Ventas
632 hedge funds and large institutions have $18B invested in Ventas in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 231 increasing their positions, 227 reducing their positions, and 57 closing their positions.
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
102% more call options, than puts
Call options by funds: $66.2M | Put options by funds: $32.8M
25% more capital inflows, than outflows
Capital inflows: $1.04B | Capital outflows: $835M
25% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 57
2% more funds holding
Funds holding: 621 → 632 (+11)
1.11% more ownership
Funds ownership: 94.31% → 95.42% (+1.1%)
2% more repeat investments, than reductions
Existing positions increased: 231 | Existing positions reduced: 227
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$133M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$108M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$102M |
| 4 |
Goldman Sachs
New York
|
+$81.6M |
| 5 |
Zimmer Partners
New York
|
+$40.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$125M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$51.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$49.6M |
| 4 |
Resolution Capital
Sydney, NSW,
Australia
|
-$48.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$40.9M |
VTR Hedge Fund Activity: Q2 2023 in Review
632 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Ventas (VTR) for Q2 2023, worth a combined $18B — up 10% from $16.3B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new VTR positions and 57 closed out — a net gain of 14 holders — while 231 added to existing stakes and 227 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $133M. The largest seller was BlackRock, cutting an estimated $125M.
- 632 institutional investors held Ventas (VTR) as of Q2 2023, up from 621 in Q1 2023.
- Funds reported $18B of Ventas stock for Q2 2023, up 10% quarter-over-quarter.
- 71 funds opened new Ventas positions in Q2 2023 and 57 closed out, a net change of +14 holders.
- The largest Ventas buyer in Q2 2023 was JP Morgan Chase, an estimated $133M added.
- The largest Ventas seller in Q2 2023 was BlackRock, an estimated $125M sold.
Based on aggregated 13F filings for Q2 2023.