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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 %
APG Asset Management
101
APG Asset Management
Netherlands
$19.4M -$715K -11,468 -4%
AQR Capital Management
102
AQR Capital Management
Connecticut
$18.5M +$826K +13,240 +5%
State of Tennessee, Department of Treasury
103
State of Tennessee, Department of Treasury
Tennessee
$18M +$18M +288,819 New
STC
104
SEI Trust Company
Pennsylvania
$17.8M +$3.35M +53,636 +23%
Citigroup
105
Citigroup
New York
$17.6M -$4.3M -68,991 -20%
AAM
106
Advisors Asset Management
Colorado
$17.6M +$1.25M +19,960 +8%
NTCOC
107
Northern Trust Company of Connecticut
Connecticut
$17.5M +$418K +6,702 +2%
Natixis Advisors
108
Natixis Advisors
Massachusetts
$15.9M -$954K -15,291 -6%
ST
109
Sabal Trust
Florida
$15.7M +$1.34M +21,551 +9%
HI
110
Honeywell International
North Carolina
$15.6M +$15.6M +250,000 New
TD Asset Management
111
TD Asset Management
Ontario, Canada
$15M +$6.22M +99,708 +71%
MNA
112
Manning & Napier Advisors
New York
$14.8M -$2.89M -46,322 -16%
VOYA Investment Management
113
VOYA Investment Management
Georgia
$14.7M -$1.06M -17,026 -7%
MLICM
114
Metropolitan Life Insurance Company (MetLife)
New York
$14.4M -$2.06K -33 -0%
Credit Agricole
115
Credit Agricole
France
$13.9M +$13.9M +222,036 New
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$13.3M +$6.59M +105,626 +97%
Macquarie Group
117
Macquarie Group
Australia
$13.1M -$11.4M -182,184 -46%
ProShare Advisors
118
ProShare Advisors
Maryland
$13M -$1.96M -31,431 -13%
Schroder Investment Management Group
119
Schroder Investment Management Group
United Kingdom
$12.6M +$965K +15,466 +8%
USAA
120
United Services Automobile Association
Texas
$12.6M +$2.31M +37,000 +22%
Caisse de Depot et Placement du Quebec (CDPQ)
121
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.4M -$2.01M -32,200 -14%
Thrivent Financial for Lutherans
122
Thrivent Financial for Lutherans
Minnesota
$12M -$268K -4,300 -2%
SG Americas Securities
123
SG Americas Securities
New York
$11.6M +$2.69M +43,051 +30%
DCM
124
Donaldson Capital Management
Indiana
$11.6M +$34.6K +554 +0.3%
PI
125
Putnam Investments
Massachusetts
$11.6M -$530K -8,491 -4%
3 4
5
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