615 hedge funds and large institutions have $16.3B invested in Ventas in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
64
Increased
229
Reduced
214
Closed
54
Calls
$73.5M
Puts
$25.2M
Net Calls
+$48.3M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
301
Mendota Financial Group
Wisconsin
$759K +$51.8K +839 +7%
NW
302
Naviter Wealth
Arkansas
$758K +$91.3K +2,084 +14%
OPS
303
Orion Portfolio Solutions
Nebraska
$751K +$311K +7,165 +70%
BCI
304
Brinker Capital Investments
Pennsylvania
$751K +$449K +10,369 +149%
CIA
305
Capital Investment Advisors
Georgia
$730K -$6.72K -155 -0.9%
US Bancorp
306
US Bancorp
Minnesota
$729K -$42.7K -986 -6%
QCM
307
Quantinno Capital Management
New York
$727K +$104K +2,410 +17%
Assenagon Asset Management
308
Assenagon Asset Management
Luxembourg
$712K -$20.2K -465 -3%
EIA
309
Edgemoor Investment Advisors
Maryland
$704K
VF
310
Virtu Financial
New York
$694K +$694K +16,011 New
LSPW
311
Lake Street Private Wealth
Illinois
$694K -$2.17K -50 -0.3%
MSA
312
Marino Stram & Associates
Massachusetts
$690K +$42K +970 +6%
LNWWM
313
Laird Norton Wetherby Wealth Management
California
$689K +$83.5K +1,927 +14%
NGA
314
Naples Global Advisors
Florida
$684K
Janney Montgomery Scott
315
Janney Montgomery Scott
Pennsylvania
$680K -$197K -4,541 -22%
MML Investors Services
316
MML Investors Services
Massachusetts
$674K -$130K -3,002 -16%
Mercer Global Advisors
317
Mercer Global Advisors
Colorado
$643K -$180K -4,141 -22%
BFA
318
BBJS Financial Advisors
Washington
$620K +$164K +3,786 +36%
KRSITF
319
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$617K -$3.95K -91 -0.6%
TSS
320
Two Sigma Securities
New York
$612K +$612K +14,124 New
PG
321
Patten Group
Tennessee
$605K +$6.5K +150 +1%
UCFA
322
United Capital Financial Advisors
Texas
$603K -$36.1K -832 -6%
PWW
323
Pettyjohn Wood & White
Virginia
$600K -$148K -3,410 -20%
BC
324
Bridgefront Capital
Texas
$598K +$33.9K +783 +6%
William Blair & Company
325
William Blair & Company
Illinois
$589K +$55.4K +1,277 +10%