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Welltower
WELL

Overview Fund Activity

556 hedge funds and large institutions have $13.8B invested in Welltower in 2013 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 207 increasing their positions, 206 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+41
Holders Change %
+7.96%
% of All Funds
16.15%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.38%
New
87
Increased
207
Reduced
206
Closed
44
Calls
$54.2M
Puts
$29.4M
Net Calls
+$24.8M
Net Calls Change
+$5.92M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$2.12B
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$431M
3
Barclays
Barclays
United Kingdom
$109M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$87.1M
5
SAMC
Shinko Asset Management Company
Japan
$352M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$424M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$216M
3
DPIM
Duff & Phelps Investment Management
Illinois
$35.2M
4
BFA
BlackRock Fund Advisors
California
$418M
5
Bank of America
Bank of America
North Carolina
$58.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
126
Citigroup
New York
$10.3M -$4.79M -89,398 -32%
Susquehanna International Group
127
Susquehanna International Group
Pennsylvania
$10.2M +$4.49M +83,844 +79%
Caisse de Depot et Placement du Quebec (CDPQ)
128
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.88M -$807K -15,070 -8%
Canada Life
129
Canada Life
Manitoba, Canada
$9.73M +$1.41M +26,206 +17%
SG Americas Securities
130
SG Americas Securities
New York
$9.64M -$337K -6,296 -3%
MNA
131
Manning & Napier Advisors
New York
$9.58M -$3.16M -59,010 -25%
SOADOR
132
State of Alaska Department of Revenue
Alaska
$9.2M +$26.8K +500 +0.3%
Retirement Systems of Alabama
133
Retirement Systems of Alabama
Alabama
$9.15M +$10.3K +192 +0.1%
CIM
134
Corda Investment Management
Texas
$8.98M +$2.76M +51,510 +44%
CII
135
CR Intrinsic Investors
Connecticut
$8.84M +$8.84M +165,000 New
TCM
136
Tamarack Capital Management
California
$8.84M +$8.84M +165,000 New
DDPIC
137
Deroy & Devereaux Private Investment Counsel
Michigan
$8.64M +$204K +3,805 +2%
ERSOT
138
Employees Retirement System of Texas
Texas
$8.48M +$911K +17,000 +12%
Thrivent Financial for Lutherans
139
Thrivent Financial for Lutherans
Minnesota
$8.39M -$1.93M -36,100 -19%
PAMU
140
Pictet Asset Management (UK)
United Kingdom
$8.24M +$64.3K +1,200 +0.8%
BCIM
141
British Columbia Investment Management
British Columbia, Canada
$7.79M -$33.8K -631 -0.4%
PI
142
Placemark Investments
Illinois
$7.69M +$95.9K +1,790 +1%
QI
143
Qualcomm Inc
California
$7.52M -$402K -7,500 -5%
SAM
144
Shell Asset Management
Netherlands
$7.44M -$804K -15,008 -10%
DCM
145
Dynamic Capital Management
Jersey
$7.4M +$7.16M +133,698 +2,971%
TCOT
146
Trust Company of Toledo
Ohio
$7.3M +$590K +11,004 +9%
GMIM
147
General Motors Investment Management
New York
$7.26M – – –
TPSF
148
Texas Permanent School Fund
Texas
$7.16M -$482K -8,998 -6%
NFA
149
Nationwide Fund Advisors
Ohio
$7.14M +$29.9K +559 +0.4%
AIG
150
American International Group
New York
$6.89M +$294K +5,487 +4%
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