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Welltower

712 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $91M | Put options by funds: $70.2M

21% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 251

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0.2% less ownership

Funds ownership: 87.36%87.16% (-0.2%)

1% less funds holding

Funds holding: 716712 (-4)

6% less capital invested

Capital invested by funds: $23.9B → $22.6B (-$1.34B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
712
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
49
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
B
726
BP
United Kingdom
-$3.37M -45,000 Closed
BWFM
727
Bridgewater Wealth & Financial Management
Maryland
-$2.52M -33,672 Closed
Two Sigma Advisers
728
Two Sigma Advisers
New York
-$2.48M -33,189 Closed
HCM
729
Hengehold Capital Management
Ohio
-$2.15M -28,730 Closed
MF
730
Magnetar Financial
Illinois
-$1.99M -26,594 Closed
Simplex Trading
731
Simplex Trading
Illinois
-$1.07M -14,701 Closed
B
732
Bridgeworth
Alabama
-$774K -10,668 Closed
SG
733
StoneX Group
New York
-$655K -8,750 Closed
JMPWA
734
JP Morgan Private Wealth Advisors
California
-$601K -8,035 Closed
IIC
735
Ironwood Investment Counsel
Arizona
-$210K -6,559 Closed
BCM
736
BlueCrest Capital Management
Jersey
-$412K -5,508 Closed
HT
737
HighTower Trust
Texas
-$385K -5,140 Closed
Two Sigma Investments
738
Two Sigma Investments
New York
-$359K -4,934 Closed
ADBIC
739
A.D. Beadell Investment Counsel
Wisconsin
-$336K -4,495 Closed
MYLI
740
Meiji Yasuda Life Insurance
Japan
-$314K -4,200 Closed
BWM
741
BerganKDV Wealth Management
Minnesota
-$250K -3,334 Closed
SDWMA
742
Schneider Downs Wealth Management Advisors
Pennsylvania
-$229K -3,055 Closed
MSR
743
Main Street Research
Connecticut
-$228K -3,048 Closed
Cetera Investment Advisers
744
Cetera Investment Advisers
Illinois
-$222K -3,004 Closed
BP
745
Ballentine Partners
Massachusetts
-$210K -2,885 Closed
CCIA
746
Campbell & Co Investment Adviser
Maryland
-$211K -2,825 Closed
IB
747
Intrust Bank
Kansas
-$211K -2,818 Closed
MC
748
Miles Capital
Iowa
-$205K -2,735 Closed
AP
749
Appleton Partners
Massachusetts
-$204K -2,725 Closed
Group One Trading
750
Group One Trading
Illinois
-$197K -2,705 Closed

WELL Hedge Fund Activity: Q3 2017 in Review

712 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2017, worth a combined $22.6B — down 5.6% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WELL positions and 45 closed out — a net gain of 4 holders — while 304 added to existing stakes and 251 trimmed.

The largest buyer was PGGM Investments, adding an estimated $184M. The largest seller was Invesco, cutting an estimated $144M.

  • 712 institutional investors held Welltower (WELL) as of Q3 2017, down from 716 in Q2 2017.
  • Funds reported $22.6B of Welltower stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 49 funds opened new Welltower positions in Q3 2017 and 45 closed out, a net change of +4 holders.
  • The largest Welltower buyer in Q3 2017 was PGGM Investments, an estimated $184M added.
  • The largest Welltower seller in Q3 2017 was Invesco, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2017.