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Welltower
WELL

Overview Fund Activity

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$185M
2
JHIU
2
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
3
Invesco
Georgia
$888M
4
Cohen & Steers
4
Cohen & Steers
New York
$903M
5
SAMC
5
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
3
Deutsche Bank
Germany
$247M
4
VAM
4
Visium Asset Management
New York
$0
5
AAMU
5
APG Asset Management US
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCIM
51
TIAA CREF Investment Management
New York
$67.1M +$80.2K +1,285 +0.1%
AllianceBernstein
52
AllianceBernstein
Tennessee
$63.1M -$2.82M -45,151 -4%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$59.4M +$1.69M +27,047 +3%
Charles Schwab
54
Charles Schwab
California
$57.9M +$1.88M +29,549 +3%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$53.7M -$15M -241,041 -22%
BG
56
Bahl & Gaynor
Ohio
$52.3M +$2.72M +43,606 +5%
American Century Companies
57
American Century Companies
Missouri
$51.5M -$12.7M -202,900 -20%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$50.8M +$618K +9,900 +1%
Nuveen Asset Management
59
Nuveen Asset Management
Illinois
$50.5M -$34.1M -547,452 -40%
BlackRock
60
BlackRock
New York
$49M +$1.22M +19,591 +3%
BIM
61
BlackRock Investment Management
Delaware
$48.8M -$3.82M -61,174 -7%
Neuberger Berman Group
62
Neuberger Berman Group
New York
$47M -$137K -2,193 -0.3%
Swiss National Bank
63
Swiss National Bank
Switzerland
$46.5M +$811K +13,000 +2%
TIAAOA
64
Teachers Insurance & Annuity Association of America
New York
$44.2M -$1.11M -17,822 -2%
Lord, Abbett & Co
65
Lord, Abbett & Co
New Jersey
$41.7M +$37.6M +603,400 +917%
PI
66
PGGM Investments
Netherlands
$41.5M – – –
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$41.5M +$99.4K +1,594 +0.2%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$41.1M +$140K +2,243 +0.3%
CNB
69
City National Bank
California
$40.7M +$1.91M +30,692 +5%
O
70
OppenheimerFunds
New York
$39.3M -$6.13M -98,310 -13%
Franklin Resources
71
Franklin Resources
California
$39.2M -$79K -1,266 -0.2%
SO
72
STRS Ohio
Ohio
$37.4M – – –
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$36.8M +$845K +13,553 +2%
Mitsubishi UFJ Trust & Banking
74
Mitsubishi UFJ Trust & Banking
Japan
$36.3M +$944K +15,135 +3%
BTS
75
BB&T Securities
Virginia
$35.8M -$2.48M -3,968 -6%
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