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Welltower
WELL

Overview Fund Activity

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.

Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.74%
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

Top Buyers

1
PI
1
PGGM Investments
Netherlands
$322M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.72B
3
Norges Bank
3
Norges Bank
Norway
$257M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$183M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$363M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$116M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$24M
3
SB
3
Suntrust Banks
Georgia
$6.03M
4
ACI
4
AMP Capital Investors
Australia
$81.7M
5
Cohen & Steers
5
Cohen & Steers
New York
$460M
Name Market Value Shares Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$20.2M 322,557 +28,250 +10%
BJ
102
BlackRock Japan
Japan
$19.6M 313,265 -30,837 -9%
CCMH
103
Cornerstone Capital Management Holdings
New York
$19.6M 312,025 +38,180 +14%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.5M 311,672 +23,761 +8%
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$19.4M 309,412 +7,047 +2%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$18.7M 297,759 +12,505 +4%
PPA
107
Parametric Portfolio Associates
Washington
$18.5M 295,390 +40,902 +16%
JCM
108
Janney Capital Management
Pennsylvania
$18.5M 294,891 +19,241 +7%
ST
109
Sabal Trust
Florida
$18.3M 292,019 -4,039 -1%
Macquarie Group
110
Macquarie Group
Australia
$17.8M 283,246 +4,209 +2%
CC
111
Cannell & Co
New York
$16.1M 257,225 -100,200 -28%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$15.9M 253,026 +36,154 +17%
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$14.9M 237,732 +9,943 +4%
MIS
114
Morningstar Investment Services
Illinois
$14.7M 234,287 -11,070 -5%
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$14.6M 233,434 +77,328 +50%
DCM
116
Donaldson Capital Management
Indiana
$14.6M 233,279 +15,294 +7%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$14.5M 232,105 +21,197 +10%
AAM
118
Advisors Asset Management
Colorado
$13.9M 222,024 -28,495 -11%
ProShare Advisors
119
ProShare Advisors
Maryland
$13.7M 218,933 +17,362 +9%
MWR
120
McAdams Wright Ragen
Washington
$13.6M 217,201 +16,784 +8%
BCIM
121
British Columbia Investment Management
British Columbia, Canada
$12.8M 205,003 +70,248 +52%
AL
122
AJO LP
Pennsylvania
$12.8M 203,700 +203,700 New
CIM
123
Corda Investment Management
Texas
$12.6M 201,558 +5,794 +3%
GMIM
124
General Motors Investment Management
New York
$12.3M 195,543 – –
GCA
125
GSI Capital Advisors
California
$12.2M 194,100 -700 -0.4%
3 4
5
6 7