644 hedge funds and large institutions have $20B invested in Ventas in 2021 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 237 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+15
Holders Change %
+2.38%
% of All Funds
11.24%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
82
Increased
237
Reduced
205
Closed
61
Calls
$268M
Puts
$85.5M
Net Calls
+$183M
Net Calls Change
+$52.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RWMH
376
Riverpoint Wealth Management Holdings
Illinois
$436K -$145K -2,544 -25%
BRWM
377
B. Riley Wealth Management
Tennessee
$431K -$20K -350 -4%
VIM
378
Vista Investment Management
Pennsylvania
$431K -$5.71K -100 -1%
PP
379
Paloma Partners
Connecticut
$428K -$25.2K -441 -6%
SW
380
SVB Wealth
Massachusetts
$427K +$153K +2,674 +56%
NA
381
NewEdge Advisors
Louisiana
$424K +$111K +1,943 +35%
Koshinski Asset Management
382
Koshinski Asset Management
Illinois
$418K +$418K +7,314 New
GWM
383
Geneos Wealth Management
Colorado
$416K -$53.3K -932 -11%
LNC
384
Lincoln National Corp
Pennsylvania
$412K +$14K +245 +4%
PRC
385
Pearl River Capital
Michigan
$404K +$404K +7,076 New
ACA
386
Atlas Capital Advisors
Wyoming
$401K +$285 +5 +0.1%
CWC
387
Carolinas Wealth Consulting
North Carolina
$399K +$47.9K +833 +14%
MA
388
Mutual Advisors
Nebraska
$392K -$131K -2,288 -25%
WB
389
WesBanco Bank
West Virginia
$390K +$57.1K +1,000 +17%
VCA
390
Verdence Capital Advisors
Maryland
$382K +$382K +6,691 New
RJT
391
Raymond James Trust
Florida
$381K +$47.9K +839 +14%
DSC
392
Duncker Streett & Co
Missouri
$379K -$14.7K -257 -4%
PPW
393
Parcion Private Wealth
Washington
$376K
BCV
394
Banque Cantonale Vaudoise
Switzerland
$374K
TAM
395
Tocqueville Asset Management
New York
$371K +$137K +2,406 +59%
CG
396
Colony Group
Massachusetts
$369K +$15.2K +266 +4%
FSA
397
Fort Sheridan Advisors
Illinois
$365K +$57K +1,000 +19%
Rockefeller Capital Management
398
Rockefeller Capital Management
New York
$364K +$53.5K +937 +17%
BRWA
399
B. Riley Wealth Advisors
Florida
$356K +$356K +6,224 New
BAS
400
Brown Advisory Securities
Maryland
$355K