Vera Therapeutics
VERA
95 hedge funds and large institutions have $653M invested in Vera Therapeutics in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 10 closing their positions.
120% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 10
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
21% more capital invested
Capital invested by funds: $538M → $653M (+$114M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
13% more funds holding
Funds holding: 84 → 95 (+11)
6.91% more ownership
Funds ownership: 88.58% → 95.49% (+6.9%)
58% less call options, than puts
Call options by funds: $120K | Put options by funds: $286K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$14.1M |
| 2 |
Morgan Stanley
New York
|
+$13.7M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$12.5M |
| 4 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$9.21M |
| 5 |
KCM
Kynam Capital Management
Princeton,
New Jersey
|
+$8.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$33.9M |
| 2 |
SAM
Sectoral Asset Management
Montreal,
Quebec, Canada
|
-$2.96M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$1.86M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$1.53M |
| 5 |
SFM
Sphera Funds Management
Tel Aviv,
Israel
|
-$1.44M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TLP
101
Tri Locum Partners
New York
| – | -$596K | -43,438 | Closed |
|
|
XT
102
XTX Topco
George Town,
Cayman Islands
| – | -$439K | -32,048 | Closed |
|
|
HS
103
HighVista Strategies
Boston,
Massachusetts
| – | -$424K | -30,902 | Closed |
|
104
Ensign Peak Advisors
Salt Lake City,
Utah
| – | -$244K | -17,816 | Closed |
|
105
Mariner
Overland Park,
Kansas
| – | -$151K | -11,038 | Closed |
|
VERA Hedge Fund Activity: Q4 2023 in Review
95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vera Therapeutics (VERA) for Q4 2023, worth a combined $653M — up 21% from $538M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new VERA positions and 10 closed out — a net gain of 12 holders — while 33 added to existing stakes and 21 trimmed.
The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $14.1M. The largest seller was Fidelity Investments, cutting an estimated $33.9M.
- 95 institutional investors held Vera Therapeutics (VERA) as of Q4 2023, up from 84 in Q3 2023.
- Funds reported $653M of Vera Therapeutics stock for Q4 2023, up 21% quarter-over-quarter.
- 22 funds opened new Vera Therapeutics positions in Q4 2023 and 10 closed out, a net change of +12 holders.
- The largest Vera Therapeutics buyer in Q4 2023 was Schroder Investment Management Group, an estimated $14.1M added.
- The largest Vera Therapeutics seller in Q4 2023 was Fidelity Investments, an estimated $33.9M sold.
Based on aggregated 13F filings for Q4 2023.