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Veru
VERU

Overview Fund Activity

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
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

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$9.88M
2
PA
2
Perceptive Advisors
New York
$4.02M
3
OCA
3
Octagon Capital Advisors
New York
$2.74M
4
ACM
4
AIGH Capital Management
Maryland
$2.48M
5
AIC
5
AWM Investment Company
New York
$1.98M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$283K
2
IP
2
Ignite Planners
California
$0
3
Bank of America
3
Bank of America
North Carolina
$81.6K
4
Mariner
4
Mariner
Kansas
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$41K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
76
Baystate Wealth Management
Massachusetts
$1.08K – – –
MFT
77
Moisand Fitzgerald Tamayo
Florida
$1.01K +$1.01K +140 New
CG
78
Cutler Group
California
$1K – – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +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 -$720 -100 -50%
NMG
83
New Millennium Group
Utah
$720 – – –
TWC
84
TD Waterhouse Canada
Ontario, Canada
$703 – – –
IA
85
IFP Advisors
Florida
$216 – – –
Northwestern Mutual Wealth Management
86
Northwestern Mutual Wealth Management
Wisconsin
$72 +$72 +10 New
MSWM
87
McGlone Suttner Wealth Management
Wisconsin
$72 +$72 +10 New
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$66 – – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$29 -$529 -73 -95%
HNB
90
Huntington National Bank
Ohio
$1 -$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
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