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Welltower
WELL

Overview Fund Activity

515 hedge funds and large institutions have $16B invested in Welltower in 2013 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 215 increasing their positions, 188 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
515
Holders Change
+2
Holders Change %
+0.39%
% of All Funds
16.7%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.55%
New
43
Increased
215
Reduced
188
Closed
40
Calls
$60.2M
Puts
$41.3M
Net Calls
+$18.9M
Net Calls Change
+$16.3M

Top Buyers

1
EIP
Epoch Investment Partners
New York
$185M
2
JHIU
Janus Henderson Investors US
Colorado
$88.9M
3
Invesco
Invesco
Georgia
$888M
4
Cohen & Steers
Cohen & Steers
New York
$903M
5
SAMC
Shinko Asset Management Company
Japan
$366M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$891K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
3
Deutsche Bank
Deutsche Bank
Germany
$247M
4
VAM
Visium Asset Management
New York
$0
5
AAMU
APG Asset Management US
New York
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHA
201
Beech Hill Advisors
New York
$3.89M -$266K -4,270 -6%
LNB
202
Ledyard National Bank
$3.87M +$933K +14,954 +32%
GF
203
Goodman Financial
Texas
$3.75M +$38.4K +615 +1%
DCM
204
Driehaus Capital Management
Illinois
$3.72M +$3.72M +59,609 New
BREA
205
Barings Real Estate Advisers
Connecticut
$3.68M -$611K -9,795 -14%
COPPSERS
206
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.65M +$40.2K +644 +1%
OI
207
Oakbrook Investments
Illinois
$3.63M -$268K -4,300 -7%
LTI
208
Laffer Tengler Investments
Tennessee
$3.56M – – –
PR
209
Payden & Rygel
California
$3.52M -$854K -13,700 -20%
BOH
210
Bank of Hawaii
Hawaii
$3.5M +$94.4K +1,514 +3%
GCM
211
Garland Capital Management
Washington
$3.47M -$21.8K -350 -0.6%
Nomura Holdings
212
Nomura Holdings
Japan
$3.46M +$2.18M +34,934 +171%
WAM
213
World Asset Management
Michigan
$3.45M -$272K -4,357 -7%
VRS
214
Virginia Retirement Systems
Virginia
$3.43M -$650K -10,427 -16%
BCMO
215
Buckingham Capital Management (Ohio)
Ohio
$3.42M +$96.2K +1,522 +3%
BCM
216
BTR Capital Management
California
$3.37M +$51.9K +832 +2%
MSA
217
Mason Street Advisors
Wisconsin
$3.37M -$361K -5,782 -10%
UCFA
218
United Capital Financial Advisors
Texas
$3.34M +$72.9K +1,168 +2%
PP
219
PDT Partners
New York
$3.25M +$3.25M +52,128 New
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$3.21M +$130K +2,082 +4%
FM
221
Forward Management
California
$3.18M – – –
URS
222
Utah Retirement Systems
Utah
$3.17M -$25K -400 -0.8%
RJFSA
223
Raymond James Financial Services Advisors
Florida
$3.05M -$3.62M -57,979 -54%
WIM
224
Waverton Investment Management
United Kingdom
$2.94M +$2.94M +47,170 New
IWC
225
Integrated Wealth Counsel
California
$2.88M -$404K -6,480 -12%
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