626 hedge funds and large institutions have $18B invested in Ventas in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 229 increasing their positions, 226 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
626
Holders Change
+11
Holders Change %
+1.79%
% of All Funds
9.87%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.17%
New
71
Increased
229
Reduced
226
Closed
57
Calls
$66.2M
Puts
$32.8M
Net Calls
+$33.4M
Net Calls Change
-$15M
Name Holding Trade Value Shares
Change
Shares
Change %
RFA
501
Resurgent Financial Advisors
Georgia
$49.4K
DMBA
502
Deseret Mutual Benefit Administrators
Utah
$49.3K
HNB
503
Huntington National Bank
Ohio
$48.2K -$1.56K -33 -3%
LCM
504
Logan Capital Management
Pennsylvania
$47.3K
LIA
505
Luken Investment Analytics
Tennessee
$42.8K
LS
506
Livforsakringsbolaget Skandia
Sweden
$40.6K
EAM
507
Eukles Asset Management
Ohio
$39K
GWSG
508
GPS Wealth Strategies Group
Colorado
$38.1K +$142 +3 +0.4%
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$37.1K -$1.04K -22 -3%
PTC
510
Private Trust Company
Ohio
$36.8K +$2.46K +52 +7%
SPIA
511
Steward Partners Investment Advisory
New York
$36.2K +$189 +4 +0.5%
HCM
512
Hollencrest Capital Management
California
$36.1K
GBT
513
Grove Bank & Trust
Florida
$36K
NA
514
NewEdge Advisors
Louisiana
$35.6K +$2.69K +57 +8%
SAI
515
Systematic Alpha Investments
New Jersey
$33.3K
ME
516
McIlrath & Eck
Washington
$31.1K +$20.1K +426 +184%
CSPIA
517
Cary Street Partners Investment Advisory
Virginia
$28.8K -$425 -9 -1%
BAM
518
Bellevue Asset Management
Washington
$28.4K
ACA
519
Atlas Capital Advisors
Wyoming
$28.3K
MCM
520
MV Capital Management
Maryland
$27.2K +$331 +7 +1%
JMF
521
Johnson Midwest Financial
Iowa
$27.1K +$284 +6 +1%
JFA
522
JNBA Financial Advisors
Minnesota
$27.1K
HT
523
Headlands Technologies
Illinois
$26.1K +$26.1K +553 New
C
524
Covestor
United Kingdom
$26K +$12K +257 +86%
GWS
525
Glassman Wealth Services
Virginia
$25.8K -$473 -10 -2%