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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 Holding Trade Value Shares
Change 		Shares
Change %
TAM
701
Toscafund Asset Management
United Kingdom
– -$755K -10,000 Closed
PWW
702
Pettyjohn Wood & White
Virginia
– -$761K -9,995 Closed
MAM
703
Meeder Asset Management
Ohio
– -$725K -9,513 Closed
VF
704
Virtu Financial
New York
– -$614K -8,055 Closed
Arrowstreet Capital
705
Arrowstreet Capital
Massachusetts
– -$609K -8,000 Closed
CCA
706
Catalyst Capital Advisors
New York
– -$548K -7,200 Closed
IP
707
Investment Partners
Ohio
– -$515K -6,759 Closed
CA
708
Commerzbank Aktiengesellschaft
Germany
– -$487 -6,397 Closed
TNB
709
Thomasville National Bank
Georgia
– -$462K -6,063 Closed
F
710
Filament
Washington
– -$310K -4,066 Closed
HAM
711
Highstreet Asset Management
Ontario, Canada
– -$274K -3,591 Closed
HW
712
Hancock Whitney
Mississippi
– -$248K -3,255 Closed
AIA
713
Allegis Investment Advisors
Idaho
– -$204K -2,697 Closed
Wolverine Trading
714
Wolverine Trading
Illinois
– -$202K -2,670 Closed
CL
715
CPWM LLC
Washington
– -$202K -2,648 Closed
PAIA
716
Park Avenue Institutional Advisers
New York
– -$171K -2,243 Closed
NAMA
717
Nikko Asset Management Americas
New York
– -$136K -1,800 Closed
MIC
718
MU Investments Company
Japan
– -$121K -1,600 Closed
CB
719
Community Bank
New York
– -$46K -600 Closed
WAP
720
Wealthcare Advisory Partners
Pennsylvania
– -$45K -590 Closed
SGAM
721
Smith Group Asset Management
Texas
– -$23K -300 Closed
ECM
722
Exchange Capital Management
Michigan
– -$11K -150 Closed
PMFA
723
Plante Moran Financial Advisors
Michigan
– -$8K -100 Closed
AIM
724
Acrospire Investment Management
Illinois
– -$8K -100 Closed
ACM
725
Armbruster Capital Management
New York
– -$6K -80 Closed
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