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Veritone

117 hedge funds and large institutions have $349M invested in Veritone in 2021 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $7.22M | Put options by funds: $5.73M

14% more capital invested

Capital invested by funds: $305M → $349M (+$43.7M)

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

2% more funds holding

Funds holding: 115117 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 36

3.87% less ownership

Funds ownership: 47.59%43.72% (-3.9%)

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
36
Reduced
36
Closed
18
Calls
$7.22M
Puts
$5.73M
Net Calls
+$1.49M
Net Calls Change
+$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Banta Asset Management
California
$44.5M
BlackRock
2
BlackRock
New York
$43.9M -$1.29M -63,489 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.2M +$701K +34,365 +2%
Handelsbanken Fonder
4
Handelsbanken Fonder
Sweden
$31.7M +$1.53M +75,000 +6%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$25.8M +$12.7M +622,919 +136%
State Street
6
State Street
Massachusetts
$20.6M +$1.33M +65,254 +8%
D.E. Shaw & Co
7
D.E. Shaw & Co
New York
$17.8M -$3.1M -152,087 -17%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$11.5M +$418K +20,494 +4%
Canada Life
9
Canada Life
Manitoba, Canada
$10M +$3.73M +182,871 +77%
Nordea Investment Management
10
Nordea Investment Management
Sweden
$9.25M +$1.86M +91,138 +31%
UIC
11
Uniplan Investment Counsel
Wisconsin
$6.85M +$1M +49,042 +21%
Northern Trust
12
Northern Trust
Illinois
$6.8M -$203K -9,952 -3%
SST
13
S Squared Technology
New York
$4.54M
N
14
Nuveen
North Carolina
$4.52M -$1.03M -50,726 -20%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$4.42M -$1.08M -52,913 -22%
Deutsche Bank
16
Deutsche Bank
Germany
$3.66M -$220K -10,773 -7%
LPL Financial
17
LPL Financial
California
$3.6M +$2.8M +137,101 +1,010%
HI
18
Handelsinvest Investeringsforvaltning
Denmark
$3.58M +$510K +25,000 +20%
Morgan Stanley
19
Morgan Stanley
New York
$3.02M -$6.54M -320,516 -72%
RA
20
Royce & Associates
New York
$2.75M +$510K +25,000 +28%
JP Morgan Chase
21
JP Morgan Chase
New York
$2.51M -$2.17M -106,318 -50%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.37M +$213K +10,441 +12%
OC
23
Oppenheimer & Co
New York
$2.33M -$3.08M -150,834 -61%
GIM
24
Granahan Investment Management
Massachusetts
$2.2M +$395K +19,371 +27%
First Trust Advisors
25
First Trust Advisors
Illinois
$2.09M -$2.2M -108,066 -55%

VERI Hedge Fund Activity: Q3 2021 in Review

117 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Veritone (VERI) for Q3 2021, worth a combined $349M — up 14% from $305M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new VERI positions and 18 closed out — a net gain of 2 holders — while 36 added to existing stakes and 36 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $12.7M. The largest seller was Morgan Stanley, cutting an estimated $6.54M.

  • 117 institutional investors held Veritone (VERI) as of Q3 2021, up from 115 in Q2 2021.
  • Funds reported $349M of Veritone stock for Q3 2021, up 14% quarter-over-quarter.
  • 20 funds opened new Veritone positions in Q3 2021 and 18 closed out, a net change of +2 holders.
  • The largest Veritone buyer in Q3 2021 was Wellington Management Group, an estimated $12.7M added.
  • The largest Veritone seller in Q3 2021 was Morgan Stanley, an estimated $6.54M sold.

Based on aggregated 13F filings for Q3 2021.