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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 %
LPL Financial
176
LPL Financial
California
$5.56M +$481K +7,585 +9%
MAS
177
Madden Advisory Services
Florida
$5.5M +$949K +15,217 +21%
Public Employees Retirement Association of Colorado
178
Public Employees Retirement Association of Colorado
Colorado
$5.35M -$6.49K -104 -0.1%
HIMCH
179
Hartford Investment Management Co (HIMCO)
Connecticut
$5.33M -$249K -3,992 -4%
BIM
180
Bridgecreek Investment Management
Oklahoma
$5.28M +$113K +1,815 +2%
MCM
181
Maryland Capital Management
Maryland
$5.23M +$49.4K +792 +1%
FWIA
182
Fort Washington Investment Advisors
Ohio
$5.18M +$5.18M +83,100 New
Mitsubishi UFJ Asset Management
183
Mitsubishi UFJ Asset Management
Japan
$5.15M -$108K -1,726 -2%
FAF
184
Fjarde Ap-fonden
Sweden
$5.09M -$579K -9,281 -10%
MSR
185
Main Street Research
Connecticut
$5.01M +$244K +3,915 +5%
US Bancorp
186
US Bancorp
Minnesota
$4.76M -$452K -7,252 -9%
EIM
187
ExxonMobil Investment Management
Texas
$4.76M -$175K -2,804 -4%
SNC
188
Stifel Nicolaus & Co
Missouri
$4.57M -$309K -4,952 -6%
CIBC Asset Management
189
CIBC Asset Management
Ontario, Canada
$4.57M +$41K +658 +0.9%
Grantham, Mayo, Van Otterloo & Co (GMO)
190
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.47M -$580K -9,300 -11%
MCM
191
Munder Capital Management
Michigan
$4.45M +$18K +288 +0.4%
WFM
192
Wilmington Funds Management
Delaware
$4.44M +$112K +1,800 +3%
OTPPB
193
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.3M -$180K -2,884 -4%
SM
194
Stratton Management
Pennsylvania
$4.24M +$125K +2,000 +3%
CIBC World Market
195
CIBC World Market
Ontario, Canada
$4.2M +$807K +12,939 +24%
GH
196
GAM Holding
Switzerland
$4.19M +$324K +5,200 +8%
BFM
197
Boston Financial Management
Massachusetts
$4.15M -$59.9K -961 -1%
SI
198
Stephens Inc
Arkansas
$4.11M -$424K -6,795 -9%
Korea Investment Corp
199
Korea Investment Corp
South Korea
$3.94M +$2.29M +36,700 +139%
BC
200
Barnett & Company
Tennessee
$3.91M +$210K +3,360 +6%
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