621 hedge funds and large institutions have $17.2B invested in Ventas in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 190 increasing their positions, 256 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
+38
Holders Change %
+6.52%
% of All Funds
11.02%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
99
Increased
190
Reduced
256
Closed
49
Calls
$156M
Puts
$132M
Net Calls
+$24.3M
Net Calls Change
+$76.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BRWA
426
B. Riley Wealth Advisors
Florida
$232K -$336K -6,829 -59%
SSWM
427
Sheets Smith Wealth Management
North Carolina
$232K +$232K +4,725 New
PCS
428
Personal CFO Solutions
New Jersey
$228K -$15.5K -315 -6%
NA
429
NewEdge Advisors
Louisiana
$226K +$226K +4,601 New
BUB
430
BBVA USA Bancshares
Texas
$226K +$226K +4,613 New
CCP
431
Corient Capital Partners
California
$221K -$18.2K -373 -8%
Westfield Capital Management
432
Westfield Capital Management
Massachusetts
$218K +$218K +4,442 New
FMWA
433
Forvis Mazars Wealth Advisors
Missouri
$218K +$218K +4,455 New
WGA
434
Weather Gauge Advisory
Virginia
$217K +$217K +4,423 New
AWAP
435
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$216K +$216K +4,408 New
SBH
436
Segall Bryant & Hamill
Illinois
$209K +$209K +4,241 New
TFS
437
TrustCore Financial Services
Tennessee
$206K -$380K -7,740 -65%
SI
438
Stephens Inc
Arkansas
$204K -$45.2K -920 -18%
WANY
439
Wealthspire Advisors (New York)
New York
$203K +$203K +4,146 New
BSW
440
Buckingham Strategic Wealth
Missouri
$202K +$202K +4,119 New
AOWM
441
Alpha Omega Wealth Management
Virginia
$201K +$201K +4,095 New
KA
442
Kovack Advisors
Florida
$201K +$201K +4,104 New
ARMT
443
Amica Retiree Medical Trust
Rhode Island
$197K
WAM
444
Wolverine Asset Management
Illinois
$172K +$172K +3,521 New
Acadian Asset Management
445
Acadian Asset Management
Massachusetts
$170K -$146K -2,975 -46%
CFA
446
Carroll Financial Associates
North Carolina
$167K -$98 -2 -0.1%
Federated Hermes
447
Federated Hermes
Pennsylvania
$167K +$141K +2,870 +530%
APA
448
American Portfolios Advisors
New York
$165K -$6.91K -141 -4%
SIS
449
Sound Income Strategies
Florida
$162K
Bessemer Group
450
Bessemer Group
New Jersey
$159K -$8.71K -177 -5%