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Welltower
WELL

Overview Fund Activity

556 hedge funds and large institutions have $13.8B invested in Welltower in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 44 closing their positions.

Holders
556
Holders Change
+41
Holders Change %
+7.96%
% of All Funds
16.15%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
87
Increased
207
Reduced
206
Closed
44
Calls
$54.2M
Puts
$29.4M
Net Calls
+$24.8M
Net Calls Change
+$5.92M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.12B
2
CIMLRA
2
CBRE Investment Management Listed Real Assets
Pennsylvania
$431M
3
Barclays
3
Barclays
United Kingdom
$109M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$87.1M
5
SAMC
5
Shinko Asset Management Company
Japan
$352M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$424M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$216M
3
DPIM
3
Duff & Phelps Investment Management
Illinois
$35.2M
4
BFA
4
BlackRock Fund Advisors
California
$418M
5
Bank of America
5
Bank of America
North Carolina
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SO
76
STRS Ohio
Ohio
$30M -$2.11M -39,300 -7%
U
77
UBS
Switzerland
$29.4M -$1.36M -25,420 -4%
Neuberger Berman Group
78
Neuberger Berman Group
New York
$29.1M -$11.3M -210,006 -28%
USAA
79
United Services Automobile Association
Texas
$28.4M +$17.6M +327,690 +162%
TG
80
TCW Group
California
$28.3M +$2.31M +43,067 +9%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$28M -$78.9K -1,472 -0.3%
MTB
82
Mizuho Trust & Banking
Japan
$27.7M +$1.63M +29,789 +6%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$27.6M +$187K +3,500 +0.7%
HI
84
Honeywell International
North Carolina
$27.3M +$13.9M +260,300 +104%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$27.2M +$16.1M +307,413 +144%
O
86
OppenheimerFunds
New York
$27M -$6.77M -126,320 -20%
GC
87
Guggenheim Capital
Illinois
$26.7M -$2.54M -47,497 -9%
IG
88
ING Group
Netherlands
$25M +$19M +355,668 +319%
Millennium Management
89
Millennium Management
New York
$25M +$25M +467,132 New
T. Rowe Price Associates
90
T. Rowe Price Associates
Maryland
$24M +$498K +9,300 +2%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$23.5M -$1.13M -21,146 -5%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$23.5M +$525K +9,800 +2%
Canada Pension Plan Investment Board
93
Canada Pension Plan Investment Board
Ontario, Canada
$23.2M +$5.19M +96,884 +29%
Wellington Management Group
94
Wellington Management Group
Massachusetts
$23M +$2.43M +45,405 +12%
SAM
95
Securian Asset Management
Minnesota
$22.4M +$24.2K +451 +0.1%
RhumbLine Advisers
96
RhumbLine Advisers
Massachusetts
$21.9M -$709K -13,232 -3%
D.E. Shaw & Co
97
D.E. Shaw & Co
New York
$21.1M +$11.7M +218,745 +124%
WBC
98
Westpac Banking Corp
Australia
$20.8M -$7.46M -139,301 -26%
CBOA
99
Commonwealth Bank of Australia
Australia
$20.8M +$2.36M +44,093 +13%
KeyBank National Association
100
KeyBank National Association
Ohio
$19.4M -$1.37M -25,587 -7%
2 3
4
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