Vault-13

VERADIGM INC MDRX

COM · Common Stock · CUSIP 01988P108

35 institutional holders -191 vs Q4 2023
12,543,48212.5m shares reported held*
$96.6mreported value*
12 new 7 added 7 reduced 200 sold out net sold ≈ $780.5m (-101.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $7.70. Options: 1 managers hold calls ($149.0k notional), 1 hold puts ($4.1m).

Trends to Q1 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 253Q4 22: 256Q1 23: 244Q2 23: 230Q3 23: 218Q4 23: 226Q1 24: 3535Q3 22Q1 23Q3 23Q1 24
Numbers
QuarterHolders
Q3 2022253
Q4 2022256
Q1 2023244
Q2 2023230
Q3 2023218
Q4 2023226
Q1 202435

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q4 22: 95 bought or addedQ4 22: 151 cut or sold outQ4 22Q1 23: 109 bought or addedQ1 23: 139 cut or sold outQ1 23Q2 23: 111 bought or addedQ2 23: 122 cut or sold outQ2 23Q3 23: 88 bought or addedQ3 23: 124 cut or sold outQ3 23Q4 23: 103 bought or addedQ4 23: 106 cut or sold outQ4 23Q1 24: 19 bought or addedQ1 24: 207 cut or sold outQ1 24
Numbers
QuarterBought or addedCut or sold out
Q4 202295151
Q1 2023109139
Q2 2023111122
Q3 202388124
Q4 2023103106
Q1 202419207

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ2 23 calls: $2.6mQ2 23 puts: $1.3mQ2 23P/C 0.52Q3 23 calls: $4.4mQ3 23 puts: $10.6mQ3 23P/C 2.43Q4 23 calls: $8.3mQ4 23 puts: $37.4mQ4 23P/C 4.51Q1 24 calls: $149.0kQ1 24 puts: $4.1mQ1 24P/C 27.64
Numbers
QuarterCallsPutsP/C
Q2 2023$2.6m$1.3m0.52
Q3 2023$4.4m$10.6m2.43
Q4 2023$8.3m$37.4m4.51
Q1 2024$149.0k$4.1m27.64

Biggest buyers

Silver Point Capital L.P. New +3,861,000+3.9m
Tyro Capital Management LLC New +1,176,015+1.2m
One Fin Capital Management LP New +980,000+980.0k
MASON CAPITAL MANAGEMENT LLC New +938,238+938.2k
Northern Right Capital Management, L.P. New +450,000+450.0k
PARADIGM CAPITAL MANAGEMENT INC/NY New +370,600+370.6k
SIMPLEX TRADING, LLC Added +330,836+330.8k
Caption Management, LLC Added +263,431+263.4k
BARCLAYS PLC Added +183,940+183.9k
Focus Partners Wealth Added +113,768+113.8k

Biggest sellers

BlackRock Inc. Sold out -18,880,525-18.9m
VANGUARD GROUP INC Sold out -14,275,875-14.3m
DIMENSIONAL FUND ADVISORS LP Sold out -8,977,589-9.0m
WELLINGTON MANAGEMENT GROUP LLP Sold out -5,806,297-5.8m
STATE STREET CORP Sold out -4,290,596-4.3m
D. E. Shaw & Co., Inc. Sold out -3,398,754-3.4m
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Sold out -3,368,359-3.4m
JPMORGAN CHASE & CO Sold out -2,965,628-3.0m
Pacer Advisors, Inc. Sold out -2,516,574-2.5m
GEODE CAPITAL MANAGEMENT, LLC Sold out -2,443,317-2.4m

Biggest calls

SIMPLEX TRADING, LLC Reduced $149.0k19.4k shares

Biggest puts

SIMPLEX TRADING, LLC Added $4.1m535.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
STONEHILL CAPITAL MANAGEMENT LLC 13D · may seek influence no change · filed 2025-03-18
Stated purposeItem 4 of the Schedule 13D is hereby amended and supplemented as follows: On March 18, 2025, the Issuer's board of directors (the "Board") appointed Jonathan Sacks, a partner of Stonehill, as a member of the Board, effective March 19, 2025, to serve for a term ending upon the occurrence of the Issuer's next annual meeting of stockholders and until his successor is duly elected or qualified. In connection with Mr. Sacks' appointment to the Board, on March 18, 2025, Stonehill and Mr. Sacks entered into a customary confidentiality agreement with the Issuer (the "Confidentiality Agreement"). Pursuant to the Confidentiality Agreement, the Issuer agreed that, if the Issuer holds a meeting of its stockholders within one year from the date of the Confidentiality Agreement for the purposes of ele… Full filing
 19.6% no change 21.1m 2025-03-18
Two Seas Capital LP 13G · institution +1.3 pts · filed 2026-05-15 8.2% +1.3 pts 8.9m 2026-05-15
TD SECURITIES (USA) LLC 13G · institution +1.4 pts · filed 2026-05-15 6.9% +1.4 pts 7.5m 2026-05-15
Madison Avenue Partners, LP 13G · passive investor new · filed 2026-01-29 6.6% new 7.2m 2026-01-29
MASON CAPITAL MANAGEMENT LLC 13G · passive investor new · filed 2026-01-29 5.8% new 6.3m 2026-01-29

