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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.

New
Increased
Maintained
Reduced
Closed
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
Epoch Investment Partners
New York
$185M
2
JHIU
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
Invesco
Georgia
$888M
4
Cohen & Steers
Cohen & Steers
New York
$903M
5
SAMC
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
Deutsche Bank
Germany
$247M
4
VAM
Visium Asset Management
New York
$0
5
AAMU
APG Asset Management US
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
126
Janney Capital Management
Pennsylvania
$11.5M +$2.17M +34,821 +23%
D.E. Shaw & Co
127
D.E. Shaw & Co
New York
$11M +$6.04M +96,797 +122%
AA
128
ALPS Advisors
Colorado
$10.9M +$2.92M +46,731 +37%
SOADOR
129
State of Alaska Department of Revenue
Alaska
$10.7M +$1.32M +21,130 +14%
Retirement Systems of Alabama
130
Retirement Systems of Alabama
Alabama
$10.6M +$335K +5,371 +3%
DDPIC
131
Deroy & Devereaux Private Investment Counsel
Michigan
$9.82M +$2.22M +35,614 +29%
Comerica Bank
132
Comerica Bank
Texas
$9.78M +$140K +2,244 +1%
Canada Life
133
Canada Life
Manitoba, Canada
$9.61M +$9.54M +153,387 +13,269%
SAM
134
Shell Asset Management
Netherlands
$9.6M -$343K -5,499 -3%
MIS
135
Morningstar Investment Services
Illinois
$9.54M +$1.92M +30,621 +25%
PAMU
136
Pictet Asset Management (UK)
United Kingdom
$9.52M +$193K +3,100 +2%
QI
137
Qualcomm Inc
California
$9.23M – – –
RIM
138
Ranger International Management
Illinois
$9.15M -$98.6K -1,580 -1%
BCIM
139
British Columbia Investment Management
British Columbia, Canada
$9.12M -$5.36M -85,880 -37%
Ameriprise
140
Ameriprise
Minnesota
$8.95M -$17.2M -275,645 -66%
TPSF
141
Texas Permanent School Fund
Texas
$8.9M -$205K -3,287 -2%
PI
142
Placemark Investments
Illinois
$8.85M -$5.3M -84,993 -37%
ERSOT
143
Employees Retirement System of Texas
Texas
$8.81M -$1.38M -22,100 -14%
GMIM
144
General Motors Investment Management
New York
$8.46M – – –
NFA
145
Nationwide Fund Advisors
Ohio
$8.28M +$982K +15,748 +13%
1832 Asset Management
146
1832 Asset Management
Ontario, Canada
$8.18M +$6.37M +102,307 +353%
Nomura Asset Management
147
Nomura Asset Management
Japan
$7.89M -$294K -4,720 -4%
TCOT
148
Trust Company of Toledo
Ohio
$7.81M +$636K +10,195 +9%
CTC
149
Central Trust Company
Missouri
$7.73M +$119K +1,901 +2%
AIG
150
American International Group
New York
$7.68M +$79K +1,266 +1%
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