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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
CA
51
Clearstead Advisors
Ohio
$1.44K +$1.09K +100 +100%
BWM
52
Baystate Wealth Management
Massachusetts
$1.08K
FWM
53
Focused Wealth Management
New York
$1.01K
CG
54
Cutler Group
California
$1K
LFG
55
Larson Financial Group
Missouri
$917
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$843 -$90.7K -8,331 -99%
OP
57
ORG Partners
Indiana
$826 -$599 -55 -32%
TWC
58
TD Waterhouse Canada
Ontario, Canada
$793
NMG
59
New Millennium Group
Utah
$719
Fidelity Investments
60
Fidelity Investments
Massachusetts
$554 -$3.17K -291 -79%
IA
61
IFP Advisors
Florida
$216
JP Morgan Chase
62
JP Morgan Chase
New York
$65
HNB
63
Huntington National Bank
Ohio
$1
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
-$595K -50,000 Closed
BC
65
Boxer Capital
California
-$413K -34,730 Closed
Charles Schwab
66
Charles Schwab
California
-$361K -30,351 Closed
UBS AM
67
UBS AM
Illinois
-$145K -12,467 Closed
YIH
68
Y-Intercept (HK)
Hong Kong
-$143K -11,993 Closed
Squarepoint
69
Squarepoint
New York
-$142K -11,911 Closed
Goldman Sachs
70
Goldman Sachs
New York
-$110K -9,251 Closed
SG Americas Securities
71
SG Americas Securities
New York
-$95K -8,018 Closed
PMEF
72
Point72 Middle East FZE
United Arab Emirates
-$80.4K -6,759 Closed
HF
73
HRT Financial
New York
-$76K -6,419 Closed
E
74
Ergoteles
New York
-$61.5K -5,170 Closed
OMC
75
Old Mission Capital
Illinois
-$58.6K -4,925 Closed

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.