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Welltower

712 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $91M | Put options by funds: $70.2M

21% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 251

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0.2% less ownership

Funds ownership: 87.36%87.16% (-0.2%)

1% less funds holding

Funds holding: 716712 (-4)

6% less capital invested

Capital invested by funds: $23.9B → $22.6B (-$1.34B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
712
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
49
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WAS
676
Winch Advisory Services
Wisconsin
$19K +$10.3K +141 +105%
TG
677
TLP Group
Illinois
$18K -$221K -3,044 -92%
SFG
678
SevenBridge Financial Group
Pennsylvania
$18K
RFS
679
Rockefeller Financial Services
New York
$18K +$18.9K +260 New
BWM
680
Baystate Wealth Management
Massachusetts
$17K -$1.45K -20 -7%
BBHC
681
Brown Brothers Harriman & Co
New York
$17K
TIM
682
Tortoise Investment Management
New York
$17K
FMTCOCP
683
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15.8K -$63.6K -875 -80%
AIM
684
Anchor Investment Management
South Carolina
$14.1K
ECM
685
Estabrook Capital Management
New York
$14.1K
JCM
686
Jacobi Capital Management
Pennsylvania
$14K
VIA
687
Vantage Investment Advisors
Pennsylvania
$14K
MRCM
688
M&R Capital Management
New Jersey
$9K
PCP
689
Proficio Capital Partners
Massachusetts
$8K -$5.31K -73 -39%
PFSC
690
Peoples Financial Services Corp
Pennsylvania
$8K
EFSCE
691
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
MSFP
692
Mark Sheptoff Financial Planning
Connecticut
$7K
SAM
693
Solaris Asset Management
New York
$7K
VFA
694
Valeo Financial Advisors
Indiana
$7K +$6.98K +96 New
First Manhattan
695
First Manhattan
New York
$6K
Parallax Volatility Advisers
696
Parallax Volatility Advisers
California
$6K +$6.47K +89 New
CHC
697
City Holding Co
West Virginia
$5K
JWA
698
JFS Wealth Advisors
Pennsylvania
$4K -$4.95K -68 -54%
FMP
699
Financial Management Professionals
Texas
$4K
MIM
700
Macroview Investment Management
Maryland
$4K

WELL Hedge Fund Activity: Q3 2017 in Review

712 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2017, worth a combined $22.6B — down 5.6% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WELL positions and 45 closed out — a net gain of 4 holders — while 304 added to existing stakes and 251 trimmed.

The largest buyer was PGGM Investments, adding an estimated $184M. The largest seller was Invesco, cutting an estimated $144M.

  • 712 institutional investors held Welltower (WELL) as of Q3 2017, down from 716 in Q2 2017.
  • Funds reported $22.6B of Welltower stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 49 funds opened new Welltower positions in Q3 2017 and 45 closed out, a net change of +4 holders.
  • The largest Welltower buyer in Q3 2017 was PGGM Investments, an estimated $184M added.
  • The largest Welltower seller in Q3 2017 was Invesco, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2017.