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VBTX

Veritex Holdings

Delisted

VBTX was delisted on the 17th of October, 2025.

170 hedge funds and large institutions have $1.04B invested in Veritex Holdings in 2020 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 64 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

50% more capital invested

Capital invested by funds: $691M → $1.04B (+$348M)

12% more funds holding

Funds holding: 152170 (+18)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.6% less ownership

Funds ownership: 82.16%81.56% (-0.6%)

22% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 64

Holders
170
Holders Change
+18
Holders Change %
+11.84%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
50
Reduced
64
Closed
7
Calls
$1.01M
Puts
Net Calls
+$1.01M
Net Calls Change
+$996K
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$9.79M -$1.37M -62,332 -14%
FHC
27
Forest Hill Capital
Arkansas
$9.65M -$329K -14,957 -4%
SCA
28
Stieven Capital Advisors
Missouri
$9.38M -$3.5M -159,100 -30%
KCM
29
Kennedy Capital Management
Missouri
$8.96M -$2.73M -124,121 -26%
Charles Schwab
30
Charles Schwab
California
$8.31M +$158K +7,175 +2%
WCM
31
Wedge Capital Management
North Carolina
$7.98M -$1.03M -46,773 -13%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$6.82M +$4.5M +204,839 +337%
SEI Investments
33
SEI Investments
Pennsylvania
$6.54M +$2.11M +96,058 +60%
BCM
34
Bridgeway Capital Management
Texas
$5.96M
Ameriprise
35
Ameriprise
Minnesota
$5.82M -$300K -13,657 -6%
JP Morgan Chase
36
JP Morgan Chase
New York
$5.71M -$152K -6,898 -3%
N
37
Nuveen
North Carolina
$5.68M -$58.9K -2,679 -1%
MFIMFI
38
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.64M +$4.84M +219,955 New
CIM
39
Confluence Investment Management
Missouri
$5.33M -$154K -7,018 -3%
TCM
40
Tieton Capital Management
Washington
$5.01M -$120K -5,467 -3%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$4.28M +$262K +11,894 +8%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$4.27M +$717K +32,584 +24%
Comerica Bank
43
Comerica Bank
Texas
$4.12M -$54.7K -2,487 -2%
Morgan Stanley
44
Morgan Stanley
New York
$4M +$703K +31,983 +26%
PPA
45
Parametric Portfolio Associates
Washington
$3.9M +$408K +18,560 +14%
Invesco
46
Invesco
Georgia
$3.86M +$431K +19,577 +15%
Legal & General Group
47
Legal & General Group
United Kingdom
$3.71M +$6.46K +294 +0.2%
Prudential Financial
48
Prudential Financial
New Jersey
$3.39M -$129K -5,860 -4%
CFB
49
Cullen/Frost Bankers
Texas
$3.35M -$2.88M -130,745 -50%
Bank of America
50
Bank of America
North Carolina
$3.1M +$419K +19,047 +19%

VBTX Hedge Fund Activity: Q4 2020 in Review

170 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q4 2020, worth a combined $1.04B — up 50% from $691M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VBTX positions and 7 closed out — a net gain of 18 holders — while 50 added to existing stakes and 64 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $14.5M. The largest seller was Wellington Management Group, cutting an estimated $24M.

  • 170 institutional investors held Veritex Holdings (VBTX) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $1.04B of Veritex Holdings stock for Q4 2020, up 50% quarter-over-quarter.
  • 25 funds opened new Veritex Holdings positions in Q4 2020 and 7 closed out, a net change of +18 holders.
  • The largest Veritex Holdings buyer in Q4 2020 was Schroder Investment Management Group, an estimated $14.5M added.
  • The largest Veritex Holdings seller in Q4 2020 was Wellington Management Group, an estimated $24M sold.

Based on aggregated 13F filings for Q4 2020.