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Welltower
WELL

Overview Fund Activity

680 hedge funds and large institutions have $23.3B invested in Welltower in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 288 increasing their positions, 225 reducing their positions, and 45 closing their positions.

Holders
680
Holders Change
+10
Holders Change %
+1.49%
% of All Funds
18.17%
Holding in Top 10
24
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-20%
% of All Funds
0.64%
New
61
Increased
288
Reduced
225
Closed
45
Calls
$159M
Puts
$91M
Net Calls
+$68M
Net Calls Change
-$7.05M

Top Buyers

1
American Century Companies
1
American Century Companies
Missouri
$140M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.8B
3
State Street
3
State Street
Massachusetts
$1.58B
4
Morgan Stanley
4
Morgan Stanley
New York
$409M
5
AIM
5
abrdn Investment Management
United Kingdom
$48M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$0
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$49.9M
3
Deutsche Bank
3
Deutsche Bank
Germany
$161M
4
Invesco
4
Invesco
Georgia
$420M
5
NIPH
5
NN Investment Partners Holdings
Netherlands
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
PCP
676
Proficio Capital Partners
Massachusetts
$4K 60 – –
JGIA
677
Jackson Grant Investment Advisers
Connecticut
$4K 51 +51 New
AWMS
678
Advocacy Wealth Management Services
Georgia
$3K 37 -21 -36%
IF
679
Ironwood Financial
Arizona
$2K 33 – –
HCM
680
Herndon Capital Management
Georgia
$2K 33 – –
TFO
681
Tarbox Family Office
California
$2K 22 – –
TC
682
Trust Company
Kansas
$2K 28 +28 New
DSN
683
D. Scott Neal
Kentucky
$1K 14 – –
PIA
684
Piedmont Investment Advisors
North Carolina
$149 2 – –
SBL
685
Sargent Bickham Lagudis
Colorado
$59 783 +338 +76%
Cohen & Steers
686
Cohen & Steers
New York
– – -3,028,378 Closed
LCM
687
Laurion Capital Management
New York
– – -113,100 Closed
LOAMS
688
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -92,214 Closed
EA
689
Euclid Advisors
Connecticut
– – -71,140 Closed
HIM
690
Hanlon Investment Management
New Jersey
– – -64,714 Closed
BCM
691
BlueCrest Capital Management
Jersey
– – -57,547 Closed
Squarepoint
692
Squarepoint
New York
– – -50,834 Closed
DCM
693
Driehaus Capital Management
Illinois
– – -35,748 Closed
Northwestern Mutual Wealth Management
694
Northwestern Mutual Wealth Management
Wisconsin
– – -29,715 Closed
IG
695
ING Group
Netherlands
– – -20,282 Closed
Nomura Holdings
696
Nomura Holdings
Japan
– – -13,504 Closed
DekaBank Deutsche Girozentrale
697
DekaBank Deutsche Girozentrale
Germany
– – -13,312 Closed
FP
698
FDO Partners
Massachusetts
– – -12,684 Closed
HCM
699
Highbridge Capital Management
New York
– – -12,522 Closed
ECM
700
Element Capital Management
New York
– – -10,440 Closed
26 27
28
29 30