holders Change
+30
Holders Change %
+4.69%
% of All Funds
17.9%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.8%
New
87
Increased
285
Reduced
208
Closed
47
Calls
$143M
Puts
$68.4M
Net Calls
+$75M
Net Calls Change
-$4.7M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$871M
2
Invesco
2
Invesco
Georgia
$536M
3
Deutsche Bank
3
Deutsche Bank
Germany
$334M
4
Stifel Financial
4
Stifel Financial
Missouri
$60.7M
5
TA
5
Teachers Advisors
New York
$146M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$231M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$281M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.8B
4
PI
4
PGGM Investments
Netherlands
$333M
5
SCRM
5
Security Capital Research & Management
Illinois
$102M
Name Market Value Shares Shares
Change 		Shares
Change %
QIM
676
Quantitative Investment Management
Virginia
– – -67,400 Closed
Point72 Asset Management
677
Point72 Asset Management
Connecticut
– – -56,800 Closed
ClearBridge Investments
678
ClearBridge Investments
New York
– – -53,830 Closed
Janney Montgomery Scott
679
Janney Montgomery Scott
Pennsylvania
– – -49,234 Closed
PCM
680
Palouse Capital Management
Washington
– – -30,641 Closed
GC
681
Globeflex Capital
California
– – -30,389 Closed
CRIM
682
Castle Ridge Investment Management
Connecticut
– – -30,120 Closed
Susquehanna International Group
683
Susquehanna International Group
Pennsylvania
– – -28,449 Closed
DCM
684
Decatur Capital Management
Georgia
– – -28,255 Closed
DLG
685
Daniel L. Goodwin
– – -25,650 Closed
MM
686
Midas Management
New York
– – -22,500 Closed
B
687
Barings
North Carolina
– – -22,346 Closed
Jennison Associates
688
Jennison Associates
New York
– – -21,510 Closed
LP
689
LMR Partners
United Kingdom
– – -14,390 Closed
BA
690
Bridgewater Associates
Connecticut
– – -11,935 Closed
Tudor Investment Corp
691
Tudor Investment Corp
Connecticut
– – -6,728 Closed
TNAM
692
Terra Nova Asset Management
New York
– – -6,670 Closed
OIM
693
Orca Investment Management
Oregon
– – -6,508 Closed
SAM
694
Symphony Asset Management
California
– – -4,902 Closed
NCMW
695
Northern Capital Management (Wisconsin)
Wisconsin
– – -4,705 Closed
VKH
696
Virtu KCG Holdings
New York
– – -4,474 Closed
WCM
697
Washington Capital Management
Washington
– – -4,398 Closed
B
698
BancorpSouth
Mississippi
– – -4,308 Closed
Balyasny Asset Management
699
Balyasny Asset Management
Illinois
– – -4,167 Closed
SI
700
SII Investments
Wisconsin
– – -4,040 Closed
26 27
28
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