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VBTX

Veritex Holdings
VBTX

Delisted

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

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152 hedge funds and large institutions have $691M invested in Veritex Holdings in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.17% more ownership

Funds ownership: 79.99% → 82.16% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

2% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 53

3% less capital invested

Capital invested by funds: $713M → $691M (-$22M)

3% less funds holding

Funds holding: 156 → 152 (-4)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
152
Holders Change
-4
Holders Change %
-2.56%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
52
Reduced
53
Closed
14
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
-$22K

Top Buyers

Rank Fund Capital Flow
1
FCM
FJ Capital Management
Virginia
+$5.71M
2
AWE
Avidian Wealth Enterprises
Texas
+$5.39M
3
LSV Asset Management
LSV Asset Management
Illinois
+$3.36M
4
ICOM
Investment Counselors of Maryland
Maryland
+$2.41M
5
IC
Inscription Capital
Texas
+$1.78M

Top Sellers

Rank Fund Capital Flow
1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$4.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$4.34M
3
State Street
State Street
Massachusetts
-$2.94M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.16M
5
Victory Capital Management
Victory Capital Management
Texas
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rafferty Asset Management
126
Rafferty Asset Management
New York
$187K -$92.8K -5,367 -33%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$180K – – –
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$124K – – –
Citigroup
129
Citigroup
New York
$105K -$374K -21,626 -78%
MOACM
130
Mutual of America Capital Management
New York
$102K +$64.8K +3,746 +167%
GWM
131
Geneos Wealth Management
Colorado
$86K – – –
AIP
132
Ameritas Investment Partners
Nebraska
$77K – – –
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$71K -$43K -2,488 -40%
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$36K -$7.75K -448 -18%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$34K +$34.6K +2,000 New
CAPTRUST Financial Advisors
136
CAPTRUST Financial Advisors
North Carolina
$31K – – –
VCM
137
Versant Capital Management
Arizona
$19K -$1.11K -64 -5%
TRCT
138
Tower Research Capital (TRC)
New York
$17K -$80.1K -4,629 -82%
ASN
139
Advisory Services Network
Georgia
$16K +$16.4K +949 New
HCP
140
Hexagon Capital Partners
Arkansas
$11K +$9.62K +556 New
SWA
141
Sutton Wealth Advisors
Florida
$5.11K – – –
Millennium Management
142
Millennium Management
New York
$4.18K +$1.41M +81,587 +50%
S
143
SignatureFD
Georgia
$4K – – –
GAM
144
Gemmer Asset Management
California
$2K – – –
MAM
145
Meeder Asset Management
Ohio
$2K – – –
TWA
146
TCI Wealth Advisors
Arizona
$2K – – –
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$2K +$2.08K +120 New
HGWM
148
Harvest Group Wealth Management
Massachusetts
$1K – – –
LC
149
Lindbrook Capital
California
$1K – – –
PFBT
150
Parkside Financial Bank & Trust
Missouri
$1K – – –
3 4 5
6
7

VBTX Hedge Fund Activity: Q3 2020 in Review

152 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q3 2020, worth a combined $691M — down 3.1% from $713M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of VBTX and 10 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 52 added.

The largest buyer was FJ Capital Management, adding an estimated $5.71M. The largest seller was Janus Henderson Group, cutting an estimated $4.6M.

  • 152 institutional investors held Veritex Holdings (VBTX) as of Q3 2020, down from 156 in Q2 2020.
  • Funds reported $691M of Veritex Holdings stock for Q3 2020, down 3.1% quarter-over-quarter.
  • 10 funds opened new Veritex Holdings positions in Q3 2020 and 14 closed out, a net change of -4 holders.
  • The largest Veritex Holdings buyer in Q3 2020 was FJ Capital Management, an estimated $5.71M added.
  • The largest Veritex Holdings seller in Q3 2020 was Janus Henderson Group, an estimated $4.6M sold.

Based on aggregated 13F filings for Q3 2020.