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Welltower

582 hedge funds and large institutions have $17B invested in Welltower in 2014 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 258 increasing their positions, 164 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 20

114% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $22.9M

57% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 164

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

11% more capital invested

Capital invested by funds: $15.3B → $17B (+$1.66B)

9% more funds holding

Funds holding: 535582 (+47)

0.82% more ownership

Funds ownership: 87.92%88.74% (+0.82%)

Holders
582
Holders Change
+47
Holders Change %
+8.79%
% of All Funds
16.73%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.49%
New
71
Increased
258
Reduced
164
Closed
20
Calls
$49.1M
Puts
$22.9M
Net Calls
+$26.1M
Net Calls Change
-$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Retirement Systems of Alabama
126
Retirement Systems of Alabama
Alabama
$11.7M +$731K +11,613 +7%
BA
127
Bridgewater Associates
Connecticut
$11.6M +$740K +11,754 +7%
ERSOT
128
Employees Retirement System of Texas
Texas
$11.6M +$1.9M +30,270 +19%
PI
129
Placemark Investments
Illinois
$11.4M +$1.28M +20,299 +13%
IG
130
ING Group
Netherlands
$11.4M +$1.71M +27,239 +18%
SOADOR
131
State of Alaska Department of Revenue
Alaska
$11.1M +$1.49M +23,740 +15%
SG Americas Securities
132
SG Americas Securities
New York
$10.8M +$69.8K +1,110 +0.6%
MNA
133
Manning & Napier Advisors
New York
$10.7M -$475K -7,541 -4%
PP
134
PDT Partners
New York
$10.7M +$10.7M +170,326 New
Caisse de Depot et Placement du Quebec (CDPQ)
135
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.5M +$37.8K +600 +0.4%
DDPIC
136
Deroy & Devereaux Private Investment Counsel
Michigan
$10.3M +$95.3K +1,515 +0.9%
PAMU
137
Pictet Asset Management (UK)
United Kingdom
$10.2M +$497K +7,900 +5%
Thrivent Financial for Lutherans
138
Thrivent Financial for Lutherans
Minnesota
$10.2M +$711K +11,300 +7%
Canada Life
139
Canada Life
Manitoba, Canada
$10.1M -$1.63M -25,866 -14%
LCP
140
LGT Capital Partners
Switzerland
$9.97M +$10M +159,055 New
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$9.73M +$409K +6,494 +4%
Ameriprise
142
Ameriprise
Minnesota
$9.28M +$629K +9,993 +7%
AIG
143
American International Group
New York
$9.23M +$964K +15,320 +12%
TCOT
144
Trust Company of Toledo
Ohio
$8.63M +$125K +1,982 +1%
NFA
145
Nationwide Fund Advisors
Ohio
$8.34M -$116K -1,843 -1%
Nomura Asset Management
146
Nomura Asset Management
Japan
$8.17M +$417K +6,630 +5%
First Trust Advisors
147
First Trust Advisors
Illinois
$8M +$1.58M +25,165 +25%
TPSF
148
Texas Permanent School Fund
Texas
$7.98M +$6.04K +96 +0.1%
Aviva
149
Aviva
United Kingdom
$7.93M +$534K +8,480 +7%
SOMRS
150
State of Michigan Retirement System
Michigan
$7.84M +$428K +6,800 +6%