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Welltower
WELL

Overview Fund Activity

749 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 275 increasing their positions, 300 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
-110
Holders Change %
-12.81%
% of All Funds
16.55%
Holding in Top 10
6
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-53.85%
% of All Funds
0.13%
New
78
Increased
275
Reduced
300
Closed
178
Calls
$54.5M
Puts
$63.5M
Net Calls
-$9.05M
Net Calls Change
+$5.51M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$1.58B
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$216M
3
HM
HealthCor Management
New York
$72.4M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$369M
5
UBS Group
UBS Group
Switzerland
$85.8M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$98.3M
2
Principal Financial Group
Principal Financial Group
Iowa
$271M
3
PI
PGGM Investments
Netherlands
$184M
4
Invesco
Invesco
Georgia
$136M
5
ZP
Zimmer Partners
New York
$137M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
751
Duality Advisers
Florida
– -$16.4M -200,051 Closed
JCM
752
Janney Capital Management
Pennsylvania
– -$14M -171,507 Closed
RJFSA
753
Raymond James Financial Services Advisors
Florida
– -$12.8M -156,692 Closed
BCP
754
Blue Chip Partners
Michigan
– -$12.2M -149,384 Closed
OTPPB
755
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$8.49M -103,848 Closed
SC
756
Sculptor Capital
New York
– -$5.11M -62,531 Closed
RA
757
Resource America
New York
– -$4.91M -60,000 Closed
SCM
758
Stevens Capital Management
Pennsylvania
– -$4.56M -55,801 Closed
Pacer Advisors
759
Pacer Advisors
Pennsylvania
– -$3.83M -46,850 Closed
Assenagon Asset Management
760
Assenagon Asset Management
Luxembourg
– -$3.39M -41,500 Closed
Point72 Asset Management
761
Point72 Asset Management
Connecticut
– -$3.12M -38,100 Closed
TEE
762
Tibra Equities Europe
United Kingdom
– -$2.67M -32,600 Closed
LCM
763
Laurion Capital Management
New York
– -$2.52M -30,800 Closed
B
764
Barings
North Carolina
– -$2.37M -29,252 Closed
JWM
765
Jackson Wealth Management
Florida
– -$2.32M -26,734 Closed
Capital Fund Management (CFM)
766
Capital Fund Management (CFM)
France
– -$2.17M -26,587 Closed
HZ
767
Hixon Zuercher
Ohio
– -$2.03M -24,861 Closed
GCA
768
Gideon Capital Advisors
New York
– -$1.87M -22,846 Closed
HC
769
HNP Capital
New York
– -$1.83M -22,119 Closed
PCM
770
Palisade Capital Management
New Jersey
– -$1.69M -20,718 Closed
LM
771
Lincluden Management
Ontario, Canada
– -$1.68M -20,595 Closed
CP
772
Camelot Portfolios
Ohio
– -$1.67M -20,461 Closed
TPA
773
Trivium Point Advisory
Connecticut
– -$1.65M -20,205 Closed
LOAMS
774
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.47M -17,996 Closed
Walleye Trading
775
Walleye Trading
New York
– -$1.46M -17,820 Closed
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