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Asset Manager ← All Institutions

Verition Fund Management LLC

Q2 2025 · Filed 2025-08-14
Market Value
$16.2B
-1.8%
Holdings
2,911
+129
New Purchases
478
Added To
1,166
Closed
281
Reduced
951
Top 10 Concentration
9.4%
Turnover
26.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LQD 2.11% 0.01% +2.11% $343M
QQQ 0.61% 0.10% +0.52% $100M
SPY 1.26% 0.75% +0.51% $205M
HYG 0.49% 0.05% +0.44% $80M
CG 0.43% 0.00% +0.43% $70M
VCIT 0.34% 0.00% +0.34% $56M
CINF 0.38% 0.07% +0.30% $61M
BRO 0.33% 0.04% +0.29% $54M
FE 0.30% 0.02% +0.28% $49M
CHD 0.29% 0.02% +0.27% $47M
LBRDK 0.40% 0.15% +0.25% $65M
IBIT 0.47% 0.23% +0.24% $76M
MU 0.25% 0.01% +0.23% $40M
EQNR 0.23% 0.01% +0.22% $37M
WEC 0.35% 0.13% +0.22% $56M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 0.00% 7.07% -7.07% $0
AMZN 0.48% 2.94% -2.46% $78M
NVDA 2.08% 4.01% -1.92% $339M
MSFT 0.56% 1.66% -1.10% $91M
AEE 0.01% 0.43% -0.42% $942K
ED 0.08% 0.41% -0.33% $13M
ETR 0.21% 0.50% -0.29% $34M
PPL 0.03% 0.28% -0.25% $4M
ITCI 0.00% 0.24% -0.24% $0
SPOT 0.01% 0.24% -0.23% $981K
PTVE 0.00% 0.23% -0.23% $0
XOM 0.07% 0.29% -0.22% $11M
URBN 0.09% 0.31% -0.22% $14M
V 0.04% 0.26% -0.22% $6M
AEP 0.12% 0.33% -0.21% $19M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 68 $1.8B 11.2%
Large Cap 829 $8.4B 51.7%
Mid Cap 973 $4.7B 29.1%
Small Cap 839 $1.2B 7.3%
Micro Cap 202 $114M 0.7%

Portfolio Analytics

Avg Market Cap
$33.6B
Median Market Cap
$4.0B
Avg P/E
33.4
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
2,839
# ETFs / Funds
72

