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 %
HFS
551
Hantz Financial Services
Michigan
$6K
CSPIA
552
Cary Street Partners Investment Advisory
Virginia
$5.69K -$20K -475 -78%
KFI
553
Key Financial Inc
Pennsylvania
$5.44K
CSC
554
Caldwell Sutter Capital
California
$5.22K
QC
555
Quent Capital
New York
$5.22K
ST
556
Smithfield Trust
Pennsylvania
$5K
TFGT
557
TS Financial Group (TSFG)
Illinois
$5K
SWA
558
SOA Wealth Advisors
New York
$4.5K -$126 -3 -3%
SVCP
559
Silicon Valley Capital Partners
California
$4.25K +$42 +1 +1%
NFSG
560
Newbridge Financial Services Group
Florida
$4.21K
RTL
561
Red Tortoise LLC
Georgia
$4.21K +$4.21K +100 New
PMFA
562
Plante Moran Financial Advisors
Michigan
$4.19K
CT
563
Cambridge Trust
Massachusetts
$3.96K
CPG
564
Cornerstone Planning Group
New Jersey
$3.88K
BF
565
BOK Financial
Oklahoma
$3.86K +$3.27K +77 +550%
SC
566
Stephens Consulting
Michigan
$3.79K
MFT
567
Moisand Fitzgerald Tamayo
Florida
$3.5K
AAG
568
Armstrong Advisory Group
Massachusetts
$3.29K
BIA
569
Bell Investment Advisors
California
$3.2K -$1.39K -33 -30%
SL
570
Salomon & Ludwin
Virginia
$3.12K +$3.12K +74 New
BEI
571
Benjamin Edwards Inc
Missouri
$3K -$12K -313 -80%
TFG
572
Team Financial Group
California
$2.88K +$2.88K +68 New
SWA
573
Sutton Wealth Advisors
Florida
$2.74K +$1.9K +45 +225%
AGWCA
574
Annis Gardner Whiting Capital Advisors
Florida
$2.73K +$2.73K +64 New
OP
575
ORG Partners
Indiana
$2.65K