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Welltower

712 hedge funds and large institutions have $22.6B invested in Welltower in 2017 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 304 increasing their positions, 251 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more call options, than puts

Call options by funds: $91M | Put options by funds: $70.2M

21% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 251

9% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 45

0.2% less ownership

Funds ownership: 87.36%87.16% (-0.2%)

1% less funds holding

Funds holding: 716712 (-4)

6% less capital invested

Capital invested by funds: $23.9B → $22.6B (-$1.34B)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

Holders
712
Holders Change
-4
Holders Change %
-0.56%
% of All Funds
17.75%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
49
Increased
304
Reduced
251
Closed
45
Calls
$91M
Puts
$70.2M
Net Calls
+$20.8M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SOMRS
176
State of Michigan Retirement System
Michigan
$7.87M -$611K -8,400 -7%
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$7.76M +$191K +2,623 +2%
MNA
178
Manning & Napier Advisors
New York
$7.75M -$313K -4,300 -4%
Mitsubishi UFJ Asset Management
179
Mitsubishi UFJ Asset Management
Japan
$7.74M +$125K +1,718 +2%
CA
180
Commerzbank Aktiengesellschaft
Germany
$7.72M +$833K +11,461 +12%
KBC Group
181
KBC Group
Belgium
$7.45M +$1.23M +16,980 +19%
AAMU
182
Amundi Asset Management US
Massachusetts
$7.39M +$65.4K +900 +0.9%
NFA
183
Nationwide Fund Advisors
Ohio
$7.27M -$10.7M -147,521 -59%
TPSF
184
Texas Permanent School Fund
Texas
$7.18M -$47.7K -656 -0.6%
VW
185
Vantage Wealth
California
$7.03M +$122K +1,680 +2%
CTC
186
Central Trust Company
Missouri
$6.92M -$186K -2,551 -3%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$6.9M +$118K +1,620 +2%
IG
188
ING Group
Netherlands
$6.89M +$2.13M +29,333 +43%
CC
189
Cannell & Co
New York
$6.76M +$63.6K +875 +0.9%
OTPPB
190
Ontario Teachers' Pension Plan Board
Ontario, Canada
$6.72M
SAM
191
Shell Asset Management
Netherlands
$6.63M -$428K -5,883 -6%
FAF
192
Fjarde Ap-fonden
Sweden
$6.54M +$425K +5,843 +7%
CA
193
Callahan Advisors
Texas
$6.4M +$467K +6,428 +8%
LPL Financial
194
LPL Financial
California
$6.32M -$42.5K -584 -0.6%
O
195
OppenheimerFunds
New York
$6.27M +$619K +8,515 +11%
ECM
196
EII Capital Management
New York
$6.26M -$2.92M -40,205 -31%
FFSOTS
197
Fiduciary Financial Services of The Southwest
Texas
$6.07M -$132K -1,815 -2%
URS
198
Utah Retirement Systems
Utah
$5.95M +$29.1K +400 +0.5%
NMERB
199
New Mexico Educational Retirement Board
New Mexico
$5.92M
AAF
200
Andra AP-fonden
Sweden
$5.9M +$764K +10,500 +14%

WELL Hedge Fund Activity: Q3 2017 in Review

712 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q3 2017, worth a combined $22.6B — down 5.6% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new WELL positions and 45 closed out — a net gain of 4 holders — while 304 added to existing stakes and 251 trimmed.

The largest buyer was PGGM Investments, adding an estimated $184M. The largest seller was Invesco, cutting an estimated $144M.

  • 712 institutional investors held Welltower (WELL) as of Q3 2017, down from 716 in Q2 2017.
  • Funds reported $22.6B of Welltower stock for Q3 2017, down 5.6% quarter-over-quarter.
  • 49 funds opened new Welltower positions in Q3 2017 and 45 closed out, a net change of +4 holders.
  • The largest Welltower buyer in Q3 2017 was PGGM Investments, an estimated $184M added.
  • The largest Welltower seller in Q3 2017 was Invesco, an estimated $144M sold.

Based on aggregated 13F filings for Q3 2017.