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565 hedge funds and large institutions have $19.4B invested in Ventas in 2015 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 234 increasing their positions, 199 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 46

18% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 199

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

3% more call options, than puts

Call options by funds: $79.5M | Put options by funds: $77.2M

1% more funds holding

Funds holding: 560565 (+5)

0.48% less ownership

Funds ownership: 83.91%83.44% (-0.48%)

16% less capital invested

Capital invested by funds: $23.2B → $19.4B (-$3.76B)

Holders
565
Holders Change
+5
Holders Change %
+0.89%
% of All Funds
15.23%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.57%
New
57
Increased
234
Reduced
199
Closed
46
Calls
$79.5M
Puts
$77.2M
Net Calls
+$2.28M
Net Calls Change
-$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GHF
201
Good Harbor Financial
Illinois
$4.75M -$1.35M -17,307 -21%
PI
202
Putnam Investments
Massachusetts
$4.74M +$193K +2,473 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
203
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.64M -$924K -11,822 -15%
DCM
204
Decade Capital Management
New York
$4.57M +$3.7M +47,397 +277%
CM
205
Churchill Management
California
$4.57M -$204K -2,610 -4%
EIM
206
ExxonMobil Investment Management
Texas
$4.56M -$417K -5,340 -8%
LCM
207
Landscape Capital Management
New Jersey
$4.56M +$5.02M +64,276 New
URS
208
Utah Retirement Systems
Utah
$4.54M +$137K +1,752 +3%
Envestnet Asset Management
209
Envestnet Asset Management
Illinois
$4.47M -$882K -11,289 -15%
FAF
210
Fjarde Ap-fonden
Sweden
$4.47M -$95.8K -1,226 -2%
BA
211
Bridgewater Associates
Connecticut
$4.46M +$3.55M +45,455 +261%
PDN
212
Pensionfund DSM Netherlands
Netherlands
$4.39M
Lazard Asset Management
213
Lazard Asset Management
New York
$4.38M +$491K +6,288 +11%
FCI
214
Financial Counselors Inc
Kansas
$4.33M +$1.36M +17,370 +40%
GHAM
215
Gilman Hill Asset Management
Connecticut
$4.26M +$141K +1,801 +3%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$4.26M -$263K -3,362 -5%
AG
217
Aperio Group
California
$4.24M +$277K +3,543 +6%
GIM
218
Groesbeck Investment Management
New Jersey
$4.22M +$2.85M +36,507 +158%
Korea Investment Corp
219
Korea Investment Corp
South Korea
$4.17M -$4.6M -58,935 -50%
DCM
220
Driehaus Capital Management
Illinois
$4.14M +$968K +12,391 +27%
PA
221
Pinnacle Associates
New York
$3.99M +$45.6K +584 +1%
HighTower Advisors
222
HighTower Advisors
Illinois
$3.99M -$3.31M -42,374 -43%
CA
223
Commerzbank Aktiengesellschaft
Germany
$3.86M -$441K -5,640 -9%
BB
224
Busey Bank
Illinois
$3.83M +$300K +3,837 +8%
AA
225
Apriem Advisors
California
$3.81M +$518K +6,632 +14%

VTR Hedge Fund Activity: Q2 2015 in Review

565 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2015, worth a combined $19.4B — down 16% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VTR positions and 46 closed out — a net gain of 11 holders — while 234 added to existing stakes and 199 trimmed.

The largest buyer was State Street, adding an estimated $304M. The largest seller was Deutsche Bank, cutting an estimated $343M.

  • 565 institutional investors held Ventas (VTR) as of Q2 2015, up from 560 in Q1 2015.
  • Funds reported $19.4B of Ventas stock for Q2 2015, down 16% quarter-over-quarter.
  • 57 funds opened new Ventas positions in Q2 2015 and 46 closed out, a net change of +11 holders.
  • The largest Ventas buyer in Q2 2015 was State Street, an estimated $304M added.
  • The largest Ventas seller in Q2 2015 was Deutsche Bank, an estimated $343M sold.

Based on aggregated 13F filings for Q2 2015.