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Welltower
WELL

Overview Fund Activity

716 hedge funds and large institutions have $23.9B invested in Welltower in 2017 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 268 increasing their positions, 260 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
716
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
17.88%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.4%
New
66
Increased
268
Reduced
260
Closed
53
Calls
$138M
Puts
$79.7M
Net Calls
+$58.7M
Net Calls Change
+$34.5M

Top Buyers

1
Wells Fargo
Wells Fargo
California
$429M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$990M
3
AIM
abrdn Investment Management
United Kingdom
$171M
4
BlackRock
BlackRock
New York
$2.73B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$62.6M

Top Sellers

1
LIMS
Lasalle Investment Management Securities
Maryland
$509M
2
Morgan Stanley
Morgan Stanley
New York
$379M
3
O
OppenheimerFunds
New York
$6.04M
4
EIP
Epoch Investment Partners
New York
$392M
5
BC
Brookfield Corp
Ontario, Canada
$122M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
201
IFP Advisors
Florida
$6.19M +$114K +1,528 +2%
NMERB
202
New Mexico Educational Retirement Board
New Mexico
$6.18M -$205K -2,800 -3%
GIA
203
Gateway Investment Advisers
Ohio
$6.17M -$44.1K -589 -0.7%
MPM
204
Meritage Portfolio Management
Kansas
$6.09M -$87.6K -1,170 -1%
O
205
OppenheimerFunds
New York
$6.04M -$66M -881,467 -92%
FA
206
FDx Advisors
Illinois
$6.02M -$28K -374 -0.5%
GHCM
207
Glen Harbor Capital Management
California
$6.02M -$12.7K -170 -0.2%
HIMCH
208
Hartford Investment Management Co (HIMCO)
Connecticut
$5.98M -$204K -2,730 -3%
Balyasny Asset Management
209
Balyasny Asset Management
Illinois
$5.94M -$383K -5,113 -6%
JG
210
Jefferies Group
New York
$5.85M +$5.85M +78,205 New
US Bancorp
211
US Bancorp
Minnesota
$5.74M -$38.9K -520 -0.7%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$5.54M -$110K -1,475 -2%
AAF
213
Andra AP-fonden
Sweden
$5.5M -$4.73M -63,200 -46%
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$5.41M +$15K +201 +0.3%
MOACM
215
Mutual of America Capital Management
New York
$5.4M +$700K +9,355 +15%
EIM
216
ExxonMobil Investment Management
Texas
$5.26M -$764K -10,207 -13%
IG
217
ING Group
Netherlands
$5.14M +$2.86M +38,254 +126%
Fifth Third Bancorp
218
Fifth Third Bancorp
Ohio
$5.13M +$81.4K +1,088 +2%
SWP
219
Stratos Wealth Partners
Ohio
$5M +$192K +2,571 +4%
MCIM
220
Meadow Creek Investment Management
Georgia
$4.96M -$10.5K -140 -0.2%
VHAM
221
Van Hulzen Asset Management
California
$4.92M +$1.49M +19,945 +44%
CIA
222
Capital Investment Advisors
Georgia
$4.82M +$405K +5,409 +9%
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.77M -$202K -2,700 -4%
AMG
224
Advisors Management Group
Wisconsin
$4.76M +$77K +1,029 +2%
NFA
225
Nuveen Fund Advisors
Illinois
$4.76M -$655K -8,757 -12%
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