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Welltower
WELL

Overview Fund Activity

636 hedge funds and large institutions have $24.9B invested in Welltower in 2015 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 294 increasing their positions, 198 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
636
Holders Change
+4
Holders Change %
+0.63%
% of All Funds
16.96%
Holding in Top 10
26
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-13.33%
% of All Funds
0.69%
New
68
Increased
294
Reduced
198
Closed
54
Calls
$70.2M
Puts
$34.2M
Net Calls
+$36M
Net Calls Change
-$38.3M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$428M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
+$125M
3
Principal Financial Group
Principal Financial Group
Iowa
+$103M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$96.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$90.3M

Top Sellers

1
SAMC
Shinko Asset Management Company
Japan
-$37.2M
2
ACA
Anchor Capital Advisors
Massachusetts
-$24.3M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23.7M
4
HI
Honeywell International
North Carolina
-$20.3M
5
APG Asset Management
APG Asset Management
Netherlands
-$16.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
176
SG Americas Securities
New York
$7.86M -$8.98M -116,111 -53%
DP
177
Dearborn Partners
Illinois
$7.72M +$446K +5,760 +6%
SI
178
Stephens Inc
Arkansas
$7.71M +$146K +1,884 +2%
FFSOTS
179
Fiduciary Financial Services of The Southwest
Texas
$7.66M -$98.9K -1,279 -1%
GIA
180
Gateway Investment Advisers
Ohio
$7.65M +$8.28K +107 +0.1%
Canada Pension Plan Investment Board
181
Canada Pension Plan Investment Board
Ontario, Canada
$7.62M +$3.01M +38,932 +65%
BIM
182
Bridgecreek Investment Management
Oklahoma
$7.47M -$624K -8,061 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
183
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.3M +$735K +9,500 +11%
BFG
184
Beacon Financial Group
Texas
$7.29M +$77.8K +988 +1%
HI
185
Honeywell International
North Carolina
$7.2M -$20.3M -262,402 -74%
MNA
186
Manning & Napier Advisors
New York
$6.93M -$516K -6,666 -7%
SCM
187
Sterling Capital Management
North Carolina
$6.67M +$832K +10,750 +14%
Mitsubishi UFJ Asset Management
188
Mitsubishi UFJ Asset Management
Japan
$6.62M +$534K +6,903 +9%
Los Angeles Capital Management
189
Los Angeles Capital Management
California
$6.57M +$3.44M +44,443 +110%
HIMCH
190
Hartford Investment Management Co (HIMCO)
Connecticut
$6.57M +$157K +2,030 +2%
BHA
191
Beech Hill Advisors
New York
$6.52M -$226K -2,925 -3%
EIM
192
ExxonMobil Investment Management
Texas
$6.5M +$525K +6,788 +9%
Zurich Cantonal Bank
193
Zurich Cantonal Bank
Switzerland
$6.5M +$2.69M +34,748 +71%
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$6.46M -$959K -12,402 -13%
M&T Bank
195
M&T Bank
New York
$6.45M +$95.1K +1,230 +1%
1832 Asset Management
196
1832 Asset Management
Ontario, Canada
$6.31M – – –
FAF
197
Fjarde Ap-fonden
Sweden
$6.18M +$257K +3,320 +4%
Public Employees Retirement Association of Colorado
198
Public Employees Retirement Association of Colorado
Colorado
$6.17M +$20.3K +262 +0.3%
IRF
199
IBM Retirement Fund
New York
$5.87M +$17.9K +232 +0.3%
ESCM
200
Echo Street Capital Management
New York
$5.87M +$5.87M +75,828 New
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