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 %
AAP
576
Arax Advisory Partners
Colorado
$2.53K +$969 +23 +62%
HGERS
577
Householder Group Estate & Retirement Specialist
Arizona
$2.44K +$2.44K +58 New
AWM
578
Abound Wealth Management
Tennessee
$2.36K -$844 -20 -26%
CP
579
Castleview Partners
Texas
$2.28K
Legacy Financial Group (Iowa)
580
Legacy Financial Group (Iowa)
Iowa
$2.23K +$2.23K +53 New
LJHT
581
Laurie J. Hall Trustee
$2K
CA
582
Centerpoint Advisors
Massachusetts
$2K
LF
583
Lee Financial
Texas
$1.79K
PWMG
584
Provence Wealth Management Group
California
$1.73K +$1.73K +41 New
PO
585
Private Ocean
California
$1.69K
IRC
586
Investors Research Corp
Georgia
$1.52K
FCA
587
FinTrust Capital Advisors
South Carolina
$1.48K
VWM
588
Venturi Wealth Management
Texas
$1.22K +$801 +19 +190%
TFA
589
Transamerica Financial Advisors
Florida
$1K
SIA
590
SkyView Investment Advisors
New Jersey
$1K
FMP
591
Financial Management Professionals
Texas
$1K
VNA
592
Valley National Advisers
Pennsylvania
$1K +$600 +15 +150%
GKIM
593
GW&K Investment Management
Massachusetts
$1K +$676 +23 +209%
HCM
594
Highlander Capital Management
New Jersey
$1K +$1K +29 New
TFM
595
TFC Financial Management
Massachusetts
$969 +$632 +15 +188%
KFS
596
Kelly Financial Services
Massachusetts
$939
WPA
597
West Paces Advisors
Georgia
$927 +$464 +11 +100%
HWM
598
HighMark Wealth Management
Minnesota
$863
MA
599
MCF Advisors
Kentucky
$675
Kayne Anderson Rudnick Investment Management
600
Kayne Anderson Rudnick Investment Management
California
$548