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 %
AWA
451
Arkadios Wealth Advisors
Georgia
$233K -$38.9K -822 -14%
CI
452
Cigna Investments
Connecticut
$229K
PCS
453
Personal CFO Solutions
New Jersey
$228K -$1.04K -22 -0.5%
MCM
454
MAI Capital Management
Ohio
$226K +$4.21K +89 +2%
AIP
455
Ameritas Investment Partners
Nebraska
$224K -$18K -380 -7%
Bessemer Group
456
Bessemer Group
New Jersey
$214K +$21.5K +455 +11%
SCM
457
Schnieders Capital Management
California
$212K -$152K -3,215 -42%
WIM
458
Warwick Investment Management
Texas
$209K +$209K +4,412 New
SWM
459
SeaCrest Wealth Management
New York
$208K +$208K +4,403 New
CCA
460
Checchi Capital Advisers
California
$208K +$208K +4,401 New
OIA
461
OneDigital Investment Advisors
Kansas
$208K +$208K +4,395 New
SSWM
462
Sheets Smith Wealth Management
North Carolina
$207K +$207K +4,375 New
EP
463
Edgestream Partners
New Jersey
$206K -$114K -2,422 -36%
ISL
464
Ingalls & Snyder LLC
New York
$204K -$48K -1,016 -19%
LWM
465
Laidlaw Wealth Management
New York
$202K +$202K +4,264 New
VAS
466
Vestmark Advisory Solutions
Massachusetts
$202K +$202K +4,263 New
DWM
467
Dakota Wealth Management
Florida
$200K +$200K +4,240 New
NSIM
468
North Star Investment Management
Illinois
$184K +$96.7K +2,046 +110%
DSC
469
Duncker Streett & Co
Missouri
$180K
LC
470
Lindbrook Capital
California
$167K +$993 +21 +0.6%
CAS
471
Coppell Advisory Solutions
Texas
$165K +$165K +3,474 New
QCG
472
Quadrant Capital Group
Ohio
$146K -$3.93K -83 -3%
CWM
473
CarsonAllaria Wealth Management
Illinois
$140K
SIM
474
Sentry Investment Management
Wisconsin
$131K +$131K +2,768 New
First Manhattan
475
First Manhattan
New York
$115K