647 hedge funds and large institutions have $16.5B invested in Ventas in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 245 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
9.38%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
80
Increased
223
Reduced
245
Closed
82
Calls
$97.3M
Puts
$26.6M
Net Calls
+$70.7M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
401
Brinker Capital Investments
Pennsylvania
$343K -$160K -3,669 -32%
WT
402
Whittier Trust
California
$342K
IWC
403
Integrated Wealth Concepts
Massachusetts
$342K +$8.27K +190 +2%
Capstone Investment Advisors
404
Capstone Investment Advisors
New York
$342K +$342K +7,848 New
Envestnet Portfolio Solutions
405
Envestnet Portfolio Solutions
Illinois
$335K -$4.18K -96 -1%
SOAMC
406
Spirit of America Management Corp
New York
$329K +$65.3K +1,500 +25%
IAIM
407
International Assets Investment Management
Florida
$328K +$128K +2,997 +64%
MFA
408
Morling Financial Advisors
California
$327K -$25.1K -577 -7%
Carson Wealth (CWM LLC)
409
Carson Wealth (CWM LLC)
Nebraska
$325K -$2.83K -65 -0.9%
BCA
410
Bay Colony Advisors
Massachusetts
$319K +$13.1K +300 +4%
HIC
411
Hartline Investment Corp
Illinois
$319K +$319K +7,335 New
CCG
412
Cypress Capital Group
Florida
$317K +$14.7K +337 +5%
S
413
SignatureFD
Georgia
$310K +$13.5K +310 +5%
AA
414
Ancora Advisors
Ohio
$305K +$305K +7,000 New
AIA
415
Angeles Investment Advisors
California
$302K +$33K +754 +12%
VSQM
416
V-Square Quantitative Management
Illinois
$299K +$70.8K +1,626 +31%
Jones Financial Companies
417
Jones Financial Companies
Missouri
$299K +$207K +4,748 +224%
WB
418
WesBanco Bank
West Virginia
$294K +$294K +6,758 New
Axa
419
Axa
France
$287K -$3.4K -78 -1%
TSS
420
Two Sigma Securities
New York
$287K +$287K +6,593 New
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$283K +$64.4K +1,502 +29%
IMCOOI
422
Investment Management Corp of Ontario (IMCO)
Canada
$283K -$126K -2,900 -31%
HTIM
423
Harbour Trust & Investment Management
Indiana
$280K -$56K -1,286 -17%
PI
424
PEAK6 Investments
Illinois
$278K -$168K -3,864 -38%
RBFC
425
Roman Butler Fullerton & Co
Missouri
$278K -$55.1K -1,278 -17%