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Ventas
VTR

Overview Fund Activity

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

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$136M
2
BlackRock
2
BlackRock
New York
$1.78B
3
RC
3
Resolution Capital
Australia
$77.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$937M
5
RIM
5
Rush Island Management
New York
$56.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1B
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.05M
3
Goldman Sachs
3
Goldman Sachs
New York
$172M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$18.6M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
501
Private Trust Company
Ohio
$33.3K +$506 +12 +2%
SPIA
502
Steward Partners Investment Advisory
New York
$32.5K +$169 +4 +0.5%
HCM
503
Hollencrest Capital Management
California
$32.2K – – –
GBT
504
Grove Bank & Trust
Florida
$32.1K – – –
SAI
505
Systematic Alpha Investments
New Jersey
$29.7K – – –
ME
506
McIlrath & Eck
Washington
$27.7K – – –
CFD
507
Creative Financial Designs
Indiana
$26.5K +$26.5K +630 New
GIA
508
GHP Investment Advisors
Colorado
$26.1K – – –
CA
509
Clearstead Advisors
Ohio
$25.9K +$12.9K +307 +100%
BAM
510
Bellevue Asset Management
Washington
$25.3K – – –
ACA
511
Atlas Capital Advisors
Wyoming
$25.2K – – –
GWS
512
Glassman Wealth Services
Virginia
$24.5K +$1.56K +37 +7%
JMF
513
Johnson Midwest Financial
Iowa
$24.4K +$253 +6 +1%
JFA
514
JNBA Financial Advisors
Minnesota
$24.1K – – –
MCM
515
MV Capital Management
Maryland
$23.4K -$843 -20 -3%
CAL
516
Capital Analysts LLC
Pennsylvania
$23K +$170 +4 +0.7%
CTA
517
Colonial Trust Advisors
South Carolina
$22.5K +$169 +4 +0.8%
LWCFA
518
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$22K – – –
EWA
519
EverSource Wealth Advisors
Alabama
$19.2K -$2.06K -49 -10%
LIA
520
Luken Investment Analytics
Tennessee
$19.1K -$19.1K -453 -50%
PWMG
521
Prestige Wealth Management Group
New Jersey
$16.6K – – –
GI
522
Gradient Investments
Minnesota
$16.6K – – –
AF
523
Advisornet Financial
Minnesota
$16.3K -$926 -22 -5%
MTIC
524
Missouri Trust & Investment Company
Missouri
$14.7K – – –
C
525
Covestor
United Kingdom
$14K -$9.47K -224 -40%
19 20
21
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