654 hedge funds and large institutions have $19.1B invested in Ventas in 2023 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 218 increasing their positions, 241 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
654
Holders Change
+46
Holders Change %
+7.57%
% of All Funds
9.59%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.21%
New
110
Increased
218
Reduced
241
Closed
54
Calls
$65.8M
Puts
$45.1M
Net Calls
+$20.7M
Net Calls Change
+$22.9M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
576
HHM Wealth Advisors
Tennessee
$13.1K
PP
577
PFS Partners
New Jersey
$11.5K
EWP
578
Elevation Wealth Partners
California
$10.5K +$10.5K +250 New
ZB
579
Zions Bancorporation
Utah
$10.3K
HFS
580
HBC Financial Services
Washington
$10K +$92 +2 +0.9%
CNBTD
581
Citizens National Bank Trust Department
Mississippi
$9.67K
S
582
Sachetta
Massachusetts
$9.24K +$9.24K +184 New
CFB
583
Cullen/Frost Bankers
Texas
$8.42K
AA
584
Addison Advisors
Vermont
$8.05K +$8.05K +161 New
BBHC
585
Brown Brothers Harriman & Co
New York
$7.88K -$648 -13 -8%
PPC
586
Park Place Capital
Alabama
$7.28K
CAL
587
Capital Advisors Ltd
Ohio
$7K -$1.96K -39 -22%
HFS
588
Hantz Financial Services
Michigan
$7K
KFI
589
Key Financial Inc
Pennsylvania
$6.43K
CSC
590
Caldwell Sutter Capital
California
$6.18K
JWM
591
Janiczek Wealth Management
Colorado
$6.09K +$5.84K +116 +2,320%
SWA
592
SOA Wealth Advisors
New York
$5.33K
BF
593
BOK Financial
Oklahoma
$5.28K +$748 +15 +16%
PWMG
594
Private Wealth Management Group
New Jersey
$5.13K +$5.13K +103 New
TFGT
595
TS Financial Group (TSFG)
Illinois
$5K -$413 -9 -8%
NFSG
596
Newbridge Financial Services Group
Florida
$4.98K
RTL
597
Red Tortoise LLC
Georgia
$4.98K
PMFA
598
Plante Moran Financial Advisors
Michigan
$4.95K
CFGS
599
Concourse Financial Group Securities
Alabama
$4.88K -$3.87K -77 -44%
CT
600
Cambridge Trust
Massachusetts
$4.69K