626 hedge funds and large institutions have $18B invested in Ventas in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 229 increasing their positions, 226 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+11
Holders Change %
+1.79%
% of All Funds
9.87%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
71
Increased
229
Reduced
226
Closed
57
Calls
$66.2M
Puts
$32.8M
Net Calls
+$33.4M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
351
Allworth Financial
California
$530K +$19.7K +416 +4%
CA
352
Commerzbank Aktiengesellschaft
Germany
$522K
CI Investments Inc
353
CI Investments Inc
Ontario, Canada
$508K -$630K -13,326 -55%
Northwestern Mutual Wealth Management
354
Northwestern Mutual Wealth Management
Wisconsin
$497K +$81.9K +1,732 +20%
AWS
355
Atria Wealth Solutions
New York
$491K +$473 +10 +0.1%
PWW
356
Pettyjohn Wood & White
Virginia
$489K -$165K -3,500 -25%
CS
357
Capital Square
Tennessee
$488K +$5.34K +113 +1%
AIMCA
358
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$487K
ECM
359
Everence Capital Management
Indiana
$486K
Assenagon Asset Management
360
Assenagon Asset Management
Luxembourg
$475K -$301K -6,373 -39%
LWAM
361
Legacy Wealth Asset Management
Minnesota
$470K +$18.8K +398 +4%
DU
362
Delphia (USA)
Ontario, Canada
$469K +$222K +4,693 +90%
Baird Financial Group
363
Baird Financial Group
Wisconsin
$452K -$160K -3,386 -26%
BW
364
Bison Wealth
Georgia
$447K +$447K +9,459 New
BWP
365
Balboa Wealth Partners
Arizona
$444K -$40.7K -861 -8%
SPA
366
Sherbrooke Park Advisers
New York
$440K +$440K +9,300 New
MFG
367
Mendota Financial Group
Wisconsin
$438K -$143K -3,024 -25%
TI
368
Tidal Investments
Wisconsin
$431K +$12.8K +272 +3%
MFA
369
Morling Financial Advisors
California
$430K
TMAM
370
Tokio Marine Asset Management
Japan
$421K +$53.6K +1,133 +15%
VI
371
Versor Investments
New York
$412K +$412K +8,724 New
RBFC
372
Roman Butler Fullerton & Co
Missouri
$411K +$45.2K +937 +12%
RSWM
373
Robertson Stephens Wealth Management
California
$408K
GWMIA
374
Global Wealth Management Investment Advisory
Florida
$399K +$18.4K +390 +5%
Cetera Investment Advisers
375
Cetera Investment Advisers
Illinois
$396K -$45.2K -956 -10%