629 hedge funds and large institutions have $18.5B invested in Ventas in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 235 increasing their positions, 205 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
629
Holders Change
+8
Holders Change %
+1.29%
% of All Funds
11.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.14%
New
77
Increased
235
Reduced
205
Closed
63
Calls
$215M
Puts
$84.6M
Net Calls
+$130M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
551
Montag & Associates
Georgia
$22K
WLPWM
552
Walled Lake Planning & Wealth Management
Illinois
$22K +$218 +4 +1%
CWP
553
Concord Wealth Partners
Virginia
$21K -$2.05K -38 -9%
IBOK
554
Independence Bank of Kentucky
Kentucky
$21K
IRAG
555
Investment Research & Advisory Group
Georgia
$20K
LWM
556
Liberty Wealth Management
California
$19K
WP
557
WealthShield Partners
North Carolina
$19K +$19K +347 New
AWM
558
Accel Wealth Management
Iowa
$18K -$3.7K -71 -17%
Nisa Investment Advisors
559
Nisa Investment Advisors
Missouri
$17.8K -$20.6K -385,656 -54%
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$17K -$817 -15 -5%
NL
561
NVWM LLC
Pennsylvania
$17K
SCM
562
Silvant Capital Management
Georgia
$17K
WIM
563
Westside Investment Management
California
$16K +$2.67K +100 +20%
HWA
564
Heritage Wealth Advisors
Virginia
$16K
VRM
565
Vectors Research Management
New York
$16K -$4.59K -87 -22%
IFAM
566
Institutional & Family Asset Management
Colorado
$16K +$105 +2 +0.7%
GWS
567
Glassman Wealth Services
Virginia
$16K +$2.53K +48 +19%
HI
568
Hudock Inc
Pennsylvania
$15K +$52 +1 +0.3%
RIA
569
RPG Investment Advisory
California
$13K
OIA
570
Optimum Investment Advisors
Illinois
$13K
CFO
571
CVA Family Office
Colorado
$13K +$13K +235 New
JFGIW
572
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K +$13K +240 New
ACM
573
Allred Capital Management
Texas
$12.7K +$12.7K +238 New
HFS
574
Hantz Financial Services
Michigan
$12K -$5.2K -101 -30%
SLF
575
Sun Life Financial
Ontario, Canada
$12K