Vera Therapeutics
VERA
51 hedge funds and large institutions have $276M invested in Vera Therapeutics in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 4 closing their positions.
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
2.53% more ownership
Funds ownership: 73.66% → 76.19% (+2.5%)
2% more funds holding
Funds holding: 50 → 51 (+1)
41% less capital invested
Capital invested by funds: $469M → $276M (-$192M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kynam Capital Management
Princeton,
New Jersey
|
+$17.8M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$4.09M |
| 3 |
Millennium Management
New York
|
+$2.49M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.69M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGM
Logos Global Management
San Francisco,
California
|
-$9.04M |
| 2 |
RCM
RA Capital Management
Boston,
Massachusetts
|
-$6.76M |
| 3 |
IBT
International Biotechnology Trust
London,
United Kingdom
|
-$3.26M |
| 4 |
MS
Maven Securities
St Helier,
Jersey
|
-$1.51M |
| 5 |
JP Morgan Chase
New York
|
-$884K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LGM
51
Logos Global Management
San Francisco,
California
| – | -$9.04M | -385,000 | Closed |
|
|
MS
52
Maven Securities
St Helier,
Jersey
| – | -$1.51M | -64,240 | Closed |
|
|
GTCM
53
Gyon Technologies Capital Management
Denville,
New Jersey
| – | -$398K | -16,961 | Closed |
|
54
US Bancorp
Minneapolis,
Minnesota
| – | -$23K | -1,000 | Closed |
|
|
SOW
55
State of Wyoming
Cheyenne,
Wyoming
| – | +$489 | +28 | New |
|
VERA Hedge Fund Activity: Q2 2022 in Review
51 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vera Therapeutics (VERA) for Q2 2022, worth a combined $276M — down 41% from $469M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new VERA positions and 4 closed out — a net gain of 2 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Kynam Capital Management, adding an estimated $17.8M. The largest seller was Logos Global Management, exiting entirely with an estimated $9.04M sold.
- 51 institutional investors held Vera Therapeutics (VERA) as of Q2 2022, up from 50 in Q1 2022.
- Funds reported $276M of Vera Therapeutics stock for Q2 2022, down 41% quarter-over-quarter.
- 6 funds opened new Vera Therapeutics positions in Q2 2022 and 4 closed out, a net change of +2 holders.
- The largest Vera Therapeutics buyer in Q2 2022 was Kynam Capital Management, an estimated $17.8M added.
- The largest Vera Therapeutics seller in Q2 2022 was Logos Global Management, an estimated $9.04M sold.
Based on aggregated 13F filings for Q2 2022.