Welltower
WELL
732 hedge funds and large institutions have $19.1B invested in Welltower in 2020 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 233 increasing their positions, 326 reducing their positions, and 98 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 6 → 10 (+4)
39% more call options, than puts
Call options by funds: $136M | Put options by funds: $97.9M
12% more capital invested
Capital invested by funds: $17.1B → $19.1B (+$2.04B)
0.43% less ownership
Funds ownership: 90.97% → 90.55% (-0.43%)
3% less funds holding
Funds holding: 753 → 732 (-21)
15% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 98
29% less repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 326
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$249M |
| 2 |
JP Morgan Chase
New York
|
+$240M |
| 3 |
EIM
Elliott Investment Management
West Palm Beach,
Florida
|
+$175M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$134M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$163M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$141M |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$117M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$87.9M |
| 5 |
BlackRock
New York
|
-$81.1M |
WELL Hedge Fund Activity: Q2 2020 in Review
732 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Welltower (WELL) for Q2 2020, worth a combined $19.1B — up 12% from $17.1B a quarter earlier.
Sellers outnumbered buyers: 98 funds closed out of WELL and 83 opened new positions — a net loss of 15 holders — while 326 trimmed existing stakes and 233 added.
The largest buyer was Principal Financial Group, adding an estimated $249M. The largest seller was American Century Companies, cutting an estimated $163M.
- 732 institutional investors held Welltower (WELL) as of Q2 2020, down from 753 in Q1 2020.
- Funds reported $19.1B of Welltower stock for Q2 2020, up 12% quarter-over-quarter.
- 83 funds opened new Welltower positions in Q2 2020 and 98 closed out, a net change of -15 holders.
- The largest Welltower buyer in Q2 2020 was Principal Financial Group, an estimated $249M added.
- The largest Welltower seller in Q2 2020 was American Century Companies, an estimated $163M sold.
Based on aggregated 13F filings for Q2 2020.