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721 hedge funds and large institutions have $25.6B invested in Ventas in 2024 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 289 increasing their positions, 231 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 60

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

29% more capital invested

Capital invested by funds: $19.8B → $25.6B (+$5.8B)

28% more call options, than puts

Call options by funds: $58.7M | Put options by funds: $46M

25% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 231

4% more funds holding

Funds holding: 693721 (+28)

0.66% more ownership

Funds ownership: 95.69%96.35% (+0.66%)

Holders
721
Holders Change
+28
Holders Change %
+4.04%
% of All Funds
10.35%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
96
Increased
289
Reduced
231
Closed
60
Calls
$58.7M
Puts
$46M
Net Calls
+$12.8M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
CI Investments Inc
26
CI Investments Inc
Ontario, Canada
$178M +$13.6M +232,137 +9%
Bank of America
27
Bank of America
North Carolina
$166M +$20.9M +357,952 +16%
Goldman Sachs
28
Goldman Sachs
New York
$158M -$19.1M -327,455 -12%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$128M +$24.9M +426,847 +27%
Schroder Investment Management Group
30
Schroder Investment Management Group
United Kingdom
$124M +$2.91M +49,892 +3%
HSBC Holdings
31
HSBC Holdings
United Kingdom
$117M +$34.7M +594,848 +49%
Canada Pension Plan Investment Board
32
Canada Pension Plan Investment Board
Ontario, Canada
$111M -$1.42M -24,286 -1%
Prudential Financial
33
Prudential Financial
New Jersey
$109M +$47.5M +813,205 +92%
UBS Group
34
UBS Group
Switzerland
$107M +$43.4M +742,672 +80%
Renaissance Technologies
35
Renaissance Technologies
New York
$103M +$40.3M +689,950 +76%
AP
36
Antipodes Partners
Australia
$93M +$918K +15,718 +1%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$86.8M +$4.85M +83,073 +7%
RIM
38
Rush Island Management
New York
$86.1M -$29.2M -499,385 -27%
SEI Investments
39
SEI Investments
Pennsylvania
$85.6M +$25M +428,207 +47%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$85.2M -$6.54M -112,020 -8%
Franklin Resources
41
Franklin Resources
California
$80.1M +$7.53M +128,945 +11%
Amundi
42
Amundi
France
$80M -$1.65M -28,225 -2%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$77.1M +$6.29M +107,813 +10%
Swiss National Bank
44
Swiss National Bank
Switzerland
$77M +$572K +9,800 +0.8%
AllianceBernstein
45
AllianceBernstein
Tennessee
$72.9M -$8.79M -150,568 -12%
1832 Asset Management
46
1832 Asset Management
Ontario, Canada
$64.6M +$13.2M +226,446 +29%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$63.2M +$21.1M +361,022 +58%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$63.2M -$7.48M -128,147 -12%
HRES
49
Heitman Real Estate Securities
Illinois
$63.1M +$6.38M +109,300 +13%
Aberdeen Group
50
Aberdeen Group
United Kingdom
$61.9M +$12.5M +214,384 +29%

VTR Hedge Fund Activity: Q3 2024 in Review

721 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q3 2024, worth a combined $25.6B — up 29% from $19.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new VTR positions and 60 closed out — a net gain of 36 holders — while 289 added to existing stakes and 231 trimmed.

The largest buyer was UBS AM, adding an estimated $206M. The largest seller was Citadel Advisors, cutting an estimated $205M.

  • 721 institutional investors held Ventas (VTR) as of Q3 2024, up from 693 in Q2 2024.
  • Funds reported $25.6B of Ventas stock for Q3 2024, up 29% quarter-over-quarter.
  • 96 funds opened new Ventas positions in Q3 2024 and 60 closed out, a net change of +36 holders.
  • The largest Ventas buyer in Q3 2024 was UBS AM, an estimated $206M added.
  • The largest Ventas seller in Q3 2024 was Citadel Advisors, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2024.