WELL icon

Welltower
WELL

Overview Fund Activity

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 closing their positions.

Holders
695
Holders Change
+15
Holders Change %
+2.21%
% of All Funds
17.4%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.35%
New
100
Increased
269
Reduced
229
Closed
72
Calls
$146M
Puts
$104M
Net Calls
+$41.9M
Net Calls Change
-$26M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$357M
2
Invesco
2
Invesco
Georgia
$551M
3
Goldman Sachs
3
Goldman Sachs
New York
$319M
4
Morgan Stanley
4
Morgan Stanley
New York
$446M
5
Asset Management One
5
Asset Management One
Japan
$98.1M

Top Sellers

1
CIMLRA
1
CBRE Investment Management Listed Real Assets
Pennsylvania
$427M
2
American Century Companies
2
American Century Companies
Missouri
$27M
3
PI
3
PGGM Investments
Netherlands
$182M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$508M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
HSBC Holdings
76
HSBC Holdings
United Kingdom
$43.3M 646,460 +101,390 +19%
SAM
77
Securian Asset Management
Minnesota
$40.7M 608,275 -149,101 -20%
PPA
78
Parametric Portfolio Associates
Washington
$40.5M 605,356 +21,445 +4%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$39.3M 586,483 -37,630 -6%
WBC
80
Westpac Banking Corp
Australia
$39.1M 524,842 -1,781 -0.3%
BA
81
BlackRock Advisors
Delaware
$38.8M 580,388 +265,551 +84%
Ohio Public Employees Retirement System (OPERS)
82
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.4M 566,748 +27,603 +5%
SEI Investments
83
SEI Investments
Pennsylvania
$38.1M 569,372 -143,923 -20%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$38.1M 569,078 +1,349 +0.2%
FMI
85
Factory Mutual Insurance
Massachusetts
$38M 576,000 +33,000 +6%
TD Asset Management
86
TD Asset Management
Ontario, Canada
$37.4M 559,148 -21,815 -4%
Credit Agricole
87
Credit Agricole
France
$37.3M 556,637 +238,110 +75%
PP
88
Prudential plc
United Kingdom
$36.7M 548,124 +548,124 New
Macquarie Group
89
Macquarie Group
Australia
$36.1M 538,636 -62,285 -10%
TG
90
TCW Group
California
$35.8M 534,432 +27,909 +6%
AQR Capital Management
91
AQR Capital Management
Connecticut
$35.1M 524,856 +19,691 +4%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$34.8M 519,906 +1,700 +0.3%
UBS Group
93
UBS Group
Switzerland
$34.3M 512,651 +17,105 +3%
Schroder Investment Management Group
94
Schroder Investment Management Group
United Kingdom
$34.1M 509,482 +63,632 +14%
BJ
95
BlackRock Japan
Japan
$33.4M 499,596 +16,523 +3%
Canada Life
96
Canada Life
Manitoba, Canada
$33.4M 498,523 -19,205 -4%
JHIU
97
Janus Henderson Investors US
Colorado
$31.4M 468,394 +13,975 +3%
ATN
98
AMF Tjänstepension
Sweden
$30.1M 450,352 +450,352 New
Allianz Asset Management
99
Allianz Asset Management
Germany
$29.4M 438,926 +14,240 +3%
Franklin Resources
100
Franklin Resources
California
$27.4M 409,587 -123,688 -23%
2 3
4
5 6