Veritone
VERI
68 hedge funds and large institutions have $24.9M invested in Veritone in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 14 closing their positions.
114% more call options, than puts
Call options by funds: $203K | Put options by funds: $95K
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
1.81% more ownership
Funds ownership: 35.95% → 37.75% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 72 → 68 (-4)
27% less capital invested
Capital invested by funds: $34.3M → $24.9M (-$9.39M)
29% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silverback Asset Management
Chapel Hill,
North Carolina
|
+$724K |
| 2 |
Morgan Stanley
New York
|
+$475K |
| 3 |
PMG
Private Management Group
Irvine,
California
|
+$322K |
| 4 |
CCM
Connective Capital Management
Palo Alto,
California
|
+$248K |
| 5 |
Vontobel Holding
Zurich,
Switzerland
|
+$238K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$350K |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$301K |
| 3 |
Bank of New York Mellon
New York
|
-$289K |
| 4 |
BAM
Banta Asset Management
Newport Beach,
California
|
-$159K |
| 5 |
HF
HRT Financial
New York
|
-$144K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
76
Kestra Advisory Services
Austin,
Texas
| – | -$26.6K | -10,321 | Closed |
|
77
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$4.82K | -1,869 | Closed |
|
78
Allspring Global Investments
Charlotte,
North Carolina
| – | -$2.83K | -1,097 | Closed |
|
|
SPIA
79
Steward Partners Investment Advisory
New York
| – | -$2.58K | -1,000 | Closed |
|
|
TCM
80
Traynor Capital Management
Malvern,
Pennsylvania
| – | -$1.85K | -716 | Closed |
|
81
Simplex Trading
Chicago,
Illinois
| – | -$397 | -178 | Closed |
|
|
VCM
82
Versant Capital Management
Phoenix,
Arizona
| – | -$302 | -117 | Closed |
|
VERI Hedge Fund Activity: Q4 2023 in Review
68 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Veritone (VERI) for Q4 2023, worth a combined $24.9M — down 27% from $34.3M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of VERI and 10 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 26 added.
The largest buyer was Silverback Asset Management, opening a new position worth an estimated $724K. The largest seller was Bank of America, cutting an estimated $350K.
- 68 institutional investors held Veritone (VERI) as of Q4 2023, down from 72 in Q3 2023.
- Funds reported $24.9M of Veritone stock for Q4 2023, down 27% quarter-over-quarter.
- 10 funds opened new Veritone positions in Q4 2023 and 14 closed out, a net change of -4 holders.
- The largest Veritone buyer in Q4 2023 was Silverback Asset Management, an estimated $724K added.
- The largest Veritone seller in Q4 2023 was Bank of America, an estimated $350K sold.
Based on aggregated 13F filings for Q4 2023.