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VBTX

Veritex Holdings
VBTX

Delisted

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

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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: 152 → 170 (+18)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$14.5M
2
SAM
Silvercrest Asset Management
New York
+$12.1M
3
ECA
Endeavour Capital Advisors
Connecticut
+$10.7M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
+$10.2M
5
Brown Advisory
Brown Advisory
Maryland
+$9.76M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$24M
2
Goldman Sachs
Goldman Sachs
New York
-$19.5M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$10.6M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$7.8M
5
BFC
Banc Funds Company
Illinois
-$6.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
151
Capital Asset Advisory Services
Michigan
$15K +$12.6K +573 New
HCP
152
Hexagon Capital Partners
Arkansas
$14K – – –
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$9K +$7.94K +361 New
SWA
154
Sutton Wealth Advisors
Florida
$7.7K – – –
MAM
155
Meeder Asset Management
Ohio
$7K +$2.64K +120 +88%
SPIA
156
Steward Partners Investment Advisory
New York
$7K +$6.16K +280 New
S
157
SignatureFD
Georgia
$6K – – –
PFBT
158
Parkside Financial Bank & Trust
Missouri
$4K +$2.07K +94 +127%
VCG
159
Vantage Consulting Group
Virginia
$4K +$3.23K +147 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$3K – – –
GAM
161
Gemmer Asset Management
California
$3K – – –
TWA
162
TCI Wealth Advisors
Arizona
$3K – – –
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$3K +$1.74K +79 +122%
IAIM
164
International Assets Investment Management
Florida
$3K +$2.2K +100 New
LC
165
Lindbrook Capital
California
$2K – – –
FPS
166
Fieldpoint Private Securities
Connecticut
$2K +$1.54K +70 New
HGWM
167
Harvest Group Wealth Management
Massachusetts
$1K – – –
TFO
168
Tarbox Family Office
California
$1K – – –
AIG
169
American International Group
New York
$825 -$17.5K -797 -2%
Janus Henderson Group
170
Janus Henderson Group
United Kingdom
– -$10.6M -619,854 Closed
Assenagon Asset Management
171
Assenagon Asset Management
Luxembourg
– -$7.8M -458,218 Closed
EC
172
EJF Capital
Virginia
– -$2.1M -123,260 Closed
MCM
173
Maltese Capital Management
New York
– -$1.53M -90,062 Closed
Voloridge Investment Management
174
Voloridge Investment Management
Florida
– -$1M -58,955 Closed
PRCP
175
Pacific Ridge Capital Partners
Oregon
– -$528K -30,985 Closed
4 5 6
7
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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.