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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
Morgan Stanley
1
Morgan Stanley
New York
$2.74M -$1.48M -136,281 -26%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.54M +$10.7K +985 +0.3%
BlackRock
3
BlackRock
New York
$845K -$59.7K -5,481 -4%
PA
4
Perceptive Advisors
New York
$784K +$1.09M +100,000 +1,113%
Millennium Management
5
Millennium Management
New York
$601K -$155K -14,239 -15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$432K +$61.8K +5,676 +10%
William Blair & Company
7
William Blair & Company
Illinois
$237K +$10.9K +1,000 +3%
State Street
8
State Street
Massachusetts
$156K
Bank of America
9
Bank of America
North Carolina
$111K +$28.5K +2,621 +20%
LFAS
10
Level Four Advisory Services
Texas
$89.5K
Northern Trust
11
Northern Trust
Illinois
$84.1K +$24.9K +2,283 +24%
LPL Financial
12
LPL Financial
California
$68.8K +$31.1K +2,852 +42%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$68.6K -$148K -13,627 -59%
HighTower Advisors
14
HighTower Advisors
Illinois
$63K -$936 -86 -0.9%
KPWS
15
Kestra Private Wealth Services
Texas
$45.8K
SWM
16
Segment Wealth Management
Texas
$43.1K +$21.8K +2,000 +50%
MCM
17
Mendel Capital Management
Arkansas
$43K
IP
18
Ignite Planners
California
$38.4K
Mariner
19
Mariner
Kansas
$22.2K -$12.7K -1,166 -27%
TSS
20
Two Sigma Securities
New York
$22.1K -$34.6K -3,174 -51%
EGM
21
Engineers Gate Manager
New York
$20.4K -$1.08K -99 -3%
OC
22
Oppenheimer & Co
New York
$20.4K +$4.9K +450 +19%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$19K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$18.2K -$2.83K -260 -9%
ACP
25
Aveo Capital Partners
Colorado
$18K

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.