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Welltower

860 hedge funds and large institutions have $30.3B invested in Welltower in 2019 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 325 increasing their positions, 282 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

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:

more ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $33.1B → $30.3B (-$2.73B)

25% less call options, than puts

Call options by funds: $43.5M | Put options by funds: $58.1M

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

Holders
860
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
$43.5M
Puts
$58.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1
$4.32B
2
$3.45B
3
$2.22B
4
$1.91B
5
$801M
6
$743M
7
$669M
8
$654M
9
$619M
10
$602M
11
$560M
12
$539M
13
$512M
14
$495M
15
$453M
16
$432M
17
$421M
18
$410M
19
$403M
20
$397M
21
$361M
22
$344M
23
$324M
24
$322M
25
$313M