Vault-13

VERADIGM INC MDRX

COM · Common Stock · CUSIP 01988P108

10 institutional holders -25 vs Q1 2024
3,671,4903.7m shares reported held*
$34.8mreported value*
2 new 0 added 5 reduced 26 sold out net sold ≈ $84.3m (-8.9m 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 ≈ $9.47.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 253Q4 22: 256Q1 23: 244Q2 23: 230Q3 23: 218Q4 23: 226Q1 24: 35Q2 24: 1010Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022253
Q4 2022256
Q1 2023244
Q2 2023230
Q3 2023218
Q4 2023226
Q1 202435
Q2 202410

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 outQ2 23: 111 bought or addedQ2 23: 122 cut or sold outQ2 23Q3 23: 88 bought or addedQ3 23: 124 cut or sold outQ4 23: 103 bought or addedQ4 23: 106 cut or sold outQ4 23Q1 24: 19 bought or addedQ1 24: 207 cut or sold outQ2 24: 2 bought or addedQ2 24: 31 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202295151
Q1 2023109139
Q2 2023111122
Q3 202388124
Q4 2023103106
Q1 202419207
Q2 2024231

Calls vs puts

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

CallsPuts
$0$10m$20m$30m$40mQ3 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 27.64Q2 24 calls: $0Q2 24 puts: $0Q2 24P/C —
Numbers
QuarterCallsPutsP/C
Q3 2023$4.4m$10.6m2.43
Q4 2023$8.3m$37.4m4.51
Q1 2024$149.0k$4.1m27.64
Q2 2024$0$0—

Biggest buyers

KENNEDY CAPITAL MANAGEMENT LLC New +139,152+139.2k
INNEALTA CAPITAL, LLC New +3,974+4.0k

Biggest sellers

Silver Point Capital L.P. Sold out -3,861,000-3.9m
Tyro Capital Management LLC Sold out -1,176,015-1.2m
One Fin Capital Management LP Sold out -980,000-980.0k
Caption Management, LLC Sold out -500,000-500.0k
BARCLAYS PLC Sold out -459,482-459.5k
Northern Right Capital Management, L.P. Sold out -450,000-450.0k
PARADIGM CAPITAL MANAGEMENT INC/NY Sold out -370,600-370.6k
GOLDMAN SACHS GROUP INC Sold out -362,020-362.0k
SIMPLEX TRADING, LLC Sold out -341,139-341.1k
Focus Partners Wealth Sold out -175,003-175.0k

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, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FULLER & THALER ASSET MANAGEMENT, INC. 0.10% of their portfolio SAN MATEO, CA 2,509,5412.5m $23.8m $23.8m 0.10% Reduced -20.5k -20,534
2 MASON CAPITAL MANAGEMENT LLC 1.66% of their portfolio NEW YORK, NY 938,238938.2k $8.9m $8.9m 1.66% Unchanged
3 KENNEDY CