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Veritex Holdings

204 hedge funds and large institutions have $844M invested in Veritex Holdings in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
204
Holders Change
-7
Holders Change %
-3.32%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
78
Reduced
76
Closed
19
Calls
$109K
Puts
$34K
Net Calls
+$75K
Net Calls Change
-$235K
Name Holding Trade Value Shares
Change
Shares
Change %
CAS
176
Coppell Advisory Solutions
Texas
$41.4K +$41.4K +1,476 New
Osaic Holdings
177
Osaic Holdings
Arizona
$40.9K -$93.4K -5,203 -70%
KBC Group
178
KBC Group
Belgium
$40K -$32.3K -1,783 -45%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$39.9K
Point72 Asset Management
180
Point72 Asset Management
Connecticut
$36.8K +$25.5K +1,421 +226%
SOW
181
State of Wyoming
Wyoming
$32.5K +$9.05K +504 +39%
QL
182
Quarry LP
New York
$20.3K +$10.1K +565 +100%
Mitsubishi UFJ Asset Management
183
Mitsubishi UFJ Asset Management
Japan
$7.63K +$7.63K +425 New
PFBT
184
Parkside Financial Bank & Trust
Missouri
$4.74K -$16.8K -937 -78%
EWA
185
EverSource Wealth Advisors
Alabama
$4.4K +$503 +28 +13%
QCG
186
Quadrant Capital Group
Ohio
$4.22K -$1.33K -74 -24%
GKIM
187
GW&K Investment Management
Massachusetts
$4K -$15.3M -842,941 -100%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.34K +72 +50%
S
189
SignatureFD
Georgia
$3.99K
MPWT
190
MassMutual Private Wealth & Trust
Connecticut
$3.39K
Bessemer Group
191
Bessemer Group
New Jersey
$3K -$1.26K -63 -30%
CAL
192
Capital Advisors Ltd
Ohio
$2K
VCM
193
Versant Capital Management
Arizona
$1.51K +$287 +16 +24%
GWS
194
Glassman Wealth Services
Virginia
$1.4K
LC
195
Lindbrook Capital
California
$1.22K
GI
196
Gradient Investments
Minnesota
$1.01K
C
197
Covestor
United Kingdom
$1K -$400 -30 -29%
AF
198
Allworth Financial
California
$952 +$952 +53 New
FMII
199
Farmers & Merchants Investments Inc
Nebraska
$700
RFG
200
RFP Financial Group
Georgia
$700