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Ventas
VTR

Overview Fund Activity

654 hedge funds and large institutions have $19.1B invested in Ventas in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 218 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+46
Holders Change %
+7.57%
% of All Funds
9.59%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
110
Increased
218
Reduced
241
Closed
54
Calls
$65.8M
Puts
$45.1M
Net Calls
+$20.7M
Net Calls Change
+$22.9M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$442M
2
RC
2
Resolution Capital
Australia
$214M
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$119M
4
WCP
4
Waterfront Capital Partners
New York
$51M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.15B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$998M
2
Northern Trust
2
Northern Trust
Illinois
$204M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$54.9M
4
WMSA
4
Weiss Multi-Strategy Advisers
New York
$76.7M
5
GA
5
GRS Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
476
Brown Advisory
Maryland
$203K -$86.1K -1,727 -30%
GWP
477
Gateway Wealth Partners
Wisconsin
$202K +$202K +4,056 New
BA
478
Bristlecone Advisors
Washington
$202K +$202K +4,051 New
HWM
479
Heirloom Wealth Management
Colorado
$200K +$200K +4,018 New
PS
480
Planned Solutions
California
$198K +$198K +3,977 New
LC
481
Lindbrook Capital
California
$193K +$11.9K +239 +7%
CAS
482
Coppell Advisory Solutions
Texas
$193K +$23.3K +467 +14%
DSC
483
Duncker Streett & Co
Missouri
$190K – – –
HDIM
484
Hanson & Doremus Investment Management
Vermont
$181K -$156K -3,142 -46%
ASN
485
Advisory Services Network
Georgia
$159K -$94.1K -1,889 -37%
JPWM
486
Jamison Private Wealth Management
Georgia
$154K -$18.4K -370 -11%
Parallax Volatility Advisers
487
Parallax Volatility Advisers
California
$149K +$149K +2,988 New
QCG
488
Quadrant Capital Group
Ohio
$148K -$32K -642 -18%
AAM
489
Advisors Asset Management
Colorado
$142K -$18.2K -366 -11%
CWM
490
CarsonAllaria Wealth Management
Illinois
$141K +$6.18K +124 +5%
SWS
491
SYSTM Wealth Solutions
Illinois
$127K +$127K +2,526 New
PA
492
Parallel Advisors
California
$124K +$20K +402 +19%
PFBT
493
Parkside Financial Bank & Trust
Missouri
$123K +$847 +17 +0.7%
First Manhattan
494
First Manhattan
New York
$121K – – –
Jones Financial Companies
495
Jones Financial Companies
Missouri
$106K +$66.2K +1,328 +167%
SIM
496
Sentry Investment Management
Wisconsin
$105K -$11.3K -226 -10%
CP
497
Castleview Partners
Texas
$99.6K +$96.9K +1,944 +3,600%
QT
498
Quantbot Technologies
New York
$96.9K +$96.9K +1,945 New
IGWM
499
ICA Group Wealth Management
Colorado
$96.5K +$96.5K +1,937 New
GRP
500
Global Retirement Partners
California
$96.4K +$12.3K +249 +15%
18 19
20
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