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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 %
Simplex Trading
751
Simplex Trading
Illinois
– – -977 Closed
CG
752
Cutler Group
California
– – -877 Closed
MCM
753
Manchester Capital Management
Vermont
– – -750 Closed
MBT
754
Montecito Bank & Trust
California
– – -520 Closed
PFS
755
Physicians Financial Services
North Carolina
– – -350 Closed
HR
756
Howe & Rusling
New York
– – -311 Closed
AWM
757
Avior Wealth Management
Nebraska
– – -300 Closed
EARNEST Partners
758
EARNEST Partners
Georgia
– – -191 Closed
OC
759
Oakworth Capital
Alabama
– – -133 Closed
IWA
760
IBEX Wealth Advisors
New Jersey
– – -101 Closed
PSW
761
Portfolio Strategies (Washington)
Washington
– – -100 Closed
IIC
762
Integrated Investment Consultants
Michigan
– – -100 Closed
ACM
763
Armbruster Capital Management
New York
– – -80 Closed
AW
764
Alpha Windward
Massachusetts
– – -75 Closed
JIR
765
James Investment Research
Ohio
– – -47 Closed
OFW
766
Omnia Family Wealth
Florida
– – -30 Closed
Parallax Volatility Advisers
767
Parallax Volatility Advisers
California
– – – –
PG
768
PEAK6 Group
Illinois
– – – –
Twin Tree Management
769
Twin Tree Management
Texas
– – – –
Group One Trading
770
Group One Trading
Illinois
– – – –
LA
771
LVW Advisors
New York
– – – –
Two Sigma Investments
772
Two Sigma Investments
New York
– – – –
HT
773
HAP Trading
New York
– – – –
BCMIO
774
Beacon Capital Management Inc (Ohio)
Ohio
$0 1 +1 New
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