Fell to 5% or below in the last year: Silver Point Capital L.P. (3.3%, 2026-05-15)

Holders, Q1 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Silver Point Capital L.P. 2.38% of their portfolio Greenwich, CT 3,861,0003.9m $29.7m $29.7m 2.38% New
2 FULLER & THALER ASSET MANAGEMENT, INC. 0.08% of their portfolio SAN MATEO, CA 2,530,0752.5m $19.5m $19.5m 0.08% Added +75.5k +75,485
3 Tyro Capital Management LLC 5.23% of their portfolio MIAMI, FL 1,176,0151.2m $9.1m $9.1m 5.23% New
4 One Fin Capital Management LP 2.58% of their portfolio San Francisco, CA 980,000980.0k $7.5m $7.5m 2.58% New
5 MASON CAPITAL MANAGEMENT LLC 0.99% of their portfolio NEW YORK, NY 938,238938.2k $7.2m $7.2m 0.99% New
6 Caption Management, LLC 0.42% of their portfolio OKLAHOMA CITY, OK 500,000500.0k $3.9m $3.9m 0.42% Added +263.4k +263,431
7 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 459,482459.5k $3.5m $3.5m 0.00% Added +183.9k +183,940
8 Northern Right Capital Management, L.P. 1.25% of their portfolio DARIEN, CT 450,000450.0k $3.5m $3.5m 1.25% New
9 PARADIGM CAPITAL MANAGEMENT INC/NY 0.14% of their portfolio ALBANY, NY 370,600370.6k $2.9m $2.9m 0.14% New
10 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 362,020362.0k $2.8m $2.8m 0.00% Reduced -1.2m -1,234,664
11 SIMPLEX TRADING, LLC 0.08% of their portfolio CHICAGO, IL 341,139341.1k $2.6m $2.6m 0.08% Added +330.8k +330,836
12 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 175,003175.0k $1.3m $1.3m 0.01% Added +113.8k +113,768
13 CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio TORONTO ONTARIO, A6 80,00080.0k $616.0k $616.0k 0.00% Unchanged
14 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 66,49266.5k $512.0k $512.0k 0.00% Reduced -58.1k -58,075
15 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 57,90057.9k $446.0k $446.0k 0.00% Unchanged
16 Dynamic Technology Lab Private Ltd 0.04% of their portfolio SINGAPORE, U0 53,59253.6k $413.0k $413.0k 0.04% New
17 Horrell Capital Management, Inc. 0.11% of their portfolio LITTLE ROCK, AR 50,00050.0k $385.0k $385.0k 0.11% New
18 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.00% of their portfolio FRANKFORT, KY 35,97836.0k $245.0k $245.0k 0.00% Unchanged
19 SHERBROOKE PARK ADVISERS LLC 0.04% of their portfolio WHITE PLAINS, NY 26,49426.5k $204.0k $204.0k 0.04% New
20 Meadow Creek Wealth Advisors LLC 0.06% of their portfolio ATLANTA, GA 10,75710.8k $82.8k $82.8k 0.06% New
21 Gladius Capital Management LP 0.05% of their portfolio PARK CITY, UT 6,0146.0k $46.3k $46.3k 0.05% Reduced -231 -231
22 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 5,4125.4k $41.7k $41.7k 0.00% Reduced -358.0k -357,992
23 Highlander Capital Management, LLC 0.00% of their portfolio SHORT HILLS, NJ 1,7501.8k $13.5k $13.5k 0.00% Unchanged
24 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 1,4611.5k $11.2k $11.2k 0.00% Unchanged
25 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1,1801.2k $9.1k $9.1k 0.00% Reduced -40 -40
26 CWM, LLC 0.00% of their portfolio OMAHA, NE 755755 $6.0k $6.0k 0.00% Added +706 +706
27 CAROLINAS WEALTH CONSULTING LLC 0.00% of their portfolio CHARLOTTE, NC 649649 $5.0k $5.0k 0.00% Unchanged
28 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 411411 $3.2k $3.2k 0.00% Added +113 +113
29 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 300300 $2.3k $2.3k 0.00% Unchanged
30 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 220220 $1.7k $1.7k 0.00% New
31 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 149149 $1.1k $1.1k 0.00% Unchanged
32 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 140140 $1.1k $1.1k 0.00% New
33 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 131131 $1.0k $1.0k 0.00% Reduced -66.4k -66,406
34 FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio LINCOLN, NE 8585 $655 $655 0.00% Unchanged
35 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 4040 $308 $308 0.00% Reduced -53 -53