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
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
526
Silvant Capital Management
Georgia
$13.2K
SN
527
Sittner & Nelson
Oregon
$12.6K -$4.26K -101 -25%
HWA
528
Heritage Wealth Advisors
Virginia
$12.6K
LFG
529
Larson Financial Group
Missouri
$12.6K +$12.6K +300 New
MCM
530
Manchester Capital Management
Vermont
$12.2K +$3.29K +78 +37%
EARNEST Partners
531
EARNEST Partners
Georgia
$12.1K
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$11.4K
HWA
533
HHM Wealth Advisors
Tennessee
$11.1K
TCOV
534
Trust Company of Vermont
Vermont
$11.1K +$11.1K +263 New
OIA
535
Optimum Investment Advisors
Illinois
$11.1K +$126 +3 +1%
DJSG
536
D.J. St. Germain
Massachusetts
$9.9K
PP
537
PFS Partners
New Jersey
$9.73K
Cohen & Steers
538
Cohen & Steers
New York
$9K
HFS
539
HBC Financial Services
Washington
$9K
FCAS
540
First Command Advisory Services
Texas
$8.97K +$8.97K +213 New
ZB
541
Zions Bancorporation
Utah
$8.72K +$5.1K +121 +141%
CNBTD
542
Citizens National Bank Trust Department
Mississippi
$8.17K -$2.4K -57 -23%
BWS
543
Buck Wealth Strategies
Colorado
$7.75K +$42 +1 +0.5%
CFGS
544
Concourse Financial Group Securities
Alabama
$7.41K -$809 -19 -10%
SCA
545
Stonebridge Capital Advisors
Minnesota
$7.37K
BBHC
546
Brown Brothers Harriman & Co
New York
$7.2K
CFB
547
Cullen/Frost Bankers
Texas
$7.12K
CAL
548
Capital Advisors Ltd
Ohio
$7K +$865 +22 +14%
PPC
549
Park Place Capital
Alabama
$6.15K
CT
550
Colonial Trust
South Carolina
$6.15K +$6.15K +146 New