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Ventas
VTR

Overview Fund Activity

615 hedge funds and large institutions have $16.3B invested in Ventas in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
64
Increased
229
Reduced
214
Closed
54
Calls
$73.5M
Puts
$25.2M
Net Calls
+$48.3M
Net Calls Change
+$47M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$113M
2
Citadel Advisors
2
Citadel Advisors
Florida
$173M
3
Goldman Sachs
3
Goldman Sachs
New York
$208M
4
WHG
4
Westwood Holdings Group
Texas
$46M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$43.3M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$70M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.05B
3
RC
3
Resolution Capital
Australia
$48.2M
4
BlackRock
4
BlackRock
New York
$1.86B
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$36.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
426
First Trust Direct Indexing
Massachusetts
$241K +$20.2K +466 +9%
T
427
TOBAM
France
$239K +$30.8K +711 +15%
LMGAM
428
Liberty Mutual Group Asset Management
Massachusetts
$235K -$2.97M -68,478 -93%
GWAG
429
Garrett Wealth Advisory Group
Texas
$234K +$2.04K +47 +0.9%
AIA
430
Angeles Investment Advisors
California
$232K +$232K +5,299 New
ISL
431
Ingalls & Snyder LLC
New York
$231K -$6.5K -150 -3%
LFAS
432
Level Four Advisory Services
Texas
$229K +$229K +5,285 New
HWA
433
Hilltop Wealth Advisors
North Carolina
$227K – – –
DU
434
Delphia (USA)
Ontario, Canada
$226K -$87.4K -2,016 -28%
SWP
435
Stratos Wealth Partners
Ohio
$226K -$4.6K -106 -2%
WOC
436
West Oak Capital
California
$223K – – –
AIP
437
Ameritas Investment Partners
Nebraska
$222K – – –
RWMH
438
Riverpoint Wealth Management Holdings
Illinois
$221K – – –
SCP
439
Shorepoint Capital Partners
Massachusetts
$220K -$2.58M -59,588 -92%
HI
440
Horizon Investments
North Carolina
$218K -$78.6K -1,814 -26%
PMA
441
Prudent Man Advisors
Illinois
$214K – – –
Parallax Volatility Advisers
442
Parallax Volatility Advisers
California
$214K +$214K +4,932 New
SPFA
443
Summit Place Financial Advisors
New Jersey
$212K – – –
FMAEN1
444
Fund Management at Engine No 1
California
$210K +$210K +4,852 New
PCS
445
Personal CFO Solutions
New Jersey
$210K -$780 -18 -0.4%
CI
446
Cigna Investments
Connecticut
$210K -$5.48K -126 -3%
TCOT
447
Trust Company of Toledo
Ohio
$210K +$210K +4,840 New
PMG
448
ProVise Management Group
Florida
$208K -$235K -5,425 -53%
ASN
449
Advisory Services Network
Georgia
$204K -$25.6K -590 -11%
MCM
450
MAI Capital Management
Ohio
$204K +$204K +4,697 New
16 17
18
19 20