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Veritone

72 hedge funds and large institutions have $34.3M invested in Veritone in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more call options, than puts

Call options by funds: $602K | Put options by funds: $143K

0% more funds holding

Funds holding: 7272 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1.41% less ownership

Funds ownership: 37.36%35.95% (-1.4%)

30% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 27

36% less capital invested

Capital invested by funds: $53.9M → $34.3M (-$19.7M)

Holders
72
Holders Change
Holders Change %
0%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
19
Reduced
27
Closed
10
Calls
$602K
Puts
$143K
Net Calls
+$459K
Net Calls Change
-$688K
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1
Banta Asset Management
California
$6.48M +$573K +172,675 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.43M +$101K +30,385 +1%
BlackRock
3
BlackRock
New York
$5.12M -$179K -53,869 -3%
PMG
4
Private Management Group
California
$5.11M +$1.03M +311,293 +19%
State Street
5
State Street
Massachusetts
$1.74M +$97.3K +29,320 +5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.54M +$97.8K +29,485 +5%
Vontobel Holding
7
Vontobel Holding
Switzerland
$857K +$193K +58,216 +21%
Jacobs Levy Equity Management
8
Jacobs Levy Equity Management
New Jersey
$750K +$965K +290,713 New
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$716K -$199K -59,893 -18%
Bank of America
10
Bank of America
North Carolina
$704K +$29.2K +8,790 +3%
Northern Trust
11
Northern Trust
Illinois
$603K -$15.8K -4,746 -2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$589K +$54.7K +16,496 +8%
State of Wisconsin Investment Board
13
State of Wisconsin Investment Board
Wisconsin
$303K -$153K -46,000 -28%
Ameriprise
14
Ameriprise
Minnesota
$264K -$111K -33,350 -25%
BCM
15
Bridgeway Capital Management
Texas
$258K
Morgan Stanley
16
Morgan Stanley
New York
$232K +$43.4K +13,088 +17%
UBS Group
17
UBS Group
Switzerland
$218K -$83.9K -25,277 -23%
Millennium Management
18
Millennium Management
New York
$183K -$99.6K -30,026 -30%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$180K -$95.5K -28,787 -29%
Charles Schwab
20
Charles Schwab
California
$154K -$37.4K -11,260 -16%
VCWA
21
Vanguard Capital Wealth Advisors
Colorado
$145K -$33.2K -10,000 -15%
HF
22
HRT Financial
New York
$144K +$82.4K +24,842 +79%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$140K +$38.2K +11,514 +27%
OQS
24
Occudo Quantitative Strategies
Florida
$133K +$171K +51,605 New
Goldman Sachs
25
Goldman Sachs
New York
$129K +$45.6K +13,733 +38%

VERI Hedge Fund Activity: Q3 2023 in Review

72 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Veritone (VERI) for Q3 2023, worth a combined $34.3M — down 36% from $53.9M a quarter earlier.

Fund positioning in VERI was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 19 added to existing stakes and 27 trimmed.

The largest buyer was Private Management Group, adding an estimated $1.03M. The largest seller was First Trust Advisors, exiting entirely with an estimated $2.55M sold.

  • 72 institutional investors held Veritone (VERI) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $34.3M of Veritone stock for Q3 2023, down 36% quarter-over-quarter.
  • 10 funds opened new Veritone positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest Veritone buyer in Q3 2023 was Private Management Group, an estimated $1.03M added.
  • The largest Veritone seller in Q3 2023 was First Trust Advisors, an estimated $2.55M sold.

Based on aggregated 13F filings for Q3 2023.