644 hedge funds and large institutions have $20B invested in Ventas in 2021 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 237 increasing their positions, 205 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
644
Holders Change
+15
Holders Change %
+2.38%
% of All Funds
11.24%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.19%
New
82
Increased
237
Reduced
205
Closed
61
Calls
$268M
Puts
$85.5M
Net Calls
+$183M
Net Calls Change
+$52.9M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
476
OneDigital Investment Advisors
Kansas
$200K +$200K +3,504 New
DMBA
477
Deseret Mutual Benefit Administrators
Utah
$191K +$191K +3,351 New
Bessemer Group
478
Bessemer Group
New Jersey
$190K +$512 +9 +0.3%
APA
479
American Portfolios Advisors
New York
$188K
S
480
SignatureFD
Georgia
$183K +$8.27K +145 +5%
HFM
481
Harvest Fund Management
China
$176K +$68K +1,198 +63%
SCA
482
Stonebridge Capital Advisors
Minnesota
$176K +$88K +1,600 +100%
CFA
483
Carroll Financial Associates
North Carolina
$170K +$1.2K +21 +0.7%
BU
484
BBVA USA
Alabama
$164K +$164K +2,871 New
LC
485
Lindbrook Capital
California
$162K +$687 +12 +0.4%
AssetMark Inc
486
AssetMark Inc
California
$158K +$16.6K +291 +12%
BDS
487
Banco de Sabadell
Florida
$152K +$25.2K +439 +20%
SWM
488
Spire Wealth Management
Virginia
$130K -$27.8K -489 -18%
QCG
489
Quadrant Capital Group
Ohio
$127K -$15.7K -274 -11%
RDWM
490
Red Door Wealth Management
Tennessee
$126K +$126K +2,222 New
CYG
491
Clean Yield Group
Vermont
$114K +$114K +2,000 New
AWM
492
Avior Wealth Management
Nebraska
$105K
HWMA
493
Heritage Wealth Management (Arizona)
Arizona
$104K +$104K +1,825 New
RCA
494
Ranch Capital Advisors
Florida
$102K
CHA
495
Carmichael Hill & Associates
Maryland
$101K
EI
496
Ellevest Inc
New York
$100K +$5.99K +105 +6%
AWA
497
Arkadios Wealth Advisors
Georgia
$99K +$53K +928 +115%
SIS
498
Sound Income Strategies
Florida
$95K +$50.8K +889 +115%
BAM
499
Bellevue Asset Management
Washington
$94K
BWL
500
Bogart Wealth LLC
Virginia
$93K