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Ventas
VTR

Overview Fund Activity

608 hedge funds and large institutions have $16B invested in Ventas in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 230 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
55
Increased
217
Reduced
230
Closed
66
Calls
$37.2M
Puts
$39.4M
Net Calls
-$2.16M
Net Calls Change
-$35.5M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$136M
2
BlackRock
2
BlackRock
New York
$1.78B
3
RC
3
Resolution Capital
Australia
$77.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$937M
5
RIM
5
Rush Island Management
New York
$56.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1B
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.05M
3
Goldman Sachs
3
Goldman Sachs
New York
$172M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$18.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SYBT
351
Stock Yards Bank & Trust
Kentucky
$469K -$112K -2,650 -19%
GT
352
Greenleaf Trust
Michigan
$462K -$102K -2,424 -18%
Squarepoint
353
Squarepoint
New York
$460K -$186K -4,408 -29%
CS
354
Capital Square
Tennessee
$456K +$10.9K +253 +2%
Northwestern Mutual Wealth Management
355
Northwestern Mutual Wealth Management
Wisconsin
$452K +$9.4K +223 +2%
YIH
356
Y-Intercept (HK)
Hong Kong
$451K +$451K +10,712 New
AIMCA
357
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$434K – – –
TMAM
358
Tokio Marine Asset Management
Japan
$433K +$58K +1,376 +15%
WAM
359
Wolverine Asset Management
Illinois
$427K +$427K +10,127 New
Baird Financial Group
360
Baird Financial Group
Wisconsin
$424K +$20.9K +497 +5%
Assenagon Asset Management
361
Assenagon Asset Management
Luxembourg
$423K – – –
LWAM
362
Legacy Wealth Asset Management
Minnesota
$419K +$84 +2 +0%
AWS
363
Atria Wealth Solutions
New York
$409K -$29.1K -690 -7%
SCM
364
Stevens Capital Management
Pennsylvania
$401K +$401K +9,529 New
MFG
365
Mendota Financial Group
Wisconsin
$390K – – –
GWMIA
366
Global Wealth Management Investment Advisory
Florida
$389K +$33.7K +800 +9%
FSA
367
Fort Sheridan Advisors
Illinois
$389K +$70.4K +1,670 +22%
PFO
368
Pathstone Family Office
New Jersey
$382K +$382K +9,004 New
PWW
369
Pettyjohn Wood & White
Virginia
$379K -$56.7K -1,345 -13%
MM
370
MQS Management
New York
$376K +$376K +8,936 New
BRWA
371
B. Riley Wealth Advisors
Florida
$375K +$36.8K +865 +11%
IIM
372
INTECH Investment Management
Florida
$370K -$490K -11,627 -57%
RBFC
373
Roman Butler Fullerton & Co
Missouri
$361K -$9.6K -221 -3%
RSWM
374
Robertson Stephens Wealth Management
California
$358K -$5.92K -139 -2%
KIA
375
KCM Investment Advisors
California
$358K +$7.75K +184 +2%
13 14
15
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