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Vera Therapeutics

70 hedge funds and large institutions have $290M invested in Vera Therapeutics in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 10 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 10

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

19% more funds holding

Funds holding: 5970 (+11)

11.94% more ownership

Funds ownership: 77.12%89.07% (+12%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

30% less capital invested

Capital invested by funds: $413M → $290M (-$123M)

41% less call options, than puts

Call options by funds: $185K | Put options by funds: $314K

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
22
Increased
29
Reduced
10
Closed
10
Calls
$185K
Puts
$314K
Net Calls
-$129K
Net Calls Change
-$129K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$45M +$12.7M +1,647,613 +40%
SI
2
Sofinnova Investments
California
$26.9M +$2.21M +285,714 +9%
KCM
3
Kynam Capital Management
New Jersey
$26.2M +$15.2M +1,963,330 +139%
CG
4
Carlyle Group
District of Columbia
$22.9M +$22.8M +2,960,231 New
CC
5
Commodore Capital
New York
$21.9M +$21.8M +2,824,029 New
Millennium Management
6
Millennium Management
New York
$14.6M +$6.01M +778,702 +70%
EP
7
Eversept Partners
New York
$13.9M +$10.6M +1,377,221 +335%
WP
8
Woodline Partners
California
$13.6M +$12.4M +1,603,165 +1,072%
BlackRock
9
BlackRock
New York
$10.9M +$4.12M +534,386 +61%
Vanguard Group
10
Vanguard Group
Pennsylvania
$10.8M +$4.84M +627,318 +82%
O
11
OrbiMed
New York
$10.6M +$10.5M +1,362,400 New
DM
12
Deerfield Management
New York
$10.1M +$10M +1,300,000 New
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$8.05M +$8.01M +1,037,128 New
IBT
14
International Biotechnology Trust
United Kingdom
$7.75M +$5.57M +721,000 +256%
OCA
15
Octagon Capital Advisors
New York
$6.17M +$1M +129,844 +20%
Citadel Advisors
16
Citadel Advisors
Florida
$6.02M -$9.38M -1,215,681 -61%
SAM
17
Sectoral Asset Management
Quebec, Canada
$4.66M +$4.63M +600,300 New
Geode Capital Management
18
Geode Capital Management
Massachusetts
$3.73M +$1.72M +222,979 +87%
BBA
19
Baker Bros. Advisors
New York
$2.59M
State Street
20
State Street
Massachusetts
$2.36M +$366K +47,451 +18%
AI
21
Alphabet Inc
California
$2.34M
PAMP
22
Polar Asset Management Partners
Ontario, Canada
$2.33M -$880K -114,000 -28%
ACM
23
Altium Capital Management
New York
$2.22M +$2.21M +286,000 New
UOC
24
UBS O'Connor
Illinois
$1.73M +$1.72M +223,468 New
Northern Trust
25
Northern Trust
Illinois
$1.5M +$524K +67,904 +54%

VERA Hedge Fund Activity: Q1 2023 in Review

70 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vera Therapeutics (VERA) for Q1 2023, worth a combined $290M — down 30% from $413M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new VERA positions and 10 closed out — a net gain of 12 holders — while 29 added to existing stakes and 10 trimmed.

The largest buyer was Carlyle Group, opening a new position worth an estimated $22.8M. The largest seller was Citadel Advisors, cutting an estimated $9.38M.

  • 70 institutional investors held Vera Therapeutics (VERA) as of Q1 2023, up from 59 in Q4 2022.
  • Funds reported $290M of Vera Therapeutics stock for Q1 2023, down 30% quarter-over-quarter.
  • 22 funds opened new Vera Therapeutics positions in Q1 2023 and 10 closed out, a net change of +12 holders.
  • The largest Vera Therapeutics buyer in Q1 2023 was Carlyle Group, an estimated $22.8M added.
  • The largest Vera Therapeutics seller in Q1 2023 was Citadel Advisors, an estimated $9.38M sold.

Based on aggregated 13F filings for Q1 2023.