749 hedge funds and large institutions have $25.2B invested in Ventas in 2024 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 299 increasing their positions, 229 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+36
Holders Change %
+5.05%
% of All Funds
9.97%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.15%
New
114
Increased
299
Reduced
229
Closed
70
Calls
$47.7M
Puts
$45.6M
Net Calls
+$2.03M
Net Calls Change
-$10.7M
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
451
Vestmark Advisory Solutions
Massachusetts
$375K -$8.3K -141 -2%
Bessemer Group
452
Bessemer Group
New Jersey
$375K -$15.7K -266 -4%
PPW
453
Parcion Private Wealth
Washington
$373K
MSA
454
MUFG Securities Americas
New York
$371K +$371K +6,294 New
PWW
455
Pettyjohn Wood & White
Virginia
$368K -$2.95K -50 -0.8%
Envestnet Portfolio Solutions
456
Envestnet Portfolio Solutions
Illinois
$367K -$50.2K -853 -12%
AG
457
Ascent Group
Virginia
$367K +$367K +6,227 New
CCM
458
Coldstream Capital Management
Washington
$366K +$2K +34 +0.6%
Walleye Capital
459
Walleye Capital
New York
$365K +$80.6K +1,368 +28%
Los Angeles Capital Management
460
Los Angeles Capital Management
California
$364K -$154K -2,611 -30%
IWC
461
Integrated Wealth Concepts
Massachusetts
$363K -$412 -7 -0.1%
PWMG
462
Prestige Wealth Management Group
New Jersey
$361K +$34.7K +584 +11%
SCM
463
Stevens Capital Management
Pennsylvania
$360K +$360K +6,121 New
CG
464
Caprock Group
Idaho
$359K +$152K +2,565 +74%
NP
465
NorthRock Partners
Minnesota
$354K -$32.4K -546 -8%
WC
466
Wexford Capital
Florida
$353K +$353K +6,000 New
GIM
467
Grassi Investment Management
California
$353K
EFS
468
Essex Financial Services
Connecticut
$351K -$530 -9 -0.2%
SPFA
469
Summit Place Financial Advisors
New Jersey
$347K
CS
470
Capital Square
Tennessee
$345K -$95.9K -1,576 -22%
AI
471
Atom Investors
Texas
$344K +$143K +2,420 +71%
HWM
472
HB Wealth Management
Georgia
$342K +$42.7K +725 +14%
VSQM
473
V-Square Quantitative Management
Illinois
$340K -$3.53K -60 -1%
BFG
474
Bleakley Financial Group
New Jersey
$339K +$7.07K +120 +2%
HI
475
Horizon Investments
North Carolina
$335K +$4.3K +73 +1%