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 %
CG
501
Cutler Group
California
$92K +$92K +1,617 New
NFG
502
Next Financial Group
Texas
$88K +$16.8K +289 +24%
PA
503
Parallel Advisors
California
$87K +$9.01K +157 +12%
EIP
504
Ellis Investment Partners
Pennsylvania
$84K +$680 +12 +0.8%
M
505
MOTCO
Texas
$81K +$1.55K +27 +2%
GRP
506
Global Retirement Partners
California
$78K -$297K -5,176 -79%
T
507
TOBAM
France
$76K
Lazard Asset Management
508
Lazard Asset Management
New York
$76K +$11.4K +200 +18%
MWA
509
Moser Wealth Advisors
Washington
$75K
HIA
510
Harbor Investment Advisory
Maryland
$71K
NSIM
511
North Star Investment Management
Illinois
$70K
Jones Financial Companies
512
Jones Financial Companies
Missouri
$69K -$10.4K -181 -13%
AIM
513
Anchor Investment Management
South Carolina
$68.5K
TPCW
514
TD Private Client Wealth
New York
$67.2K -$628 -11 -0.9%
BCA
515
Berman Capital Advisors
Georgia
$65K +$15K +265 +30%
AF
516
Advisornet Financial
Minnesota
$63K +$171 +3 +0.3%
EW
517
Evoke Wealth
California
$62K -$2.07K -36 -3%
TCOV
518
Trust Company of Vermont
Vermont
$62K
GEA
519
Glen Eagle Advisors
New Jersey
$60.5K
COCM
520
Charter Oak Capital Management
New Hampshire
$59K
LCM
521
Logan Capital Management
Pennsylvania
$57K
SPIA
522
Steward Partners Investment Advisory
New York
$54K -$61.6K -1,068 -53%
CCC
523
Crescent Capital Consulting
Louisiana
$51K
JWM
524
Janiczek Wealth Management
Colorado
$49K +$515 +9 +1%
TWA
525
TCI Wealth Advisors
Arizona
$49K +$1.37K +24 +3%