615 hedge funds and large institutions have $16.3B invested in Ventas in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
64
Increased
229
Reduced
214
Closed
54
Calls
$73.5M
Puts
$25.2M
Net Calls
+$48.3M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Shares
Change %
SIS
476
Sound Income Strategies
Florida
$70.8K +$87 +2 +0.1%
BONH
477
Bank of New Hampshire
New Hampshire
$66.9K
PA
478
Parallel Advisors
California
$66.7K +$7.33K +169 +12%
SWM
479
Spire Wealth Management
Virginia
$66.1K +$42.1K +972 +175%
AA
480
Alta Advisers
United Kingdom
$65K
BAM
481
Belpointe Asset Management
Nevada
$61.9K +$30.8K +711 +99%
AG
482
AIA Group
Hong Kong
$55.7K
FDCDDQ
483
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.7K -$80K -1,846 -60%
AW
484
Avion Wealth
Texas
$51K
BFEC
485
Benjamin F. Edwards & Company
Missouri
$50K
Jones Financial Companies
486
Jones Financial Companies
Missouri
$49.9K +$1.39K +32 +3%
GWM
487
Geneos Wealth Management
Colorado
$47.6K -$5.38K -124 -10%
HNB
488
Huntington National Bank
Ohio
$45.6K -$5.33K -123 -10%
RFA
489
Resurgent Financial Advisors
Georgia
$45.3K -$2.6K -60 -5%
DMBA
490
Deseret Mutual Benefit Administrators
Utah
$45.2K
LCM
491
Logan Capital Management
Pennsylvania
$43.4K
LIA
492
Luken Investment Analytics
Tennessee
$39.3K
LS
493
Livforsakringsbolaget Skandia
Sweden
$37.3K
EAM
494
Eukles Asset Management
Ohio
$35.8K
MPWT
495
MassMutual Private Wealth & Trust
Connecticut
$34.9K +$12.2K +282 +54%
GWSG
496
GPS Wealth Strategies Group
Colorado
$34.9K +$34.9K +804 New
AIP
497
Ahrens Investment Partners
Louisiana
$34.2K +$34.2K +789 New
PCM
498
Pointe Capital Management
Michigan
$34.1K +$34.1K +786 New
SSG
499
Summit Securities Group
New York
$34K -$83.3K -1,920 -71%
HCM
500
Hollencrest Capital Management
California
$33.1K