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Vera Bradley

97 hedge funds and large institutions have $281M invested in Vera Bradley in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 32 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 32

13% less funds holding

Funds holding: 11197 (-14)

21% less call options, than puts

Call options by funds: $4.53M | Put options by funds: $5.76M

36% less capital invested

Capital invested by funds: $440M → $281M (-$159M)

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

Holders
97
Holders Change
-14
Holders Change %
-12.61%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
39
Reduced
32
Closed
24
Calls
$4.53M
Puts
$5.76M
Net Calls
-$1.24M
Net Calls Change
-$3.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$62.8M +$20.4M +1,506,908 +37%
DCM
2
Daruma Capital Management
New York
$41.3M +$1.21M +89,455 +3%
TSW
3
Thompson Siegel & Walmsley
Virginia
$22.9M +$4.28M +315,824 +18%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.9M -$97.7K -7,212 -0.5%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$13.8M -$586K -43,251 -3%
Renaissance Technologies
6
Renaissance Technologies
New York
$13.6M +$10.7M +790,700 +191%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$11.3M -$2.21M -163,488 -14%
Norges Bank
8
Norges Bank
Norway
$7.37M
RA
9
Royce & Associates
New York
$6.82M -$1.31M -96,837 -14%
BA
10
BlackRock Advisors
Delaware
$6.49M -$4.7M -346,691 -38%
BFA
11
BlackRock Fund Advisors
California
$6.08M -$332K -24,489 -4%
BIT
12
BlackRock Institutional Trust
California
$5.73M -$1.02M -74,941 -13%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$4.42M +$2.95M +218,000 +124%
PCA
14
Personal Capital Advisors
California
$3.99M +$1.4M +103,102 +43%
State Street
15
State Street
Massachusetts
$3.88M -$8.37K -618 -0.2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$3.62M +$478K +35,316 +12%
Northern Trust
17
Northern Trust
Illinois
$3.05M -$380K -28,060 -9%
Barrow, Hanley, Mewhinney & Strauss
18
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.81M +$1.62M +119,285 +92%
Two Sigma Investments
19
Two Sigma Investments
New York
$2.71M +$1.1M +81,042 +51%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$2.57M +$2.65M +195,307 +603%
TCM
21
Tieton Capital Management
Washington
$2.5M -$64.9K -4,790 -2%
Citadel Advisors
22
Citadel Advisors
Florida
$2.5M +$2.47M +182,583 +469%
Deutsche Bank
23
Deutsche Bank
Germany
$2.41M -$1.03M -75,935 -26%
Morgan Stanley
24
Morgan Stanley
New York
$2.11M +$1.03M +76,138 +69%
Ameriprise
25
Ameriprise
Minnesota
$1.93M +$2.13M +157,100 +1,106%

VRA Hedge Fund Activity: Q2 2015 in Review

97 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Vera Bradley (VRA) for Q2 2015, worth a combined $281M — down 36% from $440M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of VRA and 12 opened new positions — a net loss of 12 holders — while 32 trimmed existing stakes and 39 added.

The largest buyer was Fidelity Investments, adding an estimated $20.4M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $17.8M sold.

  • 97 institutional investors held Vera Bradley (VRA) as of Q2 2015, down from 111 in Q1 2015.
  • Funds reported $281M of Vera Bradley stock for Q2 2015, down 36% quarter-over-quarter.
  • 12 funds opened new Vera Bradley positions in Q2 2015 and 24 closed out, a net change of -12 holders.
  • The largest Vera Bradley buyer in Q2 2015 was Fidelity Investments, an estimated $20.4M added.
  • The largest Vera Bradley seller in Q2 2015 was Cramer Rosenthal McGlynn, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2015.