647 hedge funds and large institutions have $16.5B invested in Ventas in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 223 increasing their positions, 245 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
647
Holders Change
-7
Holders Change %
-1.07%
% of All Funds
9.38%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
80
Increased
223
Reduced
245
Closed
82
Calls
$97.3M
Puts
$26.6M
Net Calls
+$70.7M
Net Calls Change
+$50M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
551
Capital Analysts LLC
Pennsylvania
$20K +$134 +3 +0.7%
GBT
552
Grove Bank & Trust
Florida
$19.6K +$19.6K +450 New
AF
553
Advisornet Financial
Minnesota
$17.5K -$261 -6 -1%
PWMG
554
Prestige Wealth Management Group
New Jersey
$17.2K
GIA
555
GHP Investment Advisors
Colorado
$17.1K
WAG
556
Wiser Advisor Group
Arizona
$16K +$131 +3 +0.8%
MTIC
557
Missouri Trust & Investment Company
Missouri
$15.2K
C
558
Covestor
United Kingdom
$14K -$254 -6 -2%
HFS
559
HBC Financial Services
Washington
$14K +$4.57K +105 +48%
SCM
560
Silvant Capital Management
Georgia
$13.6K
CFO
561
CVA Family Office
Colorado
$13.5K -$3.92K -90 -23%
SN
562
Sittner & Nelson
Oregon
$13.1K
FMII
563
Farmers & Merchants Investments Inc
Nebraska
$11.8K
OIA
564
Optimum Investment Advisors
Illinois
$11.7K +$131 +3 +1%
HWA
565
HHM Wealth Advisors
Tennessee
$11.5K
CIA
566
Cape Investment Advisory
Georgia
$11.3K -$6.53K -150 -37%
PP
567
PFS Partners
New Jersey
$10.1K
SR
568
Syntax Research
Florida
$10K +$10K +230 New
CA
569
Continuum Advisory
Idaho
$9.84K +$9.84K +207 New
HNB
570
Hilltop National Bank
Wyoming
$9.49K +$9.49K +218 New
S
571
Sachetta
Massachusetts
$9.24K
CNBTD
572
Citizens National Bank Trust Department
Mississippi
$8.45K
ETC
573
Exchange Traded Concepts
Oklahoma
$8.06K +$8.06K +185 New
ZB
574
Zions Bancorporation
Utah
$8.01K -$1K -23 -11%
CFB
575
Cullen/Frost Bankers
Texas
$7.36K