Welltower
WELL
776 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, 274 increasing their positions, 280 reducing their positions, and 52 closing their positions.
129% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 52
9% more funds holding
Funds holding: 712 → 776 (+64)
0.58% less ownership
Funds ownership: 87.16% → 86.58% (-0.58%)
2% less repeat investments, than reductions
Existing positions increased: 274 | Existing positions reduced: 280
6% less call options, than puts
Call options by funds: $73.4M | Put options by funds: $78.4M
10% less capital invested
Capital invested by funds: $22.6B → $20.4B (-$2.16B)
21% less funds holding in top 10
Funds holding in top 10: 14 → 11 (-3)
Top Buyers
| 1 |
Cohen & Steers
New York
|
+$110M |
| 2 |
Bank of New York Mellon
New York
|
+$76M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$72.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$68.5M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$61.1M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NIT
826
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$137K | -1,950 | Closed |
|
|
CAL
827
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$33K | -475 | Closed |
|
|
CLOS
828
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$31K | -438 | Closed |
|
|
SAM
829
Solaris Asset Management
New York
| – | -$7K | -105 | Closed |
|
830
First Manhattan
New York
| – | -$6K | -91 | Closed |
|
|
SIA
831
Sit Investment Associates
Minneapolis,
Minnesota
| – | -$3K | -49 | Closed |
|
|
TSW
832
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$2K | -31 | Closed |
|
|
ACM
833
Aviance Capital Management
Sarasota,
Florida
| – | -$2K | -28 | Closed |
|
|
CIM
834
Contravisory Investment Management
Norwell,
Massachusetts
| – | +$403 | +6 | New |
|
|
MGIA
835
Moneta Group Investment Advisors
St Louis,
Missouri
| – | +$403 | +6 | New |
|
WELL Hedge Fund Activity: Q4 2017 in Review
776 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q4 2017, worth a combined $20.4B — down 9.5% from $22.6B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new WELL positions and 52 closed out — a net gain of 67 holders — while 274 added to existing stakes and 280 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $110M. The largest seller was Deutsche Bank, cutting an estimated $265M.
- 776 institutional investors held Welltower (WELL) as of Q4 2017, up from 712 in Q3 2017.
- Funds reported $20.4B of Welltower stock for Q4 2017, down 9.5% quarter-over-quarter.
- 119 funds opened new Welltower positions in Q4 2017 and 52 closed out, a net change of +67 holders.
- The largest Welltower buyer in Q4 2017 was Cohen & Steers, an estimated $110M added.
- The largest Welltower seller in Q4 2017 was Deutsche Bank, an estimated $265M sold.
Based on aggregated 13F filings for Q4 2017.