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 %
HWA
551
HHM Wealth Advisors
Tennessee
$12.4K
OIA
552
Optimum Investment Advisors
Illinois
$12.3K +$95 +2 +0.8%
CNBTD
553
Citizens National Bank Trust Department
Mississippi
$11.9K
DJSG
554
D.J. St. Germain
Massachusetts
$11.1K +$11.1K +235 New
PP
555
PFS Partners
New Jersey
$10.9K
HFS
556
HBC Financial Services
Washington
$10K +$93 +2 +0.9%
Cohen & Steers
557
Cohen & Steers
New York
$10K +$6.89K +142 +222%
MCM
558
Manchester Capital Management
Vermont
$9.97K +$709 +15 +8%
CFGS
559
Concourse Financial Group Securities
Alabama
$9.21K -$3.53K -74 -28%
BWS
560
Buck Wealth Strategies
Colorado
$8.64K +$94 +2 +1%
TF
561
TimeScale Financial
Massachusetts
$8.3K +$94 +2 +1%
SCA
562
Stonebridge Capital Advisors
Minnesota
$8.27K
BBHC
563
Brown Brothers Harriman & Co
New York
$8.08K -$5.86K -124 -42%
BTI
564
Blue Trust Inc
Georgia
$8K -$60.8K -1,437 -88%
CFB
565
Cullen/Frost Bankers
Texas
$7.99K +$2.51K +53 +46%
CFO
566
CVA Family Office
Colorado
$7.09K +$4.73K +100 +200%
CAL
567
Capital Advisors Ltd
Ohio
$7K +$6.24K +139 +818%
PPC
568
Park Place Capital
Alabama
$6.9K
KFI
569
Key Financial Inc
Pennsylvania
$6.1K +$4.44K +94 +269%
ST
570
Smithfield Trust
Pennsylvania
$6K -$2K -40 -25%
HFS
571
Hantz Financial Services
Michigan
$6K
TFGT
572
TS Financial Group (TSFG)
Illinois
$6K
QC
573
Quent Capital
New York
$5.86K +$851 +18 +17%
CSC
574
Caldwell Sutter Capital
California
$5.86K +$5.86K +124 New
BWA
575
BDO Wealth Advisors
Florida
$5.72K +$4.26K +90 +290%