Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VERONA PHARMA PLC (VRNA)

0 + Investors. Track Smart Money conviction in VRNA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -45
Streak
1Q ▼
Buyers last Q
41%

Smart Money Signals — VRNA

Based on 237 hedge funds · latest filing: 2025 Q3 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their VRNA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
237 funds currently hold this stock — 84% of the 3.0-year high of 282 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +60% more funds vs a year ago

fund count last 6Q
+89 new funds entered over the past year (+60% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 41% buying

144 buying210 selling
Last quarter: 210 funds reduced or exited vs 144 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+24 vs last Q)

new funds entering per quarter
Funds opening a new VRNA position: 53 → 79 → 64 → 88. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
💰

Price up while funds trimmed (+226% value, -3% shares)

Value
+225%
Shares
-2%
Last quarter: total value of institutional VRNA holdings rose +226% even though funds reduced share count by 3%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

46 → 53 → 79 → 64 → 88 new funds/Q
New funds entering each quarter: 53 → 79 → 64 → 88. A growing number of institutions are discovering VRNA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VRNA

How many hedge funds hold VRNA — quarterly history vs. share price
Quarterly hedge fund ownership of VRNA vs. share price

Market Analysis: VRNA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VRNA

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 12 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
6.1
/ 10
conviction
Hedge Fund Positioning: VRNA
2026 Q1 Stats Unlock in 21 days 0 + Investors

Track Smart Money conviction in VRNA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 0 255 -100.0%
13F Shares 0 78M -100.0%
Total Value $0 $248.34B -100.0%
New Positions 0 91 -91
Increased Positions 0 68 -68
Closed Positions 255 137 +118
Reduced Positions 0 107 -107
Total Calls 0 13 -100.0%
Total Puts 0 8 -100.0%
PUT/CALL Ratio 0.0 0.62 Bullish

Statistics: VRNA

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

0 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VRNA. Verified SEC 13F-HR filings.

Top 25 institutional holders of VRNA — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SYQUANT CAPITAL SAS 37.01% 1,208,312 $128.9M
2 Twin Securities, Inc. 26.58% 501,113 $53.5M
3 Vazirani Asset Management LLC 22.88% 60,000 $6.4M
4 Aisling Capital Management LP 14.39% 615,352 $65.7M
5 NEA Management Company, LLC 13.19% 2,252,994 $240.4M
6 OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 12.73% 1,106,260 $118.0M
7 Chicago Capital Management, LLC 12.37% 129,600 $13.8M
8 Vivo Capital, LLC 11.97% 1,393,432 $148.7M
9 KRYGER CAPITAL Ltd 11.86% 962,341 $102.7M
10 GLAZER CAPITAL, LLC 11.48% 3,205,878 $342.1M
11 Taconic Capital Advisors LP 10.86% 232,930 $24.9M
12 Frazier Life Sciences Management, L.P. 10.82% 3,383,950 $361.1M
13 HARVEST MANAGEMENT LLC 9.55% 207,000 $22.1M
14 ALPINE ASSOCIATES MANAGEMENT INC. 7.45% 1,157,050 $123.5M
15 Birnam Oak Advisors, LP 6.80% 277,604 $29.6M
16 Artia Global Partners LP 6.41% 379,004 $40.4M
17 First Trust Capital Management L.P. 6.26% 909,123 $97.0M
18 DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 5.87% 3,271,623 $349.1M
19 Affinity Asset Advisors, LLC 5.81% 625,000 $66.7M
20 Absolute Gestao de Investimentos Ltda. 5.74% 413,432 $44.1M
21 Slotnik Capital, LLC 5.70% 170,834 $18.2M
22 NEXPOINT ASSET MANAGEMENT, L.P. 5.42% 584,601 $62.4M
23 FNY Investment Advisers, LLC 5.08% 148,120 $15.8M
24 HBK INVESTMENTS L P 4.99% 4,263,576 $455.0M
25 GABELLI & Co INVESTMENT ADVISERS, INC. 4.54% 265,266 $28.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VERONA PHARMA PLC (VRNA)

What does the Smart Money Trend signal show for VRNA?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their VRNA positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for VRNA?

More sellers than buyers — 41% buying: Last quarter: 210 funds reduced or exited vs 144 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.