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83 hedge funds and large institutions have $18.9M invested in Veru in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 34 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.21% less ownership

Funds ownership: 3.99%1.78% (-2.2%)

22% less funds holding

Funds holding: 10783 (-24)

28% less call options, than puts

Call options by funds: $2.06M | Put options by funds: $2.85M

49% less capital invested

Capital invested by funds: $37.3M → $18.9M (-$18.5M)

60% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 40

68% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 34

Holders
83
Holders Change
-24
Holders Change %
-22.43%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
11
Reduced
34
Closed
40
Calls
$2.06M
Puts
$2.85M
Net Calls
-$793K
Net Calls Change
+$175K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$79.9K +$59.7K +5,099 +316%
HF
27
HRT Financial
New York
$76K +$75.2K +6,419 New
KPWS
28
Kestra Private Wealth Services
Texas
$75.8K
TSS
29
Two Sigma Securities
New York
$74.3K +$73.2K +6,247 New
MCM
30
Mendel Capital Management
Arkansas
$71.2K
Osaic Holdings
31
Osaic Holdings
Arizona
$67.5K +$28.3K +2,412 +74%
E
32
Ergoteles
New York
$61.5K +$60.6K +5,170 New
OMC
33
Old Mission Capital
Illinois
$58.6K +$57.7K +4,925 New
IP
34
Ignite Planners
California
$56.8K -$468 -40 -0.8%
Mariner
35
Mariner
Kansas
$50.6K -$10.8K -924 -18%
SWM
36
Segment Wealth Management
Texas
$47.6K +$11.7K +1,000 +33%
EGM
37
Engineers Gate Manager
New York
$35K +$34.4K +2,939 New
Bank of New York Mellon
38
Bank of New York Mellon
New York
$33.3K -$257K -21,965 -89%
UBS Group
39
UBS Group
Switzerland
$31.8K -$23 -2 -0.1%
XT
40
XTX Topco
Cayman Islands
$31.5K +$31K +2,647 New
T. Rowe Price Associates
41
T. Rowe Price Associates
Maryland
$31K -$32.1K -2,737 -52%
ACP
42
Aveo Capital Partners
Colorado
$29.8K +$29.3K +2,500 New
OC
43
Oppenheimer & Co
New York
$28.4K -$3.43K -293 -11%
TRCT
44
Tower Research Capital (TRC)
New York
$25.1K +$2.8K +239 +13%
SSA
45
Schonfeld Strategic Advisors
New York
$24K +$23.7K +2,020 New
TPA
46
Trivium Point Advisory
Connecticut
$23.8K
WQ
47
Wealth Quarterback
New Jersey
$23.8K
Citadel Advisors
48
Citadel Advisors
Florida
$22.7K -$43.4K -3,707 -66%
Creative Planning
49
Creative Planning
Kansas
$19.8K -$586 -50 -3%
NFC
50
Northeast Financial Consultants
Connecticut
$19.3K

VERU Hedge Fund Activity: Q2 2023 in Review

83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Veru (VERU) for Q2 2023, worth a combined $18.9M — down 49% from $37.3M a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VERU and 16 opened new positions — a net loss of 24 holders — while 34 trimmed existing stakes and 11 added.

The largest buyer was Millennium Management, opening a new position worth an estimated $1.15M. The largest seller was Perceptive Advisors, cutting an estimated $4.93M.

  • 83 institutional investors held Veru (VERU) as of Q2 2023, down from 107 in Q1 2023.
  • Funds reported $18.9M of Veru stock for Q2 2023, down 49% quarter-over-quarter.
  • 16 funds opened new Veru positions in Q2 2023 and 40 closed out, a net change of -24 holders.
  • The largest Veru buyer in Q2 2023 was Millennium Management, an estimated $1.15M added.
  • The largest Veru seller in Q2 2023 was Perceptive Advisors, an estimated $4.93M sold.

Based on aggregated 13F filings for Q2 2023.