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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
VDI
51
Vaughan David Investments
Illinois
$18K
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$18K +$82 +7 +0.5%
CGA
53
Crescent Grove Advisors
Illinois
$17.9K
Wells Fargo
54
Wells Fargo
California
$14.7K -$17K -1,455 -54%
PP
55
Pegasus Partners
Wisconsin
$14.4K
AWA
56
Acorn Wealth Advisors
Michigan
$13.1K +$12.9K +1,100 New
IWC
57
Integrated Wealth Concepts
Massachusetts
$13K +$12.8K +1,090 New
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$10.9K -$101K -8,661 -90%
Citigroup
59
Citigroup
New York
$8.62K -$1.64K -140 -16%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$5.95K -$70 -6 -1%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$5K -$8.71K -744 -66%
Point72 Asset Management
62
Point72 Asset Management
Connecticut
$4.85K -$13.7K -1,170 -74%
Russell Investments Group
63
Russell Investments Group
United Kingdom
$4.45K +$4.38K +374 New
Fidelity Investments
64
Fidelity Investments
Massachusetts
$4.38K -$164 -14 -4%
SIS
65
Sound Income Strategies
Florida
$4.37K
S
66
SignatureFD
Georgia
$3.57K
Federated Hermes
67
Federated Hermes
Pennsylvania
$2.27K +$2.23K +190 New
QC
68
Quent Capital
New York
$2.07K +$1.72K +147 +544%
OP
69
ORG Partners
Indiana
$2.04K +$1.99K +170 New
CG
70
Cutler Group
California
$2K -$7.51K -641 -78%
Simplex Trading
71
Simplex Trading
Illinois
$2K
BWM
72
Baystate Wealth Management
Massachusetts
$1.78K
FWM
73
Focused Wealth Management
New York
$1.67K
LFG
74
Larson Financial Group
Missouri
$1.52K
TWC
75
TD Waterhouse Canada
Ontario, Canada
$1.27K

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.