Welltower
WELL
861 hedge funds and large institutions have $30.4B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 283 reducing their positions, and 66 closing their positions.
86% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 66
15% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 283
5% more funds holding
Funds holding: 817 → 861 (+44)
1.57% more ownership
Funds ownership: 90.11% → 91.68% (+1.6%)
8% less capital invested
Capital invested by funds: $33.1B → $30.4B (-$2.74B)
25% less call options, than puts
Call options by funds: $43.5M | Put options by funds: $58.1M
28% less funds holding in top 10
Funds holding in top 10: 18 → 13 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$218M |
| 2 |
Morgan Stanley
New York
|
+$193M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$126M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$118M |
| 5 |
BlackRock
New York
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$157M |
| 2 |
Swedbank
Stockholm,
Sweden
|
-$131M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$130M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$59.7M |
| 5 |
Cohen & Steers
New York
|
-$58.2M |
WELL Hedge Fund Activity: Q4 2019 in Review
861 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2019, worth a combined $30.4B — down 8.3% from $33.1B a quarter earlier.
Buyers outnumbered sellers: 123 funds opened new WELL positions and 66 closed out — a net gain of 57 holders — while 325 added to existing stakes and 283 trimmed.
The largest buyer was Zimmer Partners, adding an estimated $218M. The largest seller was State Street, cutting an estimated $157M.
- 861 institutional investors held Welltower (WELL) as of Q4 2019, up from 817 in Q3 2019.
- Funds reported $30.4B of Welltower stock for Q4 2019, down 8.3% quarter-over-quarter.
- 123 funds opened new Welltower positions in Q4 2019 and 66 closed out, a net change of +57 holders.
- The largest Welltower buyer in Q4 2019 was Zimmer Partners, an estimated $218M added.
- The largest Welltower seller in Q4 2019 was State Street, an estimated $157M sold.
Based on aggregated 13F filings for Q4 2019.