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Ventas
VTR

Overview Fund Activity

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

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$113M
2
Citadel Advisors
2
Citadel Advisors
Florida
$173M
3
Goldman Sachs
3
Goldman Sachs
New York
$208M
4
WHG
4
Westwood Holdings Group
Texas
$46M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$43.3M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$70M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.05B
3
RC
3
Resolution Capital
Australia
$48.2M
4
BlackRock
4
BlackRock
New York
$1.86B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
376
Davenport & Co
Virginia
$355K -$118K -2,729 -25%
RBFC
377
Roman Butler Fullerton & Co
Missouri
$352K -$1.62K -35 -0.5%
GWMIA
378
Global Wealth Management Investment Advisory
Florida
$349K -$2.26M -52,206 -87%
IWC
379
Integrated Wealth Concepts
Massachusetts
$349K +$45.6K +1,053 +15%
GT
380
Glenmede Trust
Pennsylvania
$347K +$10.1K +234 +3%
WT
381
Whittier Trust
California
$346K -$7.45K -172 -2%
SFI
382
Susquehanna Fundamental Investments
Pennsylvania
$341K -$3M -69,306 -90%
BRWA
383
B. Riley Wealth Advisors
Florida
$339K -$14.3K -326 -4%
TMAM
384
Tokio Marine Asset Management
Japan
$337K +$36.5K +842 +12%
O
385
Ossiam
France
$336K +$14.4K +333 +4%
SCM
386
Schnieders Capital Management
California
$334K -$58.5K -1,350 -15%
DTL
387
Dynamic Technology Lab
Singapore
$330K +$330K +7,607 New
V
388
Veritable
Delaware
$328K +$1.82K +42 +0.6%
CCG
389
Cypress Capital Group
Florida
$328K -$2.04K -47 -0.6%
FAIM
390
Financial Advocates Investment Management
Washington
$321K +$1.52K +35 +0.5%
SW
391
SVB Wealth
Massachusetts
$319K -$71.8K -1,657 -18%
DADC
392
D.A. Davidson & Co
Montana
$317K -$301K -6,930 -49%
TC
393
Truvestments Capital
Florida
$315K -$281K -6,476 -47%
JWCA
394
J.W. Cole Advisors
Florida
$313K -$4.9K -113 -2%
SS
395
Simplicity Solutions
Minnesota
$307K +$307K +7,089 New
BFG
396
Bleakley Financial Group
New Jersey
$307K +$54.6K +1,260 +22%
IWM
397
IHT Wealth Management
Illinois
$306K +$9.06K +209 +3%
VIM
398
Vista Investment Management
Pennsylvania
$306K +$1.26K +29 +0.4%
FSA
399
Fort Sheridan Advisors
Illinois
$301K +$86.8K +2,002 +40%
HI
400
Harbour Investments
Wisconsin
$298K -$12.9K -297 -4%
14 15
16
17 18