Top Holdings (2,911 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LQD 2.11% 3,133,000 $343M $109.61 $342M +3,122,564 +29921.1%
2 NVDA 2.08% 2,142,684 $339M $157.99 -$324M -3,974,718 -65.0%
3 SPY 1.26% 331,508 $205M $617.85 $81M +109,715 +49.5%
4 QQQ 0.61% 180,555 $100M $551.64 $83M +146,193 +425.4%
5 MSFT 0.56% 183,415 $91M $497.41 -$183M -547,474 -74.9%
6 AON 0.56% 253,876 $91M $356.76 -$7M +9,803 +4.0%
7 BPOP 0.55% 814,390 $90M $110.21 -$9M -252,361 -23.7%
8 HIG 0.54% 696,892 $88M $126.87 $3M +7,099 +1.0%
9 ALL 0.54% 434,319 $87M $201.31 -$7M -21,780 -4.8%
10 TRV 0.53% 322,284 $86M $267.54 -$10M -39,808 -11.0%
11 RNR 0.51% 342,257 $83M $242.90 $5M +18,149 +5.6%
12 HYG 0.49% 993,486 $80M $80.65 $71M +882,286 +793.4%
13 AMZN 0.48% 356,844 $78M $219.39 -$409M -2,202,990 -86.1%
14 IBIT 0.47% 1,243,739 $76M $61.21 $38M +433,940 +53.6%
15 CG 0.43% 1,369,376 $70M $51.40 $70M +1,359,580 +13878.9%
16 WSBC 0.42% 2,146,725 $68M $31.63 $18M +546,244 +34.1%
17 BEN 0.40% 2,740,203 $65M $23.85 $11M -58,961 -2.1%
18 LBRDK 0.40% 658,722 $65M $98.38 $40M +362,998 +122.8%
19 HES 0.38% 449,907 $62M $138.54 $26M +223,179 +98.4%
20 CINF 0.38% 409,365 $61M $148.92 $49M +326,401 +393.4%
21 WBS 0.35% 1,028,027 $56M $54.60 -$2M -91,564 -8.2%
22 WEC 0.35% 537,740 $56M $104.20 $35M +347,250 +182.3%
23 VCIT 0.34% 675,000 $56M $82.92 +675,000 NEW
24 BRO 0.33% 487,054 $54M $110.87 $47M +432,591 +794.3%
25 KO 0.33% 758,162 $54M $70.75 $18M +254,474 +50.5%
26 MA 0.32% 91,232 $51M $561.94 $32M +55,939 +158.5%
27 INDB 0.31% 804,118 $51M $62.88 $8M +132,188 +19.7%
28 K 0.30% 621,561 $49M $79.53 $11M +150,753 +32.0%
29 FE 0.30% 1,204,949 $49M $40.26 $45M +1,130,218 +1512.4%
30 FLR 0.29% 926,826 $48M $51.27 $35M +584,030 +170.4%
31 CHD 0.29% 488,214 $47M $96.11 $43M +455,314 +1383.9%
32 DRI 0.28% 211,523 $46M $217.97 $34M +151,256 +251.0%
33 ONB 0.27% 2,086,462 $45M $21.34 $21M +975,156 +87.8%
34 ASB 0.27% 1,798,198 $44M $24.39 -$5M -386,060 -17.7%
35 IWM 0.27% 202,137 $44M $215.79 $17M +66,788 +49.4%
36 CHWY 0.27% 1,018,976 $43M $42.62 $23M +382,611 +60.1%
37 SHEL 0.26% 605,494 $43M $70.41 -$4M -27,237 -4.3%
38 SJM 0.26% 433,347 $43M $98.20 $28M +313,635 +262.0%
39 CNP 0.26% 1,149,786 $42M $36.74 $17M +451,434 +64.6%
40 TFC 0.26% 980,543 $42M $42.99 $11M +219,360 +28.8%
41 FYBR 0.25% 1,135,312 $41M $36.40 $4M +88,071 +8.4%
42 BAC 0.25% 849,626 $40M $47.32 $19M +333,816 +64.7%
43 MU 0.25% 323,409 $40M $123.25 $38M +299,140 +1232.6%
44 AN 0.25% 200,549 $40M $198.65 $30M +139,382 +227.9%
45 BCC 0.24% 458,017 $40M $86.82 $7M +124,442 +37.3%
46 LLYVK 0.24% 489,503 $40M $81.16 $9M +43,198 +9.7%
47 NI 0.24% 975,096 $39M $40.34 $18M +447,468 +84.8%
48 PEG 0.24% 465,970 $39M $84.18 $33M +384,455 +471.6%
49 C 0.23% 447,908 $38M $85.12 $26M +271,385 +153.7%
50 GLNG 0.23% 923,532 $38M $41.19 $11M +220,656 +31.4%
51 FHN 0.23% 1,775,442 $38M $21.20 -$1M -228,391 -11.4%
52 DKS 0.23% 188,671 $37M $197.81 $10M +51,779 +37.8%
53 SO 0.23% 406,249 $37M $91.83 $29M +315,437 +347.4%
54 EQNR 0.23% 1,481,617 $37M $25.14 $36M +1,430,255 +2784.7%
55 ES 0.23% 585,436 $37M $63.62 $30M +471,640 +414.5%
56 DTE 0.23% 280,772 $37M $132.46 -$30M -205,095 -42.2%
57 TRGP 0.23% 212,699 $37M $174.08 $27M +164,273 +339.2%
58 RGLD 0.23% 207,418 $37M $177.84 -$21M -147,875 -41.6%
59 PRMB 0.23% 1,244,008 $37M $29.62 $18M +705,682 +131.1%
60 FBP 0.22% 1,735,982 $36M $20.83 $14M +588,624 +51.3%
61 MCD 0.22% 122,716 $36M $292.17 $28M +97,277 +382.4%
62 LULU 0.22% 150,791 $36M $237.58 $25M +112,768 +296.6%
63 FIVE 0.22% 272,746 $36M $131.18 $27M +162,166 +146.7%
64 HD 0.22% 97,005 $36M $366.64 -$8M -22,471 -18.8%
65 GTLS 0.22% 215,026 $35M $164.65 $6M +12,330 +6.1%
66 D 0.22% 626,262 $35M $56.52 $33M +586,501 +1475.1%
67 LBRDA 0.22% 361,523 $35M $97.82 $23M +212,912 +143.3%
68 SIGI 0.22% 407,838 $35M $86.65 -$27M -277,657 -40.5%
69 CELH 0.22% 758,347 $35M $46.39 $6M -64,037 -7.8%
70 PRIM 0.22% 451,219 $35M $77.94 $3M -110,956 -19.7%
71 TJX 0.22% 283,984 $35M $123.49 $27M +218,974 +336.8%
72 LDOS 0.21% 220,861 $35M $157.76 -$16M -152,511 -40.9%
73 SKX 0.21% 551,413 $35M $63.10 $15M +201,123 +57.4%
74 PCG 0.21% 2,468,442 $34M $13.94 $22M +1,717,260 +228.6%
75 MELI 0.21% 13,079 $34M $2,613.63 -$3M -5,834 -30.9%
76 ETR 0.21% 407,519 $34M $83.12 -$49M -562,866 -58.0%
77 GOOGL 0.21% 190,588 $34M $176.23 $17M +80,331 +72.9%
78 DAL 0.21% 677,553 $33M $49.18 $20M +380,049 +127.8%
79 TXNM 0.20% 583,526 $33M $56.32 $24M +418,484 +253.6%
80 ROST 0.20% 254,339 $32M $127.58 $5M +43,381 +20.6%
81 LNT 0.20% 535,474 $32M $60.47 $17M +290,966 +119.0%
82 WMT 0.20% 328,965 $32M $97.78 $6M +29,196 +9.7%
83 BA 0.20% 153,378 $32M $209.53 -$9M -89,012 -36.7%
84 DLTR 0.20% 324,010 $32M $99.04 $7M -10,882 -3.2%
85 RBLX 0.19% 297,698 $31M $105.20 $19M +94,338 +46.4%
86 KRE 0.19% 521,305 $31M $59.39 $7M +100,000 +23.7%
87 ACA 0.19% 355,996 $31M $86.71 $760K -34,409 -8.8%
88 DNB 0.19% 3,373,578 $31M $9.09 $4M +381,870 +12.8%
89 FNB 0.19% 2,102,809 $31M $14.58 $1M -84,242 -3.9%
90 USB 0.19% 669,191 $30M $45.25 -$17M -458,809 -40.7%
91 AZO 0.18% 7,942 $29M $3,712.23 $19M +5,303 +200.9%
92 CBSH 0.18% 472,081 $29M $62.17 $21M +341,196 +260.7%
93 PRU 0.18% 272,951 $29M $107.44 $27M +249,294 +1053.8%
94 HBAN 0.18% 1,748,791 $29M $16.76 $3M +633 +0.0%
95 UNP 0.18% 126,137 $29M $230.08 -$3M -10,276 -7.5%
96 RSG 0.18% 115,466 $28M $246.61 $16M +62,789 +119.2%
97 BRBR 0.17% 490,413 $28M $57.93 $20M +374,512 +323.1%
98 DIS 0.17% 228,487 $28M $124.01 $487K -53,653 -19.0%
99 INTU 0.17% 35,968 $28M $787.63 -$15M -34,864 -49.2%
100 ACM 0.17% 246,637 $28M $112.86 -$8M -138,920 -36.0%

