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Welltower

695 hedge funds and large institutions have $21B invested in Welltower in 2016 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 269 increasing their positions, 229 reducing their positions, and 72 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:

1.09% less ownership

Funds ownership: 87.76%86.67% (-1.1%)

10% less capital invested

Capital invested by funds: $23.3B → $21B (-$2.32B)

42% less funds holding in top 10

Funds holding in top 10: 2414 (-10)

Holders
695
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$146M
Puts
$104M
Net Calls
Net Calls Change

Top Buyers

1 +$213M
2 +$175M
3 +$145M
4
Morgan Stanley
Morgan Stanley
New York
+$79.6M
5
Asset Management One
Asset Management One
Japan
+$37.9M

Top Sellers

1 -$188M
2 -$98.3M
3 -$83M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$72.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$71.9M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$3.41B
2
$1.41B
3
$954M
4
$812M
5
$722M
6
$687M
7
$551M
8
$508M
9
$446M
10
$435M
11
$427M
12
$375M
13
$370M
14
$357M
15
$326M
16
$324M
17
$319M
18
$302M
19
$257M
20
$253M
21
$244M
22
$229M
23
$199M
24
$194M
25
$193M