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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 Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
101
KeyBank National Association
Ohio
$27.2M -$230K -3,429 -0.8%
American Century Companies
102
American Century Companies
Missouri
$27M -$98.3M -1,468,581 -78%
TIAAOA
103
Teachers Insurance & Annuity Association of America
New York
$25.5M +$316K +4,728 +1%
D.E. Shaw & Co
104
D.E. Shaw & Co
New York
$24.5M +$23.3M +348,770 +1,947%
Manulife (Manufacturers Life Insurance)
105
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.4M +$455K +6,799 +2%
VRS
106
Virginia Retirement Systems
Virginia
$22.9M -$9.65M -144,200 -30%
CCMH
107
Cornerstone Capital Management Holdings
New York
$22.7M -$1.79M -26,783 -7%
State of New Jersey Common Pension Fund D
108
State of New Jersey Common Pension Fund D
New Jersey
$22.6M -$1M -15,000 -4%
DCM
109
Donaldson Capital Management
Indiana
$22.4M +$876K +13,090 +4%
NFA
110
Nationwide Fund Advisors
Ohio
$22.4M -$1.7M -25,380 -7%
Chevy Chase Trust
111
Chevy Chase Trust
Maryland
$22M +$208K +3,104 +1%
KBC Group
112
KBC Group
Belgium
$21.9M +$7.87M +117,623 +56%
JCM
113
Janney Capital Management
Pennsylvania
$21.9M -$788K -11,776 -3%
Aviva
114
Aviva
United Kingdom
$21.4M +$2.22M +33,170 +12%
ST
115
Sabal Trust
Florida
$21.3M +$183K +2,735 +0.9%
State of Wisconsin Investment Board
116
State of Wisconsin Investment Board
Wisconsin
$20.9M -$2.32M -34,635 -10%
Axa
117
Axa
France
$20.8M +$18.6M +277,957 +829%
LSV Asset Management
118
LSV Asset Management
Illinois
$20.5M -$3.43M -51,300 -14%
Nomura Asset Management
119
Nomura Asset Management
Japan
$19.4M -$226K -3,376 -1%
BTS
120
BB&T Securities
Virginia
$19.2M +$155K +2,100 +0.8%
ACI
121
AMP Capital Investors
Australia
$19.2M +$471K +7,163 +3%
National Pension Service
122
National Pension Service
South Korea
$19M +$1.96M +29,233 +11%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$18.5M -$572K -9,113 -3%
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$18.1M +$18.1M +270,222 New
Citigroup
125
Citigroup
New York
$17M +$12.3M +184,511 +264%
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