Ventas
631 hedge funds and large institutions have $18B invested in Ventas in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 230 increasing their positions, 227 reducing their positions, and 57 closing their positions.
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
102% more call options, than puts
Call options by funds: $66.2M | Put options by funds: $32.8M
26% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 57
10% more capital invested
Capital invested by funds: $16.3B → $18B (+$1.7B)
2% more funds holding
Funds holding: 619 → 631 (+12)
1.11% more ownership
Funds ownership: 94.31% → 95.42% (+1.1%)
1% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 227
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$133M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$108M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$102M |
| 4 |
Goldman Sachs
New York
|
+$81.6M |
| 5 |
ZP
Zimmer Partners
New York
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$125M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$51.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$49.6M |
| 4 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
-$48.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$40.9M |
VTR Hedge Fund Activity: Q2 2023 in Review
631 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2023, worth a combined $18B — up 10% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new VTR positions and 57 closed out — a net gain of 15 holders — while 230 added to existing stakes and 227 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was BlackRock, cutting an estimated $125M.
- 631 institutional investors held Ventas (VTR) as of Q2 2023, up from 619 in Q1 2023.
- Funds reported $18B of Ventas stock for Q2 2023, up 10% quarter-over-quarter.
- 72 funds opened new Ventas positions in Q2 2023 and 57 closed out, a net change of +15 holders.
- The largest Ventas buyer in Q2 2023 was JP Morgan Chase, an estimated $133M added.
- The largest Ventas seller in Q2 2023 was BlackRock, an estimated $125M sold.
Based on aggregated 13F filings for Q2 2023.