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Welltower

594 hedge funds and large institutions have $20.7B invested in Welltower in 2015 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 235 increasing their positions, 215 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $97.9M | Put options by funds: $30.9M

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

9% more repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 215

1% less capital invested

Capital invested by funds: $20.9B → $20.7B (-$127M)

3% less funds holding

Funds holding: 614594 (-20)

3.42% less ownership

Funds ownership: 91.52%88.1% (-3.4%)

18% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 84

Holders
594
Holders Change
-20
Holders Change %
-3.26%
% of All Funds
16.59%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.7%
New
69
Increased
235
Reduced
215
Closed
84
Calls
$97.9M
Puts
$30.9M
Net Calls
+$67M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TG
51
TCW Group
California
$70.3M +$627K +9,389 +0.9%
AllianceBernstein
52
AllianceBernstein
Tennessee
$68.1M +$1.1M +16,479 +2%
Asset Management One
53
Asset Management One
Japan
$67.5M -$6.6M -98,757 -9%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$65.8M +$9.94M +148,866 +18%
Ameriprise
55
Ameriprise
Minnesota
$61.9M +$39.9M +597,048 +188%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$61.4M -$8.79M -131,603 -13%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$60.9M +$386K +5,786 +0.6%
Deutsche Bank
58
Deutsche Bank
Germany
$60.3M -$423M -6,339,332 -88%
American Century Companies
59
American Century Companies
Missouri
$59.4M +$2.01M +30,035 +4%
ACA
60
Anchor Capital Advisors
Massachusetts
$58.4M -$512K -7,663 -0.9%
BIM
61
BlackRock Investment Management
Delaware
$57.3M +$4.22M +63,198 +8%
GC
62
Guggenheim Capital
Illinois
$57.1M -$5.85M -87,614 -9%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$55M -$990K -14,818 -2%
RCM
64
Riverhead Capital Management
Delaware
$52.6M +$5.08M +76,061 +11%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$48.4M -$924K -13,842 -2%
BNP Paribas Asset Management
66
BNP Paribas Asset Management
France
$48.1M -$17.2M -257,613 -27%
Neuberger Berman Group
67
Neuberger Berman Group
New York
$48M -$9.86M -147,676 -17%
TIAAOA
68
Teachers Insurance & Annuity Association of America
New York
$47.6M -$790K -11,836 -2%
Macquarie Group
69
Macquarie Group
Australia
$47.6M -$15.3M -229,185 -25%
Stifel Financial
70
Stifel Financial
Missouri
$46.6M +$873K +13,072 +2%
CCP
71
Clough Capital Partners
Massachusetts
$46.4M +$35.9M +537,600 +365%
H
72
Hexavest
Quebec, Canada
$46.2M +$1.1M +16,455 +2%
New York State Teachers Retirement System (NYSTRS)
73
New York State Teachers Retirement System (NYSTRS)
New York
$45.8M +$5.34K +80 +0%
OAC
74
OMERS Administration Corp
Ontario, Canada
$44.8M +$44.2M +662,000 New
UIC
75
Uniplan Investment Counsel
Wisconsin
$44.5M +$3.13M +46,937 +8%