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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.79B
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$658M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$350M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$564M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.94B

Top Sellers

1
SAMC
1
Shinko Asset Management Company
Japan
$628M
2
ACA
2
Anchor Capital Advisors
Massachusetts
$66.9M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$27.5M
4
HI
4
Honeywell International
North Carolina
$7.2M
5
APG Asset Management
5
APG Asset Management
Netherlands
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
101
EII Capital Management
New York
$31.6M -$7.55M -97,540 -19%
FMI
102
Factory Mutual Insurance
Massachusetts
$29.5M +$5.91M +76,400 +25%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$29.5M +$1.36M +17,620 +5%
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$27.5M -$23.7M -340,255 -46%
WBC
105
Westpac Banking Corp
Australia
$27.2M +$3.75M +42,567 +16%
MIS
106
Morningstar Investment Services
Illinois
$26.8M +$2.27M +29,293 +9%
JCM
107
Janney Capital Management
Pennsylvania
$26.1M +$525K +6,786 +2%
ACI
108
AMP Capital Investors
Australia
$25.6M -$4.64M -58,900 -15%
KeyBank National Association
109
KeyBank National Association
Ohio
$25.6M -$2.25M -29,051 -8%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$25.4M +$1.05M +13,550 +4%
Lord, Abbett & Co
111
Lord, Abbett & Co
New Jersey
$25.1M -$743K -9,600 -3%
AAM
112
Aberdeen Asset Management
United Kingdom
$24.1M +$1.41M +18,168 +6%
DCM
113
Donaldson Capital Management
Indiana
$22.3M +$2.33M +30,074 +12%
ST
114
Sabal Trust
Florida
$21.9M -$966K -12,485 -4%
CCMH
115
Cornerstone Capital Management Holdings
New York
$21.6M +$944K +12,197 +5%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$21.6M +$6.59M +85,127 +44%
VOYA Investment Management
117
VOYA Investment Management
Georgia
$21.3M +$1.34M +17,364 +7%
Ameriprise
118
Ameriprise
Minnesota
$20.9M +$8.27M +106,872 +66%
ERSOT
119
Employees Retirement System of Texas
Texas
$20.3M +$1.7M +22,000 +9%
SCM
120
Sandler Capital Management
New York
$19.7M -$4.39M -56,800 -18%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$19.5M +$16.9M +219,012 +665%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$19M +$955K +12,340 +5%
Axa
123
Axa
France
$17.6M +$9.37M +121,120 +114%
AL
124
AJO LP
Pennsylvania
$17.6M -$302K -3,910 -2%
ProShare Advisors
125
ProShare Advisors
Maryland
$17.1M -$125K -1,622 -0.7%
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5
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