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Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$357M
2
Invesco
2
Invesco
Georgia
$551M
3
Goldman Sachs
3
Goldman Sachs
New York
$319M
4
Morgan Stanley
4
Morgan Stanley
New York
$446M
5
Asset Management One
5
Asset Management One
Japan
$98.1M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
2
American Century Companies
Missouri
$27M
3
PI
3
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIS
701
Morningstar Investment Services
Illinois
– -$63.7M -851,933 Closed
MTB
702
Mizuho Trust & Banking
Japan
– -$48.2M -644,078 Closed
Citadel Advisors
703
Citadel Advisors
Florida
– -$26.1M -349,618 Closed
GCA
704
GSI Capital Advisors
California
– -$12.7M -169,800 Closed
WG
705
Winton Group
United Kingdom
– -$11.5M -153,496 Closed
EAM
706
EverPoint Asset Management
Connecticut
– -$10.8M -144,100 Closed
CG
707
Clinton Group
New York
– -$10.5M -141,024 Closed
ZIM
708
Zacks Investment Management
Illinois
– -$8.79M -117,614 Closed
VIA
709
Virtus Investment Advisers
Connecticut
– -$6.79M -90,748 Closed
IGIM
710
I.G. Investment Management
Manitoba, Canada
– -$5.42M -72,472 Closed
BFG
711
Beacon Financial Group
Texas
– -$5.29M -69,765 Closed
QIM
712
Quantitative Investment Management
Virginia
– -$5.13M -68,600 Closed
QC
713
Quadrature Capital
United Kingdom
– -$4.52M -60,482 Closed
CMBA
714
C.M. Bidwell & Associates
Hawaii
– -$4M -53,540 Closed
CC
715
Cipher Capital
New York
– -$3.76M -50,285 Closed
PAM
716
Paradigm Asset Management
New York
– -$3.25M -43,500 Closed
QT
717
Quantbot Technologies
New York
– -$2.9M -38,852 Closed
CAM
718
Cypress Asset Management
Texas
– -$2.2M -29,430 Closed
DILH
719
Dai-ichi Life Holdings
Japan
– -$1.66M -22,163 Closed
PP
720
Paloma Partners
Connecticut
– -$1.48M -19,741 Closed
FNBOO
721
First National Bank of Omaha
Nebraska
– -$1.45M -19,445 Closed
CCM
722
Coldstream Capital Management
Washington
– -$1.34M -17,968 Closed
LTI
723
Laffer Tengler Investments
Tennessee
– -$1.29M -17,274 Closed
DC
724
Deere & Company
Illinois
– -$1.17M -15,675 Closed
BO
725
BRR OpCo
Ohio
– -$978K -13,074 Closed
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29
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