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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: 62 → 89 (+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

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$12.2M
2
PA
Perceptive Advisors
New York
+$3.99M
3
OCA
Octagon Capital Advisors
New York
+$3.37M
4
ACM
AIGH Capital Management
Maryland
+$3.05M
5
AIC
AWM Investment Company
New York
+$2.44M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$393K
2
IP
Ignite Planners
California
-$38.4K
3
Bank of America
Bank of America
North Carolina
-$36.6K
4
HighTower Advisors
HighTower Advisors
Illinois
-$28.6K
5
Mariner
Mariner
Kansas
-$22.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
76
Baystate Wealth Management
Massachusetts
$1.08K – – –
MFT
77
Moisand Fitzgerald Tamayo
Florida
$1.01K +$1.24K +140 New
CG
78
Cutler Group
California
$1K – – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$1K +$621 +70 New
LFG
80
Larson Financial Group
Missouri
$918 – – –
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$845 – – –
CA
82
Clearstead Advisors
Ohio
$720 -$887 -100 -50%
NMG
83
New Millennium Group
Utah
$720 – – –
TWC
84
TD Waterhouse Canada
Ontario, Canada
$703 – – –
IA
85
IFP Advisors
Florida
$216 – – –
MSWM
86
McGlone Suttner Wealth Management
Wisconsin
$72 +$89 +10 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$72 +$89 +10 New
JP Morgan Chase
88
JP Morgan Chase
New York
$66 – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$29 -$647 -73 -95%
HNB
90
Huntington National Bank
Ohio
$1 – – –
IP
91
Ignite Planners
California
– -$38.4K -5,030 Closed
Mariner
92
Mariner
Kansas
– -$22.2K -3,089 Closed
CSS
93
Cubist Systematic Strategies
Connecticut
– -$13.3K -1,848 Closed
SG
94
StoneX Group
New York
– -$7.8K -1,085 Closed
QT
95
Quantbot Technologies
New York
– -$6.62K -921 Closed
Federated Hermes
96
Federated Hermes
Pennsylvania
– -$2.57K -358 Closed
FWM
97
Focused Wealth Management
New York
– -$1.01K -140 Closed
OP
98
ORG Partners
Indiana
– -$826 -115 Closed
1 2 3
4

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.