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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 %
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$5.12M -$2.03K -34 -0%
BFG
177
Beacon Financial Group
Texas
$5.1M +$1.17M +19,759 +30%
FAF
178
Fjarde Ap-fonden
Sweden
$4.89M +$177K +2,962 +4%
CM
179
Churchill Management
California
$4.78M +$4.78M +80,272 New
GIBU
180
Gulf International Bank (UK)
United Kingdom
$4.72M – – –
HIMCH
181
Hartford Investment Management Co (HIMCO)
Connecticut
$4.71M -$35.6K -598 -0.8%
CIBC Asset Management
182
CIBC Asset Management
Ontario, Canada
$4.63M +$393K +6,591 +9%
EIM
183
ExxonMobil Investment Management
Texas
$4.53M +$47.5K +797 +1%
US Bancorp
184
US Bancorp
Minnesota
$4.48M +$102K +1,714 +2%
Mitsubishi UFJ Asset Management
185
Mitsubishi UFJ Asset Management
Japan
$4.47M +$24.4K +409 +0.5%
SCM
186
Sterneck Capital Management
Missouri
$4.41M +$3.58M +60,024 +429%
IRF
187
IBM Retirement Fund
New York
$4.38M -$2.41M -40,518 -36%
FM
188
Forward Management
California
$4.38M +$536K +9,000 +14%
DP
189
Dearborn Partners
Illinois
$4.36M +$1.09M +18,213 +33%
SI
190
Stephens Inc
Arkansas
$4.34M +$387K +6,486 +10%
BFM
191
Boston Financial Management
Massachusetts
$4.32M +$203K +3,407 +5%
Royal London Asset Management
192
Royal London Asset Management
United Kingdom
$4.31M -$128K -1,985 -3%
BHA
193
Beech Hill Advisors
New York
$4.29M +$182K +3,050 +4%
WFM
194
Wilmington Funds Management
Delaware
$4.12M -$334K -5,600 -7%
HCM
195
Highbridge Capital Management
New York
$4.12M +$1.65M +27,608 +67%
BCM
196
BTR Capital Management
California
$4.07M +$53.6K +900 +1%
MAS
197
Madden Advisory Services
Florida
$4.03M -$601K -10,084 -13%
PIP
198
Perennial Investment Partners
Australia
$4.02M -$7.87M -132,121 -66%
LPL Financial
199
LPL Financial
California
$3.99M -$1.82M -30,558 -31%
Korea Investment Corp
200
Korea Investment Corp
South Korea
$3.89M +$2.68M +44,900 +220%
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