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62 hedge funds and large institutions have $9.34M invested in Veru in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $857K | Put options by funds: $456K

0.34% less ownership

Funds ownership: 1.78%1.44% (-0.34%)

22% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 18

25% less funds holding

Funds holding: 8362 (-21)

51% less capital invested

Capital invested by funds: $18.9M → $9.34M (-$9.55M)

88% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 24

Holders
62
Holders Change
-21
Holders Change %
-25.3%
% of All Funds
0.98%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
18
Closed
24
Calls
$857K
Puts
$456K
Net Calls
+$401K
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
TPA
26
Trivium Point Advisory
Connecticut
$14.8K
WQ
27
Wealth Quarterback
New Jersey
$14.4K
CSS
28
Cubist Systematic Strategies
Connecticut
$13.3K -$55.7K -5,112 -73%
Creative Planning
29
Creative Planning
Kansas
$12K
Group One Trading
30
Group One Trading
Illinois
$11.7K +$17.7K +1,630 New
NFC
31
Northeast Financial Consultants
Connecticut
$11.7K
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$11K -$98 -9 -0.6%
VDI
33
Vaughan David Investments
Illinois
$11K
CGA
34
Crescent Grove Advisors
Illinois
$10.8K
Wells Fargo
35
Wells Fargo
California
$9.04K +$294 +27 +2%
Osaic Holdings
36
Osaic Holdings
Arizona
$8.78K -$48.3K -4,439 -78%
PP
37
Pegasus Partners
Wisconsin
$8.68K
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$7.85K -$132K -12,123 -92%
IWC
39
Integrated Wealth Concepts
Massachusetts
$7.84K
SG
40
StoneX Group
New York
$7.8K +$11.8K +1,085 New
QT
41
Quantbot Technologies
New York
$6.62K +$10K +921 New
Citigroup
42
Citigroup
New York
$5.21K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$4K +$1.49K +137 +36%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$3.6K
SIS
45
Sound Income Strategies
Florida
$2.64K
Federated Hermes
46
Federated Hermes
Pennsylvania
$2.57K +$1.83K +168 +88%
UBS Group
47
UBS Group
Switzerland
$2.37K -$25.5K -2,342 -88%
S
48
SignatureFD
Georgia
$2.16K
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$2K -$6.91K -635 -70%
QC
50
Quent Capital
New York
$1.75K +$762 +70 +40%

VERU Hedge Fund Activity: Q3 2023 in Review

62 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Veru (VERU) for Q3 2023, worth a combined $9.34M — down 51% from $18.9M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of VERU and 3 opened new positions — a net loss of 21 holders — while 18 trimmed existing stakes and 14 added.

The largest buyer was Perceptive Advisors, adding an estimated $1.09M. The largest seller was Morgan Stanley, cutting an estimated $1.48M.

  • 62 institutional investors held Veru (VERU) as of Q3 2023, down from 83 in Q2 2023.
  • Funds reported $9.34M of Veru stock for Q3 2023, down 51% quarter-over-quarter.
  • 3 funds opened new Veru positions in Q3 2023 and 24 closed out, a net change of -21 holders.
  • The largest Veru buyer in Q3 2023 was Perceptive Advisors, an estimated $1.09M added.
  • The largest Veru seller in Q3 2023 was Morgan Stanley, an estimated $1.48M sold.

Based on aggregated 13F filings for Q3 2023.