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Welltower

632 hedge funds and large institutions have $21.7B invested in Welltower in 2015 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 251 increasing their positions, 207 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

2.72% more ownership

Funds ownership: 88.1%90.82% (+2.7%)

5% more capital invested

Capital invested by funds: $20.7B → $21.7B (+$943M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

Holders
632
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$103M
Puts
$32.4M
Net Calls
Net Calls Change

Top Buyers

1 +$437M
2 +$209M
3 +$162M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$127M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$114M

Top Sellers

1 -$548M
2 -$129M
3 -$72.7M
4
Invesco
Invesco
Georgia
-$71.9M
5
JHIU
Janus Henderson Investors US
Colorado
-$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$3.52B
2
$1.37B
3
$943M
4
$795M
5
$781M
6
$669M
7
$575M
8
$556M
9
$497M
10
$419M
11
$385M
12
$362M
13
$345M
14
$340M
15
$324M
16
$312M
17
$306M
18
$305M
19
$268M
20
$260M
21
$257M
22
$254M
23
$234M
24
$231M
25
$221M