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89 hedge funds and large institutions have $45.1M invested in Veru in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more capital invested

Capital invested by funds: $9.34M → $45.1M (+$35.7M)

338% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 8

191% more call options, than puts

Call options by funds: $760K | Put options by funds: $261K

44% more funds holding

Funds holding: 6289 (+27)

3.11% more ownership

Funds ownership: 1.44%4.55% (+3.1%)

8% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 13

Holders
89
Holders Change
+27
Holders Change %
+43.55%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
14
Reduced
13
Closed
8
Calls
$760K
Puts
$261K
Net Calls
+$499K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
26
Connective Capital Management
California
$109K +$134K +15,102 New
Northern Trust
27
Northern Trust
Illinois
$106K +$27.1K +3,057 +26%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$95K +$117K +13,198 New
LFAS
29
Level Four Advisory Services
Texas
$89.6K
Bank of America
30
Bank of America
North Carolina
$81.6K -$36.6K -4,125 -27%
VF
31
Virtu Financial
New York
$72K +$88.1K +9,934 New
LPL Financial
32
LPL Financial
California
$67.2K -$2.08K -235 -2%
HF
33
HRT Financial
New York
$61K +$75.8K +8,549 New
Jane Street
34
Jane Street
New York
$52K +$64K +7,221 New
EGM
35
Engineers Gate Manager
New York
$46.2K +$31.7K +3,576 +126%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$46K +$33.7K +3,800 +150%
KPWS
37
Kestra Private Wealth Services
Texas
$45.9K
SWM
38
Segment Wealth Management
Texas
$43.2K
MCM
39
Mendel Capital Management
Arkansas
$43.1K
HighTower Advisors
40
HighTower Advisors
Illinois
$41K -$28.6K -3,229 -34%
Group One Trading
41
Group One Trading
Illinois
$34.4K +$27.9K +3,148 +193%
Verition Fund Management
42
Verition Fund Management
Connecticut
$32.3K +$39.8K +4,492 New
Citigroup
43
Citigroup
New York
$32.1K +$33.1K +3,728 +514%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$18.3K
ACP
45
Aveo Capital Partners
Colorado
$18K
KWA
46
Kingswood Wealth Advisors
California
$17.3K +$21.3K +2,400 New
OC
47
Oppenheimer & Co
New York
$15.5K -$6.09K -687 -24%
TPA
48
Trivium Point Advisory
Connecticut
$14.4K
WQ
49
Wealth Quarterback
New Jersey
$14.4K
UBS Group
50
UBS Group
Switzerland
$12.5K +$12.4K +1,403 +425%

VERU Hedge Fund Activity: Q4 2023 in Review

89 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Veru (VERU) for Q4 2023, worth a combined $45.1M — up 383% from $9.34M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VERU positions and 8 closed out — a net gain of 27 holders — while 14 added to existing stakes and 13 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $12.2M. The largest seller was Millennium Management, cutting an estimated $393K.

  • 89 institutional investors held Veru (VERU) as of Q4 2023, up from 62 in Q3 2023.
  • Funds reported $45.1M of Veru stock for Q4 2023, up 383% quarter-over-quarter.
  • 35 funds opened new Veru positions in Q4 2023 and 8 closed out, a net change of +27 holders.
  • The largest Veru buyer in Q4 2023 was Adage Capital Partners, an estimated $12.2M added.
  • The largest Veru seller in Q4 2023 was Millennium Management, an estimated $393K sold.

Based on aggregated 13F filings for Q4 2023.