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Welltower

700 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 232 increasing their positions, 308 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less funds holding

Funds holding: 729700 (-29)

25% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 308

30% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 74

Holders
700
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$121M
Puts
$83.2M
Net Calls
Net Calls Change

Top Buyers

1 +$356M
2 +$323M
3 +$121M
4
BlackRock
BlackRock
New York
+$82.5M
5
EC
Eminence Capital
New York
+$80.2M

Top Sellers

1 -$351M
2 -$174M
3 -$172M
4
Morgan Stanley
Morgan Stanley
New York
-$129M
5
State Street
State Street
Massachusetts
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
201
$3.9M
202
$3.8M
203
$3.77M
204
$3.73M
205
$3.71M
206
$3.69M
207
$3.65M
208
$3.59M
209
$3.49M
210
$3.39M
211
$3.33M
212
$3.33M
213
$3.23M
214
$3.21M
215
$3.19M
216
$3.18M
217
$3.13M
218
$3.13M
219
$3.12M
220
$3.09M
221
$3.07M
222
$3.05M
223
$3.04M
224
$3M
225
$2.96M