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Ventas
VTR

Overview Fund Activity

630 hedge funds and large institutions have $20.8B invested in Ventas in 2017 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 271 increasing their positions, 236 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-16
Holders Change %
-2.48%
% of All Funds
15.71%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.3%
New
52
Increased
271
Reduced
236
Closed
53
Calls
$84.5M
Puts
$48.8M
Net Calls
+$35.7M
Net Calls Change
-$18.5M

Top Buyers

1
BlackRock
BlackRock
New York
+$2.28B
2
LIMS
Lasalle Investment Management Securities
Maryland
+$168M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$113M
4
Capital International Investors
Capital International Investors
California
+$93.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$72.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$403M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$298M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$176M
4
JHIU
Janus Henderson Investors US
Colorado
-$69.8M
5
Morgan Stanley
Morgan Stanley
New York
-$61.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
551
Patriot Financial Group Insurance Agency
Massachusetts
$52K +$644 +10 +1%
JFA
552
JNBA Financial Advisors
Minnesota
$51K – – –
OC
553
Oakworth Capital
Alabama
$51K – – –
PB
554
Pinnacle Bancorp
Nebraska
$51K +$51K +786 New
IR
555
Invictus RG
Bermuda
$48K -$359K -5,462 -88%
PIM
556
Parasol Investment Management
Illinois
$47K -$77.6K -1,205 -62%
TC
557
Trust Company
Kansas
$47K +$22.8K +350 +95%
BWM
558
Baystate Wealth Management
Massachusetts
$44K +$44K +677 New
SFG
559
SevenBridge Financial Group
Pennsylvania
$43K -$111K -1,735 -72%
IDBONY
560
Israel Discount Bank of New York
New York
$42K +$14.1K +215 +51%
CAL
561
Capital Analysts LLC
Pennsylvania
$41.9K -$3.78K -58 -8%
BWA
562
Burt Wealth Advisors
Maryland
$41K – – –
PA
563
Parallel Advisors
California
$39K +$18.7K +294 +92%
WP
564
WealthPLAN Partners
Nebraska
$38.6K +$38.6K +597 New
ED
565
Exane Derivatives
France
$38.3K +$4.75K +73 +14%
TWA
566
TCI Wealth Advisors
Arizona
$38K +$9.92K +154 +35%
CB
567
Community Bank
New York
$36K -$2.3K -35 -6%
CLOS
568
Compagnie Lombard Odier SCmA
Switzerland
$34K -$525K -8,000 -94%
Bessemer Group
569
Bessemer Group
New Jersey
$33K -$59.4K -913 -64%
TCOV
570
Trust Company of Vermont
Vermont
$33K -$8.65K -131 -21%
CPA
571
Cowen Prime Advisors
New York
$33K – – –
GT
572
Glenmede Trust
Pennsylvania
$31K -$12.3K -200 -28%
DIA
573
Davidson Investment Advisors
Montana
$30K – – –
BIG
574
Bellwether Investment Group
Tennessee
$28K +$7.86K +121 +39%
SA
575
SpiderRock Advisors
Delaware
$27K – – –
21 22
23
24 25