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Welltower

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

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

1.29% less ownership

Funds ownership: 90.78%89.5% (-1.3%)

6% less capital invested

Capital invested by funds: $17.1B → $16B (-$1.1B)

29% less funds holding in top 10

Funds holding in top 10: 2417 (-7)

Holders
515
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$60.2M
Puts
$41.3M
Net Calls
Net Calls Change

Top Buyers

1 +$109M
2 +$70.7M
3 +$64.8M
4
Cohen & Steers
Cohen & Steers
New York
+$63.4M
5
SAMC
Shinko Asset Management Company
Japan
+$49.8M

Top Sellers

1 -$85.8M
2 -$78.7M
3 -$52M
4
VAM
Visium Asset Management
New York
-$49.8M
5
AAMU
APG Asset Management US
New York
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$2.4B
2
$903M
3
$888M
4
$767M
5
$664M
6
$525M
7
$441M
8
$422M
9
$366M
10
$323M
11
$317M
12
$291M
13
$254M
14
$247M
15
$219M
16
$195M
17
$185M
18
$183M
19
$167M
20
$157M
21
$154M
22
$153M
23
$150M
24
$149M
25
$146M