626 hedge funds and large institutions have $18B invested in Ventas in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 229 increasing their positions, 226 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+11
Holders Change %
+1.79%
% of All Funds
9.87%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
71
Increased
229
Reduced
226
Closed
57
Calls
$66.2M
Puts
$32.8M
Net Calls
+$33.4M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
401
Truvestments Capital
Florida
$332K -$11.5K -243 -3%
Rockefeller Capital Management
402
Rockefeller Capital Management
New York
$327K +$35.5K +751 +12%
DADC
403
D.A. Davidson & Co
Montana
$327K -$17.4K -369 -5%
BFG
404
Bleakley Financial Group
New Jersey
$326K -$9.17K -194 -3%
SS
405
Simplicity Solutions
Minnesota
$326K -$9.55K -202 -3%
JWCA
406
J.W. Cole Advisors
Florida
$321K -$20.4K -431 -6%
WB
407
WesBanco Bank
West Virginia
$319K
CGL
408
Clarius Group LLC
Washington
$318K +$53.6K +1,133 +20%
O
409
Ossiam
France
$317K -$49.4K -1,044 -13%
Carson Wealth (CWM LLC)
410
Carson Wealth (CWM LLC)
Nebraska
$317K +$34.5K +729 +12%
NW
411
NewEdge Wealth
Pennsylvania
$313K -$6.85K -145 -2%
DTL
412
Dynamic Technology Lab
Singapore
$309K -$50.8K -1,074 -14%
Axa
413
Axa
France
$305K +$305K +6,450 New
PPW
414
Parcion Private Wealth
Washington
$300K -$1.04K -22 -0.3%
HWAM
415
Hennion & Walsh Asset Management
New Jersey
$298K -$8.99K -190 -3%
VIM
416
Vista Investment Management
Pennsylvania
$290K -$42.9K -907 -13%
IWM
417
IHT Wealth Management
Illinois
$289K -$44.3K -937 -13%
SOAMC
418
Spirit of America Management Corp
New York
$286K
PA
419
Profund Advisors
Maryland
$286K -$5.53K -117 -2%
GIM
420
Grassi Investment Management
California
$284K
WP
421
Westmount Partners
California
$283K +$1.75K +37 +0.6%
AIA
422
Angeles Investment Advisors
California
$283K +$30.5K +641 +12%
MFG
423
Merit Financial Group
Georgia
$282K +$282K +5,960 New
PAG
424
Private Advisor Group
New Jersey
$279K -$13.8K -291 -5%
SPFA
425
Summit Place Financial Advisors
New Jersey
$279K +$47.3K +1,000 +20%