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Welltower

751 hedge funds and large institutions have $17.1B invested in Welltower in 2020 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 276 increasing their positions, 300 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

44% less capital invested

Capital invested by funds: $30.4B → $17.1B (-$13.2B)

54% less funds holding in top 10

Funds holding in top 10: 136 (-7)

56% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 178

Holders
751
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$54.5M
Puts
$63.5M
Net Calls
Net Calls Change

Top Buyers

1 +$506M
2 +$110M
3 +$72.4M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$67.3M
5
UBS Group
UBS Group
Switzerland
+$64.8M

Top Sellers

1 -$188M
2 -$145M
3 -$129M
4
Invesco
Invesco
Georgia
-$117M
5
ZP
Zimmer Partners
New York
-$88.4M
Name Holding Trade Value Shares
Change
Change in
Stake
176
$4.49M
177
$4.37M
178
$4.35M
179
$4.3M
180
$4.3M
181
$4.26M
182
$4.21M
183
$4.14M
184
$4.03M
185
$4.02M
186
$3.97M
187
$3.95M
188
$3.85M
189
$3.85M
190
$3.84M
191
$3.83M
192
$3.67M
193
$3.66M
194
$3.6M
195
$3.59M
196
$3.57M
197
$3.56M
198
$3.5M
199
$3.45M
200
$3.45M