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Welltower
WELL

Overview Fund Activity

775 hedge funds and large institutions have $20.4B invested in Welltower in 2017 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 273 increasing their positions, 280 reducing their positions, and 52 closing their positions.

Holders
775
Holders Change
+64
Holders Change %
+9%
% of All Funds
17.6%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
119
Increased
273
Reduced
280
Closed
52
Calls
$73.4M
Puts
$78.4M
Net Calls
-$5.05M
Net Calls Change
-$25.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$218M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$556M
3
Wells Fargo
3
Wells Fargo
California
$443M
4
Invesco
4
Invesco
Georgia
$575M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$59.6M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$123M
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$123M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$681M
4
Bank of America
4
Bank of America
North Carolina
$264M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
801
Chilton Capital Management
Texas
– -$386K -5,490 Closed
TMAM
802
Tokio Marine Asset Management
Japan
– -$373K -5,311 Closed
GHA
803
Garcia Hamilton & Associates
Texas
– -$352K -5,014 Closed
PCM
804
Penserra Capital Management
California
– -$333K -4,793 Closed
PAG
805
Pinnacle Advisory Group
Maryland
– -$328K -4,667 Closed
SGCA
806
Steel Grove Capital Advisors
Tennessee
– -$288K -4,099 Closed
VAM
807
Verity Asset Management
North Carolina
– -$281K -4,000 Closed
PM
808
Parametrica Management
Hong Kong
– -$277K -3,946 Closed
ED
809
Exane Derivatives
France
– -$262K -3,734 Closed
EP
810
Edgestream Partners
New Jersey
– -$262K -3,733 Closed
CAM
811
Columbia Asset Management
Michigan
– -$252K -3,590 Closed
LP
812
LMR Partners
United Kingdom
– -$246K -3,499 Closed
Capital Fund Management (CFM)
813
Capital Fund Management (CFM)
France
– -$244K -3,471 Closed
PCMC
814
Paragon Capital Management (Colorado)
Colorado
– -$241K -3,428 Closed
MC
815
Moors & Cabot
Massachusetts
– -$239K -3,413 Closed
SC
816
Scotia Capital
Ontario, Canada
– -$234K -3,324 Closed
NDSI
817
Newman Dignan & Sheerar Inc
Rhode Island
– -$221K -3,150 Closed
BA
818
Boston Advisors
Massachusetts
– -$219K -3,119 Closed
SDJVC
819
St. Denis J. Villere & Co
Louisiana
– -$210K -3,000 Closed
WF
820
Welch & Forbes
Massachusetts
– -$211K -3,000 Closed
SCM
821
Shelton Capital Management
Colorado
– -$210K -2,992 Closed
SBH
822
Segall Bryant & Hamill
Illinois
– -$210K -2,991 Closed
FHA
823
Flagship Harbor Advisors
Massachusetts
– -$204K -2,963 Closed
NFG
824
Next Financial Group
Texas
– -$139K -2,040 Closed
NIT
825
NumerixS Investment Technologies
British Columbia, Canada
– -$137K -1,950 Closed
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