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Ventas
VTR

Overview Fund Activity

493 hedge funds and large institutions have $18.5B invested in Ventas in 2014 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 223 increasing their positions, 161 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
493
Holders Change
-4
Holders Change %
-0.8%
% of All Funds
14.31%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.52%
New
36
Increased
223
Reduced
161
Closed
36
Calls
$82.5M
Puts
$28.9M
Net Calls
+$53.6M
Net Calls Change
+$40.9M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$540M
2
Deutsche Bank
Deutsche Bank
Germany
+$120M
3
Invesco
Invesco
Georgia
+$106M
4
MAA
Managed Account Advisors
New Jersey
+$75.1M
5
LIMS
Lasalle Investment Management Securities
Maryland
+$56.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$202M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
3
Norges Bank
Norges Bank
Norway
-$126M
4
ACM
Adelante Capital Management
California
-$88.3M
5
ECM
EII Capital Management
New York
-$68.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
426
Checchi Capital Advisers
California
$219K +$23.1K +326 +12%
NPC
427
National Planning Corporation
California
$218K – – –
HCC
428
Hirtle Callaghan & Co
Pennsylvania
$217K – – –
LNWWM
429
Laird Norton Wetherby Wealth Management
California
$216K -$5.81K -82 -3%
NB
430
Norinchukin Bank
Japan
$211K +$211K +2,983 New
WOC
431
West Oak Capital
California
$207K – – –
FWM
432
Focused Wealth Management
New York
$199K – – –
Nomura Holdings
433
Nomura Holdings
Japan
$197K +$197K +2,770 New
PVH
434
Psagot Value Holdings
Israel
$186K – – –
LBG
435
Lloyds Banking Group
United Kingdom
$171K -$1.06K -15 -0.6%
SF
436
Synovus Financial
Georgia
$157K -$37.5K -525 -19%
IMS
437
Index Management Solutions
Pennsylvania
$157K +$103K +1,447 +188%
EWM
438
Evercore Wealth Management
New York
$141K – – –
WIL
439
Winifred I. Li
$136K – – –
FNBT
440
FineMark National Bank & Trust
Florida
$130K +$19.2K +271 +17%
GIS
441
Guardian Investor Services
New York
$129K -$6.28K -89 -5%
Envestnet Asset Management
442
Envestnet Asset Management
Illinois
$118K -$922 -13 -0.8%
AWM
443
Avior Wealth Management
Nebraska
$115K – – –
MFS
444
MSI Financial Services
Massachusetts
$113K +$48.6K +688 +76%
WTB
445
Washington Trust Bank
Washington
$111K +$76.5K +1,084 +222%
BFEC
446
Benjamin F. Edwards & Company
Missouri
$106K -$3.39K -48 -3%
GLI
447
Guardian Life Insurance
New York
$104K +$1.21K +17 +1%
CCS
448
Crosspoint Capital Strategies
California
$90K +$6.23K +88 +7%
HR
449
Howe & Rusling
New York
$71K – – –
SAM
450
Shamrock Asset Management
Texas
$70K +$28.5K +400 +69%
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