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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 %
HSS
151
Harrison Street Securities
Illinois
$7.68M -$106K -1,695 -1%
DLG
152
Daniel L. Goodwin
$7.57M -$6.24M -100,000 -45%
SONJCPFA
153
State of New Jersey Common Pension Fund A
New Jersey
$7.45M -$624K -10,000 -8%
IRF
154
IBM Retirement Fund
New York
$7.41M -$1M -16,093 -12%
SOMRS
155
State of Michigan Retirement System
Michigan
$7.28M +$74.9K +1,200 +1%
CIM
156
Corda Investment Management
Texas
$7.24M -$9.48K -152 -0.1%
First Trust Advisors
157
First Trust Advisors
Illinois
$7.22M -$7.43M -119,070 -51%
IG
158
ING Group
Netherlands
$6.96M -$1.91M -30,568 -22%
EA
159
Euclid Advisors
Connecticut
$6.73M +$1.65M +26,400 +32%
GCA
160
GSI Capital Advisors
California
$6.71M -$5.62M -90,100 -46%
Aviva
161
Aviva
United Kingdom
$6.65M +$1.44M +23,052 +28%
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$6.61M -$1.54M -24,618 -19%
1IC
163
1919 Investment Counsel
Maryland
$6.47M +$162K +2,601 +3%
FFSOTS
164
Fiduciary Financial Services of The Southwest
Texas
$6.4M -$6.11K -98 -0.1%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$6.38M +$792K +12,699 +14%
AAMU
166
Amundi Asset Management US
Massachusetts
$6.34M -$81.1K -1,300 -1%
ASRS
167
Arizona State Retirement System
Arizona
$6.25M -$6.24K -100 -0.1%
WCM
168
Winton Capital Management
United Kingdom
$6.23M +$4.65M +74,527 +294%
TSU
169
TD Securities (USA)
New York
$6.12M +$74.4K +1,192 +1%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.96M -$143K -2,300 -2%
KBC Group
171
KBC Group
Belgium
$5.91M -$628K -10,059 -10%
CA
172
Commerzbank Aktiengesellschaft
Germany
$5.85M -$1.01M -16,249 -15%
ClearBridge Investments
173
ClearBridge Investments
New York
$5.66M -$1.05M -16,910 -16%
GIA
174
Gateway Investment Advisers
Ohio
$5.6M +$217K +3,474 +4%
Royal London Asset Management
175
Royal London Asset Management
United Kingdom
$5.57M – – –
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