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Ventas
VTR

Overview Fund Activity

654 hedge funds and large institutions have $19.1B invested in Ventas in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 218 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+46
Holders Change %
+7.57%
% of All Funds
9.59%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
110
Increased
218
Reduced
241
Closed
54
Calls
$65.8M
Puts
$45.1M
Net Calls
+$20.7M
Net Calls Change
+$22.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$442M
2
RC
2
Resolution Capital
Australia
$214M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$119M
4
WCP
4
Waterfront Capital Partners
New York
$51M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.15B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$998M
2
Northern Trust
2
Northern Trust
Illinois
$204M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$54.9M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$76.7M
5
GA
5
GRS Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
376
FJ Investments
Utah
$431K +$431K +8,652 New
RSWM
377
Robertson Stephens Wealth Management
California
$429K +$6.54K +130 +2%
FTDI
378
First Trust Direct Indexing
Massachusetts
$419K +$149K +2,992 +55%
KIA
379
KCM Investment Advisors
California
$418K -$5.28K -106 -1%
Impax Asset Management Group
380
Impax Asset Management Group
United Kingdom
$416K -$3.45M -69,299 -89%
BP
381
Ballentine Partners
Massachusetts
$415K +$28.3K +568 +7%
Wolverine Trading
382
Wolverine Trading
Illinois
$409K -$249K -4,997 -38%
EGM
383
Engineers Gate Manager
New York
$405K -$1.18M -23,773 -75%
MFA
384
Morling Financial Advisors
California
$404K – – –
MA
385
Mutual Advisors
Nebraska
$400K -$5.08K -102 -1%
Walleye Trading
386
Walleye Trading
New York
$396K -$3.09M -61,908 -89%
WT
387
Whittier Trust
California
$392K -$2.29K -46 -0.6%
Envestnet Portfolio Solutions
388
Envestnet Portfolio Solutions
Illinois
$388K -$10.6K -213 -3%
HAG
389
HighPoint Advisor Group
Illinois
$385K +$385K +9,020 New
HTIM
390
Harbour Trust & Investment Management
Indiana
$385K +$385K +7,719 New
UB
391
UMB Bank
Missouri
$385K -$21.3K -428 -5%
IWC
392
Integrated Wealth Concepts
Massachusetts
$382K +$20K +401 +6%
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$375K +$42.6K +854 +13%
EI
394
Ellevest Inc
New York
$374K +$374K +7,497 New
Cerity Partners
395
Cerity Partners
New York
$372K +$372K +7,464 New
RBFC
396
Roman Butler Fullerton & Co
Missouri
$366K -$27.3K -576 -7%
BWP
397
Balboa Wealth Partners
Arizona
$364K -$34.9K -700 -9%
TI
398
Tidal Investments
Wisconsin
$361K -$195K -3,921 -35%
PA
399
Profund Advisors
Maryland
$357K +$62.5K +1,255 +21%
GT
400
Glenview Trust
Kentucky
$355K -$7.48K -150 -2%
14 15
16
17 18