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Veritex Holdings
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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.

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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$14.8M
2
PCM
2
Peregrine Capital Management
Minnesota
$0
3
ClearBridge Investments
3
ClearBridge Investments
New York
$574K
4
ZCM
4
Ziegler Capital Management
Illinois
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$3.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$145M +$3.34M +182,930 +2%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$70.2M +$5.12M +280,608 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$69.1M +$1.76M +96,294 +3%
State Street
4
State Street
Massachusetts
$49M +$4.19M +229,258 +9%
American Century Companies
5
American Century Companies
Missouri
$43.4M +$2M +109,477 +5%
WHG
6
Westwood Holdings Group
Texas
$34.8M -$1.82M -99,788 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$34.3M +$4.27M +233,878 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$19.9M +$881K +48,231 +5%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$18.5M +$12.7M +696,629 +219%
Millennium Management
10
Millennium Management
New York
$17.4M +$10.6M +582,751 +157%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$15.8M -$2.51M -137,303 -14%
GKIM
12
GW&K Investment Management
Massachusetts
$15.6M -$5.03M -275,732 -24%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$14.8M -$15M -824,232 -50%
ACB
14
Aristotle Capital Boston
Massachusetts
$14.2M -$60.8K -3,328 -0.4%
Morgan Stanley
15
Morgan Stanley
New York
$13.9M +$5.37M +294,250 +63%
Boston Partners
16
Boston Partners
Massachusetts
$12.4M -$117K -6,477 -0.9%
First Trust Advisors
17
First Trust Advisors
Illinois
$12.3M +$9.98M +546,362 +429%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$11.7M -$379K -20,738 -3%
Northern Trust
19
Northern Trust
Illinois
$11.5M -$438K -23,965 -4%
AWE
20
Avidian Wealth Enterprises
Texas
$10.1M +$448K +24,536 +5%
FCM
21
FJ Capital Management
Virginia
$9.68M -$6.5M -355,823 -40%
Goldman Sachs
22
Goldman Sachs
New York
$9.48M +$2.15M +117,672 +29%
CRC
23
Curi RMB Capital
Illinois
$8.93M +$55.2K +3,022 +0.6%
Charles Schwab
24
Charles Schwab
California
$7.93M +$615K +33,672 +8%
First Manhattan
25
First Manhattan
New York
$7.02M -$687K -37,599 -9%
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