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 %
SI
426
Stephens Inc
Arkansas
$276K -$2.46K -52 -0.9%
SW
427
SVB Wealth
Massachusetts
$273K -$74.5K -1,577 -21%
S
428
SignatureFD
Georgia
$271K +$2.27K +48 +0.8%
TNA
429
True North Advisors
Texas
$269K +$269K +5,700 New
CCM
430
Coldstream Capital Management
Washington
$266K -$15K -317 -5%
IAS
431
Insigneo Advisory Services
Florida
$263K +$620 +13 +0.2%
CA
432
Cetera Advisors
Colorado
$263K -$13.9K -295 -5%
HI
433
Horizon Investments
North Carolina
$263K +$24.6K +520 +10%
T
434
TOBAM
France
$261K
CW
435
CreativeOne Wealth
Kansas
$261K +$261K +5,520 New
BCA
436
Bay Colony Advisors
Massachusetts
$261K -$22.2K -470 -8%
EH
437
Equitable Holdings
New York
$260K -$23.4K -495 -8%
SWP
438
Stratos Wealth Partners
Ohio
$259K +$12.3K +260 +5%
GWAG
439
Garrett Wealth Advisory Group
Texas
$258K +$2.55K +54 +1%
FAIM
440
Financial Advocates Investment Management
Washington
$257K -$92.4K -1,955 -26%
HWA
441
Hilltop Wealth Advisors
North Carolina
$247K
FMAEN1
442
Fund Management at Engine No 1
California
$246K +$16.7K +353 +7%
FTDI
443
First Trust Direct Indexing
Massachusetts
$245K -$17.3K -367 -7%
CTC
444
Central Trust Company
Missouri
$243K +$213K +4,500 +692%
WOC
445
West Oak Capital
California
$243K
RWMH
446
Riverpoint Wealth Management Holdings
Illinois
$241K
LFAS
447
Level Four Advisory Services
Texas
$235K -$15K -317 -6%
PMA
448
Prudent Man Advisors
Illinois
$234K +$1.23K +26 +0.5%
DLG
449
Daniel L. Goodwin
$234K -$404K -8,550 -63%
ASN
450
Advisory Services Network
Georgia
$234K +$10.9K +231 +5%