Verra Mobility
VRRM
221 hedge funds and large institutions have $2.2B invested in Verra Mobility in 2022 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 76 increasing their positions, 81 reducing their positions, and 28 closing their positions.
56% more call options, than puts
Call options by funds: $7.79M | Put options by funds: $4.98M
43% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 28
4% more funds holding
Funds holding: 212 → 221 (+9)
1.9% more ownership
Funds ownership: 104.44% → 106.33% (+1.9%)
6% less repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 81
10% less capital invested
Capital invested by funds: $2.46B → $2.2B (-$255M)
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$37.1M |
| 2 |
TCM
Tran Capital Management
San Rafael,
California
|
+$25.3M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$24.4M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$16.5M |
| 5 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$50.3M |
| 2 |
SCM
Scopia Capital Management
New York
|
-$33.5M |
| 3 |
DPCM
Darlington Partners Capital Management
Greenbrae,
California
|
-$26.2M |
| 4 |
CPM
Crescent Park Management
East Palo Alto,
California
|
-$15.1M |
| 5 |
Two Sigma Investments
New York
|
-$14.2M |
VRRM Hedge Fund Activity: Q4 2022 in Review
221 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Verra Mobility (VRRM) for Q4 2022, worth a combined $2.2B — down 10% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new VRRM positions and 28 closed out — a net gain of 12 holders — while 76 added to existing stakes and 81 trimmed.
The largest buyer was Invesco, adding an estimated $37.1M. The largest seller was Fidelity Investments, cutting an estimated $50.3M.
- 221 institutional investors held Verra Mobility (VRRM) as of Q4 2022, up from 212 in Q3 2022.
- Funds reported $2.2B of Verra Mobility stock for Q4 2022, down 10% quarter-over-quarter.
- 40 funds opened new Verra Mobility positions in Q4 2022 and 28 closed out, a net change of +12 holders.
- The largest Verra Mobility buyer in Q4 2022 was Invesco, an estimated $37.1M added.
- The largest Verra Mobility seller in Q4 2022 was Fidelity Investments, an estimated $50.3M sold.
Based on aggregated 13F filings for Q4 2022.