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Welltower
WELL

Overview Fund Activity

710 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 305 increasing their positions, 232 reducing their positions, and 53 closing their positions.

Holders
710
Holders Change
+15
Holders Change %
+2.16%
% of All Funds
17.7%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.32%
New
79
Increased
305
Reduced
232
Closed
53
Calls
$94M
Puts
$69.7M
Net Calls
+$24.2M
Net Calls Change
-$17.7M

Top Buyers

1
BlackRock
1
BlackRock
New York
$2.52B
2
Invesco
2
Invesco
Georgia
$713M
3
ACI
3
AMP Capital Investors
Australia
$144M
4
Deutsche Bank
4
Deutsche Bank
Germany
$482M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$862M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$65.5M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$88.4M
3
LIMS
3
Lasalle Investment Management Securities
Maryland
$621M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$486M
5
Millennium Management
5
Millennium Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TPSF
176
Texas Permanent School Fund
Texas
$7.5M 105,934 -2,667 -2%
LTFS
177
Ladenburg Thalmann Financial Services
Florida
$7.45M 105,910 +820 +0.8%
CA
178
Commerzbank Aktiengesellschaft
Germany
$7.33M 103,429 -33,027 -24%
HCM
179
Highbridge Capital Management
New York
$7.28M 102,842 +102,842 New
SAM
180
Shell Asset Management
Netherlands
$7.22M 101,931 +1,513 +2%
CTC
181
Central Trust Company
Missouri
$7.12M 100,487 -11,465 -10%
VW
182
Vantage Wealth
California
$7.08M 99,955 +99,955 New
Commonwealth Equity Services
183
Commonwealth Equity Services
Massachusetts
$7.05M 99,508 +11,354 +13%
State of Tennessee, Department of Treasury
184
State of Tennessee, Department of Treasury
Tennessee
$7.02M 99,106 -13,431 -12%
Toronto Dominion Bank
185
Toronto Dominion Bank
Ontario, Canada
$6.93M 97,909 +35,361 +57%
Cambridge Investment Research Advisors
186
Cambridge Investment Research Advisors
Iowa
$6.8M 96,025 +6,856 +8%
Voloridge Investment Management
187
Voloridge Investment Management
Florida
$6.63M 93,544 +93,544 New
LPL Financial
188
LPL Financial
California
$6.57M 92,321 +8,250 +10%
CC
189
Cannell & Co
New York
$6.5M 91,750 +180 +0.2%
HI
190
Honeywell International
North Carolina
$6.34M 89,585 -5,780 -6%
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$6.23M 88,018 +23,128 +36%
FFSOTS
192
Fiduciary Financial Services of The Southwest
Texas
$6.18M 87,266 -337 -0.4%
NMERB
193
New Mexico Educational Retirement Board
New Mexico
$6.17M 87,056 -1,100 -1%
Balyasny Asset Management
194
Balyasny Asset Management
Illinois
$5.98M 84,482 -185,740 -69%
ZIG
195
Zurich Insurance Group
Switzerland
$5.94M 83,915 +8,884 +12%
GIA
196
Gateway Investment Advisers
Ohio
$5.88M 83,000 -2,195 -3%
HIMCH
197
Hartford Investment Management Co (HIMCO)
Connecticut
$5.85M 82,572 -5,972 -7%
MPM
198
Meritage Portfolio Management
Kansas
$5.84M 82,470 +1,105 +1%
Public Sector Pension Investment Board (PSP Investments)
199
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.83M 82,375 +2,200 +3%
URS
200
Utah Retirement Systems
Utah
$5.81M 82,016 +2,100 +3%
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