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Welltower

582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 20

114% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $22.9M

57% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 164

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

11% more capital invested

Capital invested by funds: $15.3B → $17B (+$1.66B)

9% more funds holding

Funds holding: 535582 (+47)

0.82% more ownership

Funds ownership: 87.92%88.74% (+0.82%)

Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.73%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
71
Increased
258
Reduced
164
Closed
20
Calls
$49.1M
Puts
$22.9M
Net Calls
+$26.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
76
Virtus Fund Advisers
Connecticut
$34.7M +$34.8M +553,579 New
O
77
OppenheimerFunds
New York
$34.2M +$2.16M +34,340 +7%
Lord, Abbett & Co
78
Lord, Abbett & Co
New Jersey
$34.2M -$11.2M -177,500 -25%
USAA
79
United Services Automobile Association
Texas
$33.7M +$1.1M +17,410 +3%
SO
80
STRS Ohio
Ohio
$32.8M -$2.33M -37,074 -7%
GC
81
Guggenheim Capital
Illinois
$32.7M -$3.41M -54,264 -9%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$31.3M +$1.35M +21,529 +5%
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$30M +$409K +6,502 +1%
Adage Capital Partners
84
Adage Capital Partners
Massachusetts
$28.8M +$1.24M +19,694 +4%
Franklin Resources
85
Franklin Resources
California
$28.6M -$3.78M -60,022 -12%
STC
86
SEI Trust Company
Pennsylvania
$28.3M +$5.74M +91,271 +25%
MTB
87
Mizuho Trust & Banking
Japan
$27.7M -$1.54M -24,539 -5%
RhumbLine Advisers
88
RhumbLine Advisers
Massachusetts
$27.6M +$2.51M +39,854 +10%
WBC
89
Westpac Banking Corp
Australia
$27.3M -$4.49M -71,425 -14%
FMI
90
Factory Mutual Insurance
Massachusetts
$26.9M +$6.29M +100,000 +30%
AQR Capital Management
91
AQR Capital Management
Connecticut
$26.6M +$6.17M +98,100 +30%
HSBC Holdings
92
HSBC Holdings
United Kingdom
$26.3M -$3.87M -61,493 -13%
SAM
93
Securian Asset Management
Minnesota
$25.8M +$807K +12,823 +3%
APG Asset Management
94
APG Asset Management
Netherlands
$25.2M +$4.52M +71,882 +22%
KeyBank National Association
95
KeyBank National Association
Ohio
$24.3M -$134K -2,122 -0.5%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$24M -$84.6M -1,344,450 -77%
HI
97
Honeywell International
North Carolina
$22.8M -$6.29M -100,000 -22%
Wellington Management Group
98
Wellington Management Group
Massachusetts
$22.8M -$4.05M -64,286 -15%
AAM
99
Aberdeen Asset Management
United Kingdom
$21.3M +$19.4M +309,080 +994%
VRS
100
Virginia Retirement Systems
Virginia
$21.1M +$18.1M +287,990 +596%