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Welltower

700 hedge funds and large institutions have $21B invested in Welltower in 2020 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 232 increasing their positions, 308 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

4% less funds holding

Funds holding: 729700 (-29)

25% less repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 308

30% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 74

Holders
700
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
$121M
Puts
$83.2M
Net Calls
Net Calls Change

Top Buyers

1 +$356M
2 +$323M
3 +$121M
4
BlackRock
BlackRock
New York
+$82.5M
5
EC
Eminence Capital
New York
+$80.2M

Top Sellers

1 -$351M
2 -$174M
3 -$172M
4
Morgan Stanley
Morgan Stanley
New York
-$129M
5
State Street
State Street
Massachusetts
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$3.23B
2
$2.34B
3
$1.55B
4
$1.35B
5
$660M
6
$516M
7
$477M
8
$471M
9
$463M
10
$440M
11
$354M
12
$334M
13
$293M
14
$281M
15
$268M
16
$252M
17
$244M
18
$243M
19
$239M
20
$233M
21
$220M
22
$207M
23
$200M
24
$174M
25
$168M