VBTX icon

Veritex Holdings
VBTX

Overview Fund Activity

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

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$18.5M
2
Millennium Management
Millennium Management
New York
$17.4M
3
First Trust Advisors
First Trust Advisors
Illinois
$12.3M
4
Morgan Stanley
Morgan Stanley
New York
$13.9M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$70.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.8M
2
PCM
Peregrine Capital Management
Minnesota
$0
3
ClearBridge Investments
ClearBridge Investments
New York
$574K
4
ZCM
Ziegler Capital Management
Illinois
$0
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
201
TFO Wealth Partners
Ohio
$18 -$5.38K -299 -100%
HNB
202
Huntington National Bank
Ohio
$18 – – –
PCM
203
Peregrine Capital Management
Minnesota
– -$10.7M -382,301 Closed
ZCM
204
Ziegler Capital Management
Illinois
– -$8.94M -318,488 Closed
SAM
205
Silvercrest Asset Management
New York
– -$7.19M -256,031 Closed
CIM
206
Confluence Investment Management
Missouri
– -$4.53M -161,165 Closed
Renaissance Technologies
207
Renaissance Technologies
New York
– -$3.1M -110,223 Closed
PI
208
Putnam Investments
Massachusetts
– -$3.07M -109,326 Closed
BGIM
209
Brandywine Global Investment Management
Pennsylvania
– -$2.42M -86,105 Closed
MC
210
Mount Capital
United Kingdom
– -$2.03M -72,316 Closed
Los Angeles Capital Management
211
Los Angeles Capital Management
California
– -$1.5M -53,321 Closed
ADIM
212
Alpha DNA Investment Management
Maryland
– -$1.02M -36,150 Closed
DIA
213
Dana Investment Advisors
Wisconsin
– -$691K -24,607 Closed
Connor, Clark & Lunn Investment Management (CC&L)
214
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$643K -22,914 Closed
FRM
215
Fox Run Management
Connecticut
– -$586K -20,858 Closed
M1FG
216
Mach-1 Financial Group
Arkansas
– -$512K -18,229 Closed
AWM
217
AE Wealth Management
Kansas
– -$510K -18,163 Closed
AWS
218
Atria Wealth Solutions
New York
– -$423K -15,062 Closed
Allianz Asset Management
219
Allianz Asset Management
Germany
– -$410K -14,600 Closed
LPL Financial
220
LPL Financial
California
– -$385K -13,723 Closed
PNC
221
Park National Corp
Ohio
– -$277K -9,875 Closed
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
– -$277K -9,865 Closed
Teacher Retirement System of Texas
223
Teacher Retirement System of Texas
Texas
– -$259K -9,221 Closed
SSA
224
Schonfeld Strategic Advisors
New York
– -$240K -8,545 Closed
CMI
225
Clare Market Investments
Texas
– -$236K -8,401 Closed
6 7 8
9
10