615 hedge funds and large institutions have $16.3B invested in Ventas in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 229 increasing their positions, 214 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
615
Holders Change
-4
Holders Change %
-0.65%
% of All Funds
9.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
64
Increased
229
Reduced
214
Closed
54
Calls
$73.5M
Puts
$25.2M
Net Calls
+$48.3M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Shares
Change %
PWMG
526
Prestige Wealth Management Group
New Jersey
$17.1K -$263 -6 -2%
GI
527
Gradient Investments
Minnesota
$17K
CA
528
Clearstead Advisors
Ohio
$14.8K +$824 +19 +6%
IFAM
529
Institutional & Family Asset Management
Colorado
$14.2K +$130 +3 +0.9%
SCM
530
Silvant Capital Management
Georgia
$13.6K
HWA
531
Heritage Wealth Advisors
Virginia
$13K
C
532
Covestor
United Kingdom
$13K -$1.7K -39 -12%
BBHC
533
Brown Brothers Harriman & Co
New York
$12.8K -$1.69K -39 -12%
EARNEST Partners
534
EARNEST Partners
Georgia
$12.5K
FMII
535
Farmers & Merchants Investments Inc
Nebraska
$11.7K +$217 +5 +2%
CFGS
536
Concourse Financial Group Securities
Alabama
$11.7K +$4.42K +101 +61%
HWA
537
HHM Wealth Advisors
Tennessee
$11.4K +$2.25K +52 +25%
OIA
538
Optimum Investment Advisors
Illinois
$11.2K +$130 +3 +1%
SOW
539
State of Wyoming
Wyoming
$11K +$910 +21 +9%
CNBTD
540
Citizens National Bank Trust Department
Mississippi
$10.9K
ME
541
McIlrath & Eck
Washington
$10K
PP
542
PFS Partners
New Jersey
$10K
GIA
543
GHP Investment Advisors
Colorado
$9.06K
HFS
544
HBC Financial Services
Washington
$9K +$169 +4 +2%
WWP
545
WR Wealth Planners
Missouri
$8.67K +$8.67K +200 New
MCM
546
Manchester Capital Management
Vermont
$8.5K +$8.5K +196 New
BWS
547
Buck Wealth Strategies
Colorado
$7.86K +$7.86K +181 New
SCA
548
Stonebridge Capital Advisors
Minnesota
$7.59K
TF
549
TimeScale Financial
Massachusetts
$7.54K +$173 +4 +2%
ZB
550
Zions Bancorporation
Utah
$7.2K -$2.95K -68 -29%