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Veritex Holdings

204 hedge funds and large institutions have $862M invested in Veritex Holdings in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 70 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-19
Holders Change %
-8.52%
% of All Funds
3.27%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
24
Increased
81
Reduced
70
Closed
41
Calls
$211K
Puts
$1.27M
Net Calls
-$1.05M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
176
Parkside Financial Bank & Trust
Missouri
$14.9K +$840 +46 +6%
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$14K -$5.28K -295 -27%
BAM
178
Belpointe Asset Management
Nevada
$12.6K +$10.8K +590 +590%
QCG
179
Quadrant Capital Group
Ohio
$11.7K +$4.95K +271 +73%
FCA
180
FinTrust Capital Advisors
South Carolina
$8.42K
Bessemer Group
181
Bessemer Group
New Jersey
$8K -$72.1K -3,873 -90%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$6.35K +$2.16K +118 +51%
FHA
183
First Horizon Advisors
Tennessee
$6.34K -$1.84K -101 -23%
S
184
SignatureFD
Georgia
$4.05K
US Bancorp
185
US Bancorp
Minnesota
$3.27K
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$3.25K +$2.98K +163 +1,087%
PPC
187
Park Place Capital
Alabama
$2.63K
TWA
188
TCI Wealth Advisors
Arizona
$2.47K -$4.4K -241 -64%
PTC
189
Private Trust Company
Ohio
$2.19K -$5.48K -300 -71%
VCM
190
Versant Capital Management
Arizona
$1.24K
LC
191
Lindbrook Capital
California
$1.24K
CAL
192
Capital Advisors Ltd
Ohio
$1K +$1K +35 New
RFG
193
RFP Financial Group
Georgia
$712
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$712 +$55 +3 +8%
AAP
195
Arax Advisory Partners
Colorado
$494 -$183 -10 -27%
Commonwealth Equity Services
196
Commonwealth Equity Services
Massachusetts
$397 +$70 +3,836 +21%
ECM
197
Everence Capital Management
Indiana
$238
DI
198
Disciplined Investments
Oklahoma
$73 +$37 +2 +100%
JWA
199
JFS Wealth Advisors
Pennsylvania
$19 -$209 -11 -92%
SIC
200
SJS Investment Consulting
Ohio
$19 -$95 -5 -83%