Options Breakdown

389 Calls $2.3B Call Value 395 Puts $2.7B Put Value 1.18 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 709,500 $391M
XRT 1,500,000 $116M NEW
WBD 6,422,400 $74M NEW
IWM 253,600 $55M
SLV 1,612,400 $53M
EEM 1,048,000 $51M NEW
KWEB 1,400,000 $48M NEW
SMH 166,500 $46M
IEF 400,000 $38M
AAPL 148,900 $31M

Top Puts

SymbolSharesValueStatus
HYG 4,233,400 $341M
NVDA 2,059,600 $325M
QQQ 244,000 $135M NEW
EEM 2,238,400 $108M NEW
GDX 1,002,000 $52M NEW
SLV 1,571,800 $52M
SMH 173,400 $48M
KWEB 1,400,000 $48M NEW
AMZN 190,600 $42M
IWM 192,500 $42M

New Positions

SymbolValue% Port
VCIT $56M 0.34%
RNST $19M 0.11%
MUB $18M 0.11%
OR $16M 0.10%
LNW $15M 0.09%
INFY $14M 0.08%
NSA $13M 0.08%
CTVA $12M 0.07%
FULT $11M 0.07%
B $11M 0.07%
CCCXU $11M 0.07%
BEKE $11M 0.07%
CMS $11M 0.06%
TVAIU $10M 0.06%
GTEN $10M 0.06%

Sold Out Positions

SymbolValue% Port
ATKR —%
JHX —%
FN —%
REX —%
RGR —%
GKOS —%
PRSU —%
ODV —%
NBR —%
BUD —%
ABCB —%
CBU —%
BKE —%
KRO —%
NBXG —%
View SEC EDGAR Filings for Verition Fund Management LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms