608 hedge funds and large institutions have $16B invested in Ventas in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 230 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
55
Increased
217
Reduced
230
Closed
66
Calls
$37.2M
Puts
$39.4M
Net Calls
-$2.16M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Shares
Change %
SW
426
SVB Wealth
Massachusetts
$237K -$6.7K -159 -3%
BFG
427
Bleakley Financial Group
New Jersey
$235K -$55.1K -1,307 -19%
SS
428
Simplicity Solutions
Minnesota
$235K -$55K -1,305 -19%
IAS
429
Insigneo Advisory Services
Florida
$235K -$85 -2 -0%
T
430
TOBAM
France
$233K
EH
431
Equitable Holdings
New York
$233K +$1.1K +26 +0.5%
GWAG
432
Garrett Wealth Advisory Group
Texas
$228K -$1.6K -38 -0.7%
FTDI
433
First Trust Direct Indexing
Massachusetts
$228K +$9.99K +237 +5%
NW
434
NewEdge Wealth
Pennsylvania
$227K -$52.3K -1,242 -19%
SWP
435
Stratos Wealth Partners
Ohio
$226K -$4.3K -102 -2%
BCA
436
Bay Colony Advisors
Massachusetts
$222K -$10.7K -253 -5%
VSQM
437
V-Square Quantitative Management
Illinois
$221K +$169K +4,001 +320%
HWA
438
Hilltop Wealth Advisors
North Carolina
$220K
WOC
439
West Oak Capital
California
$217K
CTC
440
Central Trust Company
Missouri
$217K
Capstone Investment Advisors
441
Capstone Investment Advisors
New York
$215K +$215K +5,101 New
RWMH
442
Riverpoint Wealth Management Holdings
Illinois
$215K
ASN
443
Advisory Services Network
Georgia
$214K +$5.94K +141 +3%
CCM
444
Coldstream Capital Management
Washington
$212K -$25K -593 -11%
CW
445
CreativeOne Wealth
Kansas
$212K -$20.1K -478 -9%
PMA
446
Prudent Man Advisors
Illinois
$209K
DLG
447
Daniel L. Goodwin
$209K
AWA
448
Arkadios Wealth Advisors
Georgia
$205K -$2.28K -54 -1%
CGL
449
Clarius Group LLC
Washington
$205K -$78K -1,851 -28%
AIP
450
Ameritas Investment Partners
Nebraska
$200K