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Varonis Systems

352 hedge funds and large institutions have $5.17B invested in Varonis Systems in 2024 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 135 increasing their positions, 99 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

787% more call options, than puts

Call options by funds: $91.9M | Put options by funds: $10.4M

36% more repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 99

36% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 53

4% more funds holding

Funds holding: 337352 (+15)

3.81% more ownership

Funds ownership: 99.57%103.38% (+3.8%)

18% less capital invested

Capital invested by funds: $6.31B → $5.17B (-$1.14B)

90% less funds holding in top 10

Funds holding in top 10: 101 (-9)

Holders
352
Holders Change
+15
Holders Change %
+4.45%
% of All Funds
4.64%
Holding in Top 10
1
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-90%
% of All Funds
0.01%
New
72
Increased
135
Reduced
99
Closed
53
Calls
$91.9M
Puts
$10.4M
Net Calls
+$81.5M
Net Calls Change
+$6.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$544M +$10M +193,210 +2%
BlackRock
2
BlackRock
New York
$521M +$1.34M +25,719 +0.2%
Goldman Sachs
3
Goldman Sachs
New York
$144M +$72.9M +1,402,437 +76%
State Street
4
State Street
Massachusetts
$125M +$6.26M +120,361 +4%
Macquarie Group
5
Macquarie Group
Australia
$121M -$26.2M -504,509 -16%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$116M -$2.96M -56,896 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$116M -$42.4K -816 -0%
ClearBridge Investments
8
ClearBridge Investments
New York
$114M -$24.6M -473,531 -16%
First Trust Advisors
9
First Trust Advisors
Illinois
$111M +$5.91M +113,573 +5%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$102M +$2.76M +52,971 +2%
Pictet Asset Management
11
Pictet Asset Management
Switzerland
$102M +$1.55M +29,852 +1%
SEP
12
Soma Equity Partners
California
$99M -$5.72M -109,887 -5%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$97.4M +$13.3M +256,303 +13%
HRCM
14
Hood River Capital Management
Florida
$94.1M +$12.1M +231,998 +12%
Ameriprise
15
Ameriprise
Minnesota
$86.8M +$22.4M +431,306 +28%
RC
16
RGM Capital
Florida
$82.6M +$15.7M +301,614 +19%
Principal Financial Group
17
Principal Financial Group
Iowa
$74.9M -$5.14M -98,768 -6%
Morgan Stanley
18
Morgan Stanley
New York
$67.7M +$12M +230,511 +18%
Millennium Management
19
Millennium Management
New York
$63.2M +$46.3M +889,891 +167%
SIMG
20
Stephens Investment Management Group
Texas
$62.1M -$315K -6,066 -0.4%
Two Sigma Advisers
21
Two Sigma Advisers
New York
$61.3M +$28.1M +541,000 +64%
Deutsche Bank
22
Deutsche Bank
Germany
$59.5M +$32.2M +619,936 +86%
Two Sigma Investments
23
Two Sigma Investments
New York
$58.2M +$14.5M +278,070 +27%
Norges Bank
24
Norges Bank
Norway
$56.6M +$8.3M +159,618 +14%
JP Morgan Chase
25
JP Morgan Chase
New York
$55.8M +$6.5M +124,908 +11%

VRNS Hedge Fund Activity: Q4 2024 in Review

352 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Varonis Systems (VRNS) for Q4 2024, worth a combined $5.17B — down 18% from $6.31B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new VRNS positions and 53 closed out — a net gain of 19 holders — while 135 added to existing stakes and 99 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $72.9M. The largest seller was Lord, Abbett & Co, cutting an estimated $83.6M.

  • 352 institutional investors held Varonis Systems (VRNS) as of Q4 2024, up from 337 in Q3 2024.
  • Funds reported $5.17B of Varonis Systems stock for Q4 2024, down 18% quarter-over-quarter.
  • 72 funds opened new Varonis Systems positions in Q4 2024 and 53 closed out, a net change of +19 holders.
  • The largest Varonis Systems buyer in Q4 2024 was Goldman Sachs, an estimated $72.9M added.
  • The largest Varonis Systems seller in Q4 2024 was Lord, Abbett & Co, an estimated $83.6M sold.

Based on aggregated 13F filings for Q4 2024.