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 %
GIA
526
GHP Investment Advisors
Colorado
$25.7K +$16.8K +392 +188%
CTA
527
Colonial Trust Advisors
South Carolina
$25.1K
SSG
528
Summit Securities Group
New York
$25K -$12.4K -260 -33%
CAL
529
Capital Analysts LLC
Pennsylvania
$25K +$139 +3 +0.6%
KTC
530
Kistler-Tiffany Companies
Pennsylvania
$24.9K
EWA
531
EverSource Wealth Advisors
Alabama
$23.8K +$1.09K +23 +5%
CSS
532
Cubist Systematic Strategies
Connecticut
$23.6K -$5.73M -121,167 -100%
LWCFA
533
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23.6K
FBC
534
Fairfield, Bush & Co
Connecticut
$20.4K +$20.4K +431 New
FFA
535
Farther Finance Advisors
California
$19.5K +$331 +7 +2%
AF
536
Advisornet Financial
Minnesota
$19.3K +$189 +4 +1%
BEI
537
Benjamin Edwards Inc
Missouri
$19K -$315K -6,481 -94%
SN
538
Sittner & Nelson
Oregon
$19K
PWMG
539
Prestige Wealth Management Group
New Jersey
$18.7K
GI
540
Gradient Investments
Minnesota
$18.6K
Lazard Asset Management
541
Lazard Asset Management
New York
$17K +$15.2K +326 +858%
MTIC
542
Missouri Trust & Investment Company
Missouri
$16.5K -$3.83K -81 -19%
SOW
543
State of Wyoming
Wyoming
$16.1K +$4.07K +86 +34%
IFAM
544
Institutional & Family Asset Management
Colorado
$15.6K +$189 +4 +1%
Jones Financial Companies
545
Jones Financial Companies
Missouri
$15K -$39.4K -834 -72%
SCM
546
Silvant Capital Management
Georgia
$14.8K
CA
547
Clearstead Advisors
Ohio
$14.5K -$1.61K -34 -10%
HWA
548
Heritage Wealth Advisors
Virginia
$14.2K
EARNEST Partners
549
EARNEST Partners
Georgia
$13.6K
FMII
550
Farmers & Merchants Investments Inc
Nebraska
$12.8K