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580 hedge funds and large institutions have $17.4B invested in Ventas in 2015 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 257 increasing their positions, 180 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $35M | Put options by funds: $14.6M

43% more repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 180

27% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 60

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

2% more funds holding

Funds holding: 570580 (+10)

1% more capital invested

Capital invested by funds: $17.2B → $17.4B (+$245M)

0.56% more ownership

Funds ownership: 92.76%93.33% (+0.56%)

Holders
580
Holders Change
+10
Holders Change %
+1.75%
% of All Funds
15.22%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.42%
New
76
Increased
257
Reduced
180
Closed
60
Calls
$35M
Puts
$14.6M
Net Calls
+$20.5M
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$117M +$3.25M +59,823 +3%
Charles Schwab
27
Charles Schwab
California
$111M +$1.49M +27,382 +1%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$104M -$21.4M -392,600 -18%
BG
29
Bahl & Gaynor
Ohio
$91.5M +$23.4M +430,716 +36%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$89.7M +$46.9M +861,583 +118%
PAMU
31
Pictet Asset Management (UK)
United Kingdom
$85.4M -$2.76M -50,770 -3%
UBS AM
32
UBS AM
Illinois
$82.8M -$7.24M -133,124 -8%
JP Morgan Chase
33
JP Morgan Chase
New York
$80.6M -$2.29M -42,142 -3%
CS
34
Credit Suisse
Switzerland
$76.5M +$8.95M +164,478 +14%
RRAM
35
River Road Asset Management
Kentucky
$76.2M +$4.44M +81,544 +6%
AllianceBernstein
36
AllianceBernstein
Tennessee
$74.5M +$2.35M +43,162 +3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$70.1M +$38.1M +699,973 +129%
Wells Fargo
38
Wells Fargo
California
$67.9M -$3.52M -64,612 -5%
BNP Paribas Asset Management
39
BNP Paribas Asset Management
France
$67.9M +$35.7M +655,701 +120%
Swiss National Bank
40
Swiss National Bank
Switzerland
$65.1M +$9.95M +182,800 +19%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$64.9M -$2.23M -40,980 -3%
TCIM
42
TIAA CREF Investment Management
New York
$64.3M -$3.38M -62,055 -5%
Deutsche Bank
43
Deutsche Bank
Germany
$62.2M +$20.7M +379,896 +53%
BlackRock
44
BlackRock
New York
$61.5M -$2.6M -47,836 -4%
SCRM
45
Security Capital Research & Management
Illinois
$55.3M -$1.58M -29,089 -3%
RJA
46
Raymond James & Associates
Florida
$55.3M +$14.4M +265,018 +37%
MIS
47
Morningstar Investment Services
Illinois
$53.6M +$18.7M +343,173 +56%
DPIM
48
Duff & Phelps Investment Management
Illinois
$50.9M +$6.03M +110,875 +14%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$49.8M -$2.24M -41,200 -4%
TA
50
Teachers Advisors
New York
$48.8M -$20.6M -379,427 -31%

VTR Hedge Fund Activity: Q4 2015 in Review

580 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q4 2015, worth a combined $17.4B — up 1.4% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VTR positions and 60 closed out — a net gain of 16 holders — while 257 added to existing stakes and 180 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $316M. The largest seller was Invesco, cutting an estimated $348M.

  • 580 institutional investors held Ventas (VTR) as of Q4 2015, up from 570 in Q3 2015.
  • Funds reported $17.4B of Ventas stock for Q4 2015, up 1.4% quarter-over-quarter.
  • 76 funds opened new Ventas positions in Q4 2015 and 60 closed out, a net change of +16 holders.
  • The largest Ventas buyer in Q4 2015 was Fidelity Investments, an estimated $316M added.
  • The largest Ventas seller in Q4 2015 was Invesco, an estimated $348M sold.

Based on aggregated 13F filings for Q4 2015.