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Welltower
WELL

Overview Fund Activity

535 hedge funds and large institutions have $15.3B invested in Welltower in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 229 increasing their positions, 198 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
-21
Holders Change %
-3.78%
% of All Funds
15.46%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.4%
New
42
Increased
229
Reduced
198
Closed
58
Calls
$59.9M
Puts
$22.6M
Net Calls
+$37.3M
Net Calls Change
+$12.5M

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$189M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.45B
3
Deutsche Bank
3
Deutsche Bank
Germany
$289M
4
SAMC
4
Shinko Asset Management Company
Japan
$439M
5
HRES
5
Heitman Real Estate Securities
Illinois
$82.1M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$310M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$170M
3
JHIU
3
Janus Henderson Investors US
Colorado
$5.4M
4
SB
4
Suntrust Banks
Georgia
$75.2M
5
Goldman Sachs
5
Goldman Sachs
New York
$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
126
Bridgewater Associates
Connecticut
$10.4M -$9.06M -152,071 -47%
SG Americas Securities
127
SG Americas Securities
New York
$10.2M -$494K -8,283 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
128
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.92M -$1.07M -18,030 -10%
DDPIC
129
Deroy & Devereaux Private Investment Counsel
Michigan
$9.73M +$117K +1,959 +1%
PI
130
Placemark Investments
Illinois
$9.64M +$1.08M +18,087 +13%
D.E. Shaw & Co
131
D.E. Shaw & Co
New York
$9.3M -$14.2M -238,523 -60%
ERSOT
132
Employees Retirement System of Texas
Texas
$9.25M -$179K -3,000 -2%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$9.22M +$59.6K +1,000 +0.7%
IG
134
ING Group
Netherlands
$9.19M -$18.7M -312,980 -67%
SOADOR
135
State of Alaska Department of Revenue
Alaska
$9.17M -$1.07M -17,890 -10%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$9M -$334K -5,600 -4%
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$8.87M -$2.44M -40,994 -22%
EA
138
Euclid Advisors
Connecticut
$8.8M +$2.63M +44,070 +43%
SAM
139
Shell Asset Management
Netherlands
$8.5M +$216K +3,627 +3%
QI
140
Qualcomm Inc
California
$8.37M – – –
Ameriprise
141
Ameriprise
Minnesota
$8.23M +$1.12M +18,775 +16%
NMERB
142
New Mexico Educational Retirement Board
New Mexico
$8.2M +$8.2M +137,556 New
TCOT
143
Trust Company of Toledo
Ohio
$8.09M -$26K -437 -0.3%
NFA
144
Nationwide Fund Advisors
Ohio
$8.04M +$96.1K +1,613 +1%
BCIM
145
British Columbia Investment Management
British Columbia, Canada
$8.03M -$639K -10,729 -7%
AIG
146
American International Group
New York
$7.86M +$191K +3,213 +2%
TPSF
147
Texas Permanent School Fund
Texas
$7.58M -$382K -6,414 -5%
Nomura Asset Management
148
Nomura Asset Management
Japan
$7.38M +$114K +1,910 +2%
UCFA
149
United Capital Financial Advisors
Texas
$7.28M +$2.07M +34,789 +40%
DLG
150
Daniel L. Goodwin
$7.23M – – –
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6
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