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 %
Bessemer Group
451
Bessemer Group
New Jersey
$195K +$5K +119 +3%
BCV
452
Banque Cantonale Vaudoise
Switzerland
$168K -$154K -3,664 -48%
DSC
453
Duncker Streett & Co
Missouri
$161K
Credit Agricole
454
Credit Agricole
France
$159K +$159K +3,783 New
CAS
455
Coppell Advisory Solutions
Texas
$154K -$2.75K -61 -2%
LC
456
Lindbrook Capital
California
$153K +$4.38K +104 +3%
QCG
457
Quadrant Capital Group
Ohio
$152K +$21.8K +518 +17%
JPWM
458
Jamison Private Wealth Management
Georgia
$146K +$146K +3,458 New
AAM
459
Advisors Asset Management
Colorado
$135K -$173K -4,111 -56%
CWM
460
CarsonAllaria Wealth Management
Illinois
$114K -$10.4K -247 -8%
SOW
461
State of Wyoming
Wyoming
$109K +$94.3K +2,239 +659%
PFBT
462
Parkside Financial Bank & Trust
Missouri
$103K +$8.13K +193 +9%
First Manhattan
463
First Manhattan
New York
$102K
SIM
464
Sentry Investment Management
Wisconsin
$98K -$18.5K -440 -16%
PA
465
Parallel Advisors
California
$88.1K +$9.86K +234 +13%
AWM
466
Avior Wealth Management
Nebraska
$77.9K
LTI
467
Laffer Tengler Investments
Tennessee
$74.9K +$74.9K +1,778 New
Federated Hermes
468
Federated Hermes
Pennsylvania
$74.3K -$12.6K -299 -14%
BWL
469
Bogart Wealth LLC
Virginia
$74.3K -$84 -2 -0.1%
M
470
MOTCO
Texas
$74K
CWC
471
Carolinas Wealth Consulting
North Carolina
$72.8K -$27.5K -647 -27%
GRP
472
Global Retirement Partners
California
$69.2K -$122 -3 -0.2%
SIS
473
Sound Income Strategies
Florida
$66.8K
AA
474
Alta Advisers
United Kingdom
$63.2K
WOSD
475
WFA of San Diego
California
$61.9K