Welltower
WELL
817 hedge funds and large institutions have $33.1B invested in Welltower in 2019 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 307 increasing their positions, 314 reducing their positions, and 60 closing their positions.
27% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 60
11% more capital invested
Capital invested by funds: $29.9B → $33.1B (+$3.23B)
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
1% more funds holding
Funds holding: 807 → 817 (+10)
0.41% less ownership
Funds ownership: 90.52% → 90.11% (-0.41%)
2% less repeat investments, than reductions
Existing positions increased: 307 | Existing positions reduced: 314
19% less call options, than puts
Call options by funds: $74.5M | Put options by funds: $91.8M
Top Buyers
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$177M |
| 2 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$146M |
| 3 |
Morgan Stanley
New York
|
+$131M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$124M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$96.9M |
Top Sellers
WELL Hedge Fund Activity: Q3 2019 in Review
817 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2019, worth a combined $33.1B — up 11% from $29.9B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new WELL positions and 60 closed out — a net gain of 16 holders — while 307 added to existing stakes and 314 trimmed.
The largest buyer was American Century Companies, adding an estimated $177M. The largest seller was Cohen & Steers, cutting an estimated $176M.
- 817 institutional investors held Welltower (WELL) as of Q3 2019, up from 807 in Q2 2019.
- Funds reported $33.1B of Welltower stock for Q3 2019, up 11% quarter-over-quarter.
- 76 funds opened new Welltower positions in Q3 2019 and 60 closed out, a net change of +16 holders.
- The largest Welltower buyer in Q3 2019 was American Century Companies, an estimated $177M added.
- The largest Welltower seller in Q3 2019 was Cohen & Steers, an estimated $176M sold.
Based on aggregated 13F filings for Q3 2019.