Ventas
624 hedge funds and large institutions have $17.2B invested in Ventas in 2020 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 190 increasing their positions, 258 reducing their positions, and 48 closing their positions.
106% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 48
18% more call options, than puts
Call options by funds: $156M | Put options by funds: $132M
15% more capital invested
Capital invested by funds: $14.9B → $17.2B (+$2.3B)
7% more funds holding
Funds holding: 585 → 624 (+39)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
1.38% less ownership
Funds ownership: 94.85% → 93.47% (-1.4%)
26% less repeat investments, than reductions
Existing positions increased: 190 | Existing positions reduced: 258
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$159M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$145M |
| 3 |
AAMU
APG Asset Management US
New York
|
+$51.4M |
| 4 |
Cohen & Steers
New York
|
+$49.7M |
| 5 |
Goldman Sachs
New York
|
+$43.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$222M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$78.7M |
| 3 |
Bank of New York Mellon
New York
|
-$72.3M |
| 4 |
EC
Eminence Capital
New York
|
-$59.2M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$51.3M |
VTR Hedge Fund Activity: Q4 2020 in Review
624 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q4 2020, worth a combined $17.2B — up 15% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new VTR positions and 48 closed out — a net gain of 51 holders — while 190 added to existing stakes and 258 trimmed.
The largest buyer was Invesco, adding an estimated $159M. The largest seller was Principal Financial Group, cutting an estimated $222M.
- 624 institutional investors held Ventas (VTR) as of Q4 2020, up from 585 in Q3 2020.
- Funds reported $17.2B of Ventas stock for Q4 2020, up 15% quarter-over-quarter.
- 99 funds opened new Ventas positions in Q4 2020 and 48 closed out, a net change of +51 holders.
- The largest Ventas buyer in Q4 2020 was Invesco, an estimated $159M added.
- The largest Ventas seller in Q4 2020 was Principal Financial Group, an estimated $222M sold.
Based on aggregated 13F filings for Q4 2020.