608 hedge funds and large institutions have $16B invested in Ventas in 2023 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 217 increasing their positions, 230 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-18
Holders Change %
-2.88%
% of All Funds
9.69%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
55
Increased
217
Reduced
230
Closed
66
Calls
$37.2M
Puts
$39.4M
Net Calls
-$2.16M
Net Calls Change
-$35.5M
Name Holding Trade Value Shares
Change
Shares
Change %
M
476
Mirova
France
$58.4K -$14.1K -335 -19%
GWM
477
Geneos Wealth Management
Colorado
$57.3K +$11K +261 +24%
MWA
478
Moser Wealth Advisors
Washington
$55K
NA
479
NewEdge Advisors
Louisiana
$53.3K +$21.6K +512 +68%
HI
480
Harbour Investments
Wisconsin
$52.8K -$21.6K -513 -29%
BONH
481
Bank of New Hampshire
New Hampshire
$52.7K
DGAM
482
Desjardins Global Asset Management
Quebec, Canada
$51.6K -$277K -6,569 -84%
SWM
483
Spire Wealth Management
Virginia
$49.4K -$12.6K -300 -20%
AW
484
Avion Wealth
Texas
$49K +$504 +12 +1%
BFEC
485
Benjamin F. Edwards & Company
Missouri
$48K -$720 -17 -1%
BTI
486
Blue Trust Inc
Georgia
$47K +$38K +797 +422%
HIA
487
Harbor Investment Advisory
Maryland
$45.7K -$33.2K -787 -42%
RFA
488
Resurgent Financial Advisors
Georgia
$44K
NS
489
NBC Securities
Alabama
$44K +$44K +1,052 New
HNB
490
Huntington National Bank
Ohio
$43.3K +$337 +8 +0.8%
DMBA
491
Deseret Mutual Benefit Administrators
Utah
$42.3K -$1.64K -39 -4%
LCM
492
Logan Capital Management
Pennsylvania
$42.1K
IA
493
IFP Advisors
Florida
$40.9K -$4.93K -117 -11%
FFA
494
Farther Finance Advisors
California
$38.3K +$20.9K +497 +121%
FDCDDQ
495
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.8K -$15.4K -365 -29%
LS
496
Livforsakringsbolaget Skandia
Sweden
$36.3K
EAM
497
Eukles Asset Management
Ohio
$34.8K
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$34.2K +$1.18K +28 +4%
GWSG
499
GPS Wealth Strategies Group
Colorado
$34.1K +$84 +2 +0.2%
Jones Financial Companies
500
Jones Financial Companies
Missouri
$33.5K +$20.2K +479 +151%