WELL icon

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 %
ICM
726
IMS Capital Management
Oregon
– -$951K -12,718 Closed
VKH
727
Virtu KCG Holdings
New York
– -$942K -12,595 Closed
GCA
728
Gideon Capital Advisors
New York
– -$849K -11,353 Closed
Jane Street
729
Jane Street
New York
– -$803K -10,741 Closed
CG
730
Caprock Group
Idaho
– -$796K -10,651 Closed
RA
731
Rational Advisors
New York
– -$695K -9,300 Closed
Tudor Investment Corp
732
Tudor Investment Corp
Connecticut
– -$633K -8,463 Closed
ACI
733
Alpha Cubed Investments
California
– -$616K -8,235 Closed
ARTA
734
A.R.T. Advisors
New York
– -$568K -7,600 Closed
TNAM
735
Terra Nova Asset Management
New York
– -$567K -7,585 Closed
JIP
736
Jaffetilchin Investment Partners
Florida
– -$537K -7,176 Closed
EMG
737
Ellington Management Group
Connecticut
– -$381K -5,100 Closed
SC
738
Scotia Capital
Ontario, Canada
– -$370K -4,952 Closed
TAM
739
Trillium Asset Management
Massachusetts
– -$333K -4,460 Closed
MIP
740
Marietta Investment Partners
Wisconsin
– -$301K -4,020 Closed
IB
741
Intrust Bank
Kansas
– -$261K -3,485 Closed
SI
742
SII Investments
Wisconsin
– -$258K -3,461 Closed
PFP
743
Pinnacle Financial Partners
Tennessee
– -$264K -3,456 Closed
MC
744
Moors & Cabot
Massachusetts
– -$237K -3,192 Closed
MSR
745
Main Street Research
Connecticut
– -$236K -3,150 Closed
SFG
746
SNS Financial Group
Minnesota
– -$229K -3,067 Closed
GCP
747
GSA Capital Partners
United Kingdom
– -$225K -3,013 Closed
DTL
748
Dynamic Technology Lab
Singapore
– -$225K -3,000 Closed
GJIC
749
Gamble Jones Investment Counsel
California
– -$216K -2,891 Closed
DC
750
Davenport & Co
Virginia
– -$209K -2,795 Closed
27 28 29
30
31