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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
SG Americas Securities
51
SG Americas Securities
New York
$12K +$14.7K +1,663 New
TSS
52
Two Sigma Securities
New York
$11.8K -$12.7K -1,427 -46%
NFC
53
Northeast Financial Consultants
Connecticut
$11.7K +$80 +9 +0.6%
Osaic Holdings
54
Osaic Holdings
Arizona
$11K +$2.73K +308 +25%
Mercer Global Advisors
55
Mercer Global Advisors
Colorado
$11K
CGA
56
Crescent Grove Advisors
Illinois
$10.8K
UWS
57
Unique Wealth Strategies
Illinois
$10.8K +$13.3K +1,500 New
Creative Planning
58
Creative Planning
Kansas
$10.7K -$1.53K -173 -10%
OAC
59
OMERS Administration Corp
Ontario, Canada
$10.5K +$12.9K +1,460 New
Squarepoint
60
Squarepoint
New York
$9.47K +$11.7K +1,316 New
AWA
61
Acorn Wealth Advisors
Michigan
$9.36K +$11.5K +1,300 New
Two Sigma Advisers
62
Two Sigma Advisers
New York
$8.71K +$10.7K +1,210 New
PP
63
Pegasus Partners
Wisconsin
$8.69K
IWC
64
Integrated Wealth Concepts
Massachusetts
$7.85K
CFC
65
Coyle Financial Counsel
Illinois
$7.2K +$8.87K +1,000 New
VDI
66
Vaughan David Investments
Illinois
$7K -$4.43K -500 -33%
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
$6.7K -$1.43K -161 -15%
Wells Fargo
68
Wells Fargo
California
$6.51K -$3.14K -354 -28%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$4K +$559 +63 +12%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$3.6K
SIS
71
Sound Income Strategies
Florida
$2.65K
S
72
SignatureFD
Georgia
$2.17K
HI
73
Harbour Investments
Wisconsin
$2.11K +$2.6K +293 New
RhumbLine Advisers
74
RhumbLine Advisers
Massachusetts
$2K
QC
75
Quent Capital
New York
$1.75K

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.