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Welltower
WELL

Overview Fund Activity

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M

Top Buyers

1
EIP
1
Epoch Investment Partners
New York
$185M
2
JHIU
2
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
3
Invesco
Georgia
$888M
4
Cohen & Steers
4
Cohen & Steers
New York
$903M
5
SAMC
5
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
3
Deutsche Bank
Germany
$247M
4
VAM
4
Visium Asset Management
New York
$0
5
AAMU
5
APG Asset Management US
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
U
76
UBS
Switzerland
$35.8M -$1.78M -28,512 -5%
Ohio Public Employees Retirement System (OPERS)
77
Ohio Public Employees Retirement System (OPERS)
Ohio
$35.6M -$7.45M -119,407 -17%
RJA
78
Raymond James & Associates
Florida
$34.4M +$8.62M +138,145 +33%
GC
79
Guggenheim Capital
Illinois
$34M -$1.22M -19,602 -3%
WBC
80
Westpac Banking Corp
Australia
$32.9M -$738K -11,836 -2%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$32.7M -$478K -7,661 -1%
AIM
82
abrdn Investment Management
United Kingdom
$32.3M -$7.76M -124,447 -19%
MTB
83
Mizuho Trust & Banking
Japan
$32M – – –
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$31.9M +$988K +15,846 +3%
TG
85
TCW Group
California
$30.3M +$7.9M +126,706 +35%
HSBC Holdings
86
HSBC Holdings
United Kingdom
$28.7M +$10.3M +164,824 +56%
T. Rowe Price Associates
87
T. Rowe Price Associates
Maryland
$27.3M +$69.2K +1,110 +0.3%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$26.7M -$1.62M -25,920 -6%
Adage Capital Partners
89
Adage Capital Partners
Massachusetts
$26.7M +$424K +6,800 +2%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$26.3M +$646K +10,355 +3%
SAM
91
Securian Asset Management
Minnesota
$26M -$2.77M -44,386 -10%
KeyBank National Association
92
KeyBank National Association
Ohio
$24.2M +$469K +7,526 +2%
Wellington Management Group
93
Wellington Management Group
Massachusetts
$23.9M +$7.35M +117,787 +44%
CCMH
94
Cornerstone Capital Management Holdings
New York
$23.6M -$541K -8,675 -2%
BJ
95
BlackRock Japan
Japan
$22.2M -$54.2K -869 -0.2%
FMI
96
Factory Mutual Insurance
Massachusetts
$21.8M +$1.56M +25,000 +8%
CBOA
97
Commonwealth Bank of Australia
Australia
$21.4M -$35.1M -562,605 -62%
Canada Pension Plan Investment Board
98
Canada Pension Plan Investment Board
Ontario, Canada
$21M -$34.3M -549,605 -62%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$20.6M +$93.8K +1,503 +0.5%
PPA
100
Parametric Portfolio Associates
Washington
$19.8M +$1.19M +19,118 +6%
2 3
4
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