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Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LM
726
Lincluden Management
Ontario, Canada
– – -22,190 Closed
Nomura Holdings
727
Nomura Holdings
Japan
– – -20,554 Closed
Connor, Clark & Lunn Investment Management (CC&L)
728
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– – -19,925 Closed
CIBC World Market
729
CIBC World Market
Ontario, Canada
– – -18,791 Closed
N
730
Natixis
France
– – -17,559 Closed
Wolverine Trading
731
Wolverine Trading
Illinois
– – -17,344 Closed
PE
732
Point72 Europe
United Kingdom
– – -15,600 Closed
GIM
733
Guardian Investment Management
California
– – -13,700 Closed
Walleye Trading
734
Walleye Trading
New York
– – -13,604 Closed
MAM
735
Martingale Asset Management
Massachusetts
– – -12,909 Closed
GWM
736
GSB Wealth Management
Connecticut
– – -6,910 Closed
MC
737
Miles Capital
Iowa
– – -6,380 Closed
VF
738
Virtu Financial
New York
– – -6,186 Closed
Jennison Associates
739
Jennison Associates
New York
– – -5,790 Closed
MYLI
740
Meiji Yasuda Life Insurance
Japan
– – -4,930 Closed
BJL
741
Brighton Jones LLC
Washington
– – -4,514 Closed
PI
742
PineBridge Investments
New York
– – -4,237 Closed
PCM
743
Penserra Capital Management
California
– – -4,218 Closed
BHWM
744
Bar Harbor Wealth Management
New Hampshire
– – -3,561 Closed
ST
745
Spot Trading
Illinois
– – -2,839 Closed
PHK
746
Point72 Hong Kong
Hong Kong
– – -1,663 Closed
MA
747
MUFG Americas
New York
– – -1,333 Closed
IR
748
Invictus RG
Bermuda
– – -1,249 Closed
PIA
749
Piedmont Investment Advisors
North Carolina
– – -1,021 Closed
BAM
750
Bruderman Asset Management
New York
– – -1,000 Closed
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