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Ventas
VTR

Overview Fund Activity

629 hedge funds and large institutions have $18.5B invested in Ventas in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 235 increasing their positions, 205 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
11.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
77
Increased
235
Reduced
205
Closed
63
Calls
$215M
Puts
$84.6M
Net Calls
+$130M
Net Calls Change
+$106M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$68.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.16B
3
CCM
3
Camber Capital Management
Massachusetts
$48M
4
Invesco
4
Invesco
Georgia
$364M
5
ACM
5
AEW Capital Management
Massachusetts
$116M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.71B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.02B
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$389M
4
PP
4
Prudential plc
United Kingdom
$10.5M
5
Morgan Stanley
5
Morgan Stanley
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
401
IndexIQ Advisors
New York
$319K +$41.2K +773 +15%
CA
402
Capitolis Advisors
New York
$313K -$22.3M -418,554 -99%
RJT
403
Raymond James Trust
Florida
$311K -$16.8K -315 -5%
CIAS
404
Capital Investment Advisory Services
North Carolina
$311K +$5.33K +100 +2%
WB
405
WesBanco Bank
West Virginia
$311K +$311K +5,829 New
GWAG
406
Garrett Wealth Advisory Group
Texas
$308K +$2.67K +50 +0.9%
Federated Hermes
407
Federated Hermes
Pennsylvania
$308K +$126K +2,353 +69%
LS
408
Livforsakringsbolaget Skandia
Sweden
$307K – – –
FM
409
Forward Management
California
$304K -$1.07K -20 -0.3%
CA
410
Cetera Advisors
Colorado
$303K +$47.4K +889 +19%
Parallax Volatility Advisers
411
Parallax Volatility Advisers
California
$300K +$23.9K +448 +9%
AIP
412
Ameritas Investment Partners
Nebraska
$299K -$16.8K -315 -5%
PAMP
413
Polar Asset Management Partners
Ontario, Canada
$294K -$144K -2,699 -33%
CIBC Private Wealth Group
414
CIBC Private Wealth Group
Georgia
$292K -$497K -9,293 -63%
NA
415
NewEdge Advisors
Louisiana
$292K +$46.9K +880 +19%
Rockefeller Capital Management
416
Rockefeller Capital Management
New York
$290K +$18.6K +348 +7%
SG
417
Stonnington Group
California
$290K +$290K +5,550 New
WA
418
Wambolt & Associates
Colorado
$288K -$178K -3,266 -38%
FSA
419
Fort Sheridan Advisors
Illinois
$288K – – –
DT
420
Diversified Trust
Tennessee
$283K +$283K +5,305 New
BCA
421
Bay Colony Advisors
Massachusetts
$279K -$1.87K -35 -0.7%
HWA
422
Hilltop Wealth Advisors
North Carolina
$279K – – –
TSS
423
Two Sigma Securities
New York
$279K +$1.39K +26 +0.5%
SI
424
Stephens Inc
Arkansas
$276K +$54.5K +1,021 +25%
WOC
425
West Oak Capital
California
$273K -$7.99K -150 -3%
15 16
17
18 19