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Ventas
VTR

Overview Fund Activity

654 hedge funds and large institutions have $19.1B invested in Ventas in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 218 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+46
Holders Change %
+7.57%
% of All Funds
9.59%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
110
Increased
218
Reduced
241
Closed
54
Calls
$65.8M
Puts
$45.1M
Net Calls
+$20.7M
Net Calls Change
+$22.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$442M
2
RC
2
Resolution Capital
Australia
$214M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$119M
4
WCP
4
Waterfront Capital Partners
New York
$51M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.15B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$998M
2
Northern Trust
2
Northern Trust
Illinois
$204M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$54.9M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$76.7M
5
GA
5
GRS Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
451
Warwick Investment Management
Texas
$234K +$234K +4,705 New
WOC
452
West Oak Capital
California
$234K -$18.7K -380 -7%
OA
453
Oracle Alpha
Ontario, Canada
$233K +$233K +4,665 New
IAIM
454
International Assets Investment Management
Florida
$232K +$232K +4,652 New
Federated Hermes
455
Federated Hermes
Pennsylvania
$229K +$142K +2,840 +161%
OIA
456
OneDigital Investment Advisors
Kansas
$227K +$227K +4,560 New
PCS
457
Personal CFO Solutions
New Jersey
$225K +$225K +4,518 New
SFI
458
Siemens Fonds Invest
Germany
$225K +$225K +4,517 New
DILIC
459
Dai-ichi Life Insurance Company
Japan
$225K +$225K +4,524 New
CGL
460
Clarius Group LLC
Washington
$223K -$19.9K -399 -8%
AIP
461
Ameritas Investment Partners
Nebraska
$223K -$13.7K -274 -6%
DADC
462
D.A. Davidson & Co
Montana
$220K +$220K +4,407 New
GWAG
463
Garrett Wealth Advisory Group
Texas
$219K -$50.7K -1,018 -19%
Vontobel Holding
464
Vontobel Holding
Switzerland
$219K +$219K +4,391 New
LWM
465
Laidlaw Wealth Management
New York
$216K +$216K +4,342 New
EF
466
Empowered Funds
Pennsylvania
$215K +$215K +4,306 New
CI
467
Cigna Investments
Connecticut
$214K +$214K +4,286 New
MFG
468
Merit Financial Group
Georgia
$213K +$213K +4,278 New
ISL
469
Ingalls & Snyder LLC
New York
$211K +$211K +4,241 New
GI
470
GAMMA Investing
California
$210K +$210K +4,525 New
PS
471
Principal Securities
Iowa
$208K +$208K +4,164 New
VAS
472
Vestmark Advisory Solutions
Massachusetts
$205K +$205K +4,123 New
TNA
473
True North Advisors
Texas
$205K +$205K +4,113 New
IAN
474
Integrated Advisors Network
Texas
$205K +$205K +4,112 New
SIA
475
Schechter Investment Advisors
Michigan
$203K +$203K +4,071 New
17 18
19
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