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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.79B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$658M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$350M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$564M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.94B

Top Sellers

1
SAMC
1
Shinko Asset Management Company
Japan
$628M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$66.9M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$27.5M
4
HI
4
Honeywell International
North Carolina
$7.2M
5
APG Asset Management
5
APG Asset Management
Netherlands
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
51
Fidelity Investments
Massachusetts
$83.9M +$5.53M +71,431 +7%
BG
52
Bahl & Gaynor
Ohio
$83.3M +$5.89M +76,081 +8%
TG
53
TCW Group
California
$81.4M -$6.03M -77,981 -7%
Asset Management One
54
Asset Management One
Japan
$81.1M +$8.23M +104,716 +11%
Macquarie Group
55
Macquarie Group
Australia
$80.8M -$3.32M -42,852 -4%
Neuberger Berman Group
56
Neuberger Berman Group
New York
$79.9M +$12.2M +158,014 +18%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$78.4M +$55M +710,319 +234%
BNP Paribas Asset Management
58
BNP Paribas Asset Management
France
$74.7M -$7.71M -99,698 -9%
GC
59
Guggenheim Capital
Illinois
$74.2M +$6.69M +86,533 +10%
American Century Companies
60
American Century Companies
Missouri
$73.6M -$1.78M -23,066 -2%
CNB
61
City National Bank
California
$73.1M +$1.5M +19,406 +2%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$70.6M +$349K +4,509 +0.5%
BTS
63
BB&T Securities
Virginia
$69.1M +$2.03M +2,624 +3%
AllianceBernstein
64
AllianceBernstein
Tennessee
$68.9M +$11.4M +146,783 +20%
California Public Employees Retirement System
65
California Public Employees Retirement System
California
$68.6M – – –
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$68.4M -$319K -4,119 -0.5%
ACA
67
Anchor Capital Advisors
Massachusetts
$66.9M -$24.3M -313,513 -27%
SMDAM
68
Sumitomo Mitsui DS Asset Management
Japan
$66.4M -$13.1M -169,219 -16%
Swiss National Bank
69
Swiss National Bank
Switzerland
$64.3M +$17M +219,700 +36%
Schroder Investment Management Group
70
Schroder Investment Management Group
United Kingdom
$62M +$20.4M +262,449 +49%
Barclays
71
Barclays
United Kingdom
$61.3M +$2.67M +34,654 +5%
T
72
TOBAM
France
$56.7M +$25.5M +329,212 +81%
TIAAOA
73
Teachers Insurance & Annuity Association of America
New York
$56.6M -$236K -3,053 -0.4%
BIM
74
BlackRock Investment Management
Delaware
$55.4M +$2.77M +35,754 +5%
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$54.4M +$4.8M +62,015 +10%
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