647 hedge funds and large institutions have $16.5B invested in Ventas in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 245 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
9.38%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
80
Increased
223
Reduced
245
Closed
82
Calls
$97.3M
Puts
$26.6M
Net Calls
+$70.7M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Shares
Change %
Bessemer Group
451
Bessemer Group
New Jersey
$230K +$10.2K +234 +5%
HWA
452
Hilltop Wealth Advisors
North Carolina
$228K +$479 +11 +0.2%
PCM
453
Prelude Capital Management
New York
$228K +$228K +5,230 New
CTC
454
Central Trust Company
Missouri
$225K +$784 +18 +0.3%
CCM
455
Coldstream Capital Management
Washington
$223K -$4.75K -109 -2%
CTC
456
Cetera Trust Company
Minnesota
$222K
RWMH
457
Riverpoint Wealth Management Holdings
Illinois
$222K
IAN
458
Integrated Advisors Network
Texas
$218K +$38.5K +885 +22%
SWP
459
Stratos Wealth Partners
Ohio
$215K -$24K -551 -10%
AWS
460
Atria Wealth Solutions
New York
$213K -$2.99K -68 -1%
DTL
461
Dynamic Technology Lab
Singapore
$213K +$213K +4,896 New
AAIM
462
American Assets Investment Management
California
$211K +$211K +4,838 New
PP
463
Prudential plc
United Kingdom
$210K -$472K -10,830 -69%
WOC
464
West Oak Capital
California
$209K +$1.96K +45 +0.9%
EI
465
Ellevest Inc
New York
$209K -$117K -2,697 -36%
CIS
466
Custom Index Systems
New York
$206K +$206K +4,739 New
WIM
467
Warwick Investment Management
Texas
$202K -$2.48K -57 -1%
FPAS
468
Focus Partners Advisor Solutions
Missouri
$201K +$201K +4,614 New
PMA
469
Prudent Man Advisors
Illinois
$200K -$13.7K -315 -6%
AIP
470
Ameritas Investment Partners
Nebraska
$195K
PS
471
Principal Securities
Iowa
$188K +$6.66K +153 +4%
EC
472
EntryPoint Capital
New York
$184K +$184K +4,222 New
TC
473
Truvestments Capital
Florida
$170K -$64.5K -1,482 -28%
LC
474
Lindbrook Capital
California
$167K -$1.48K -34 -0.9%
GJWM
475
Gilliland Jeter Wealth Management
Arkansas
$164K +$164K +3,756 New