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
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
501
Avior Wealth Management
Nebraska
$92.2K
BWL
502
Bogart Wealth LLC
Virginia
$88.7K +$847 +17 +1%
LTI
503
Laffer Tengler Investments
Tennessee
$88.6K
M
504
MOTCO
Texas
$87.6K
BTI
505
Blue Trust Inc
Georgia
$84K +$42.7K +1,018 +103%
AA
506
Alta Advisers
United Kingdom
$74.8K
LS
507
Livforsakringsbolaget Skandia
Sweden
$74.3K +$31.5K +627 +74%
FFA
508
Farther Finance Advisors
California
$71.7K +$26.4K +530 +58%
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$70.2K +$29.7K +596 +73%
M
510
Mirova
France
$65.1K -$3.99K -80 -6%
MWA
511
Moser Wealth Advisors
Washington
$65K
BONH
512
Bank of New Hampshire
New Hampshire
$62.3K
DGAM
513
Desjardins Global Asset Management
Quebec, Canada
$61.8K +$748 +15 +1%
CWC
514
Carolinas Wealth Consulting
North Carolina
$61.7K -$24.5K -487 -28%
SWM
515
Spire Wealth Management
Virginia
$61.4K +$5.05K +105 +9%
AW
516
Avion Wealth
Texas
$59K +$601 +12 +1%
HI
517
Harbour Investments
Wisconsin
$57.3K -$5.13K -103 -8%
BFEC
518
Benjamin F. Edwards & Company
Missouri
$57K
NA
519
NewEdge Advisors
Louisiana
$55.4K -$7.63K -153 -12%
LFA
520
Livelsberger Financial Advisory
Ohio
$55.2K +$55.2K +1,108 New
HIA
521
Harbor Investment Advisory
Maryland
$54.1K
NS
522
NBC Securities
Alabama
$52K
RFA
523
Resurgent Financial Advisors
Georgia
$51.6K -$498 -10 -1%
LCM
524
Logan Capital Management
Pennsylvania
$49.8K
TFIPS
525
Towarzystwo Funduszy Inwestycyjnych PZU SA
$48.3K +$48.3K +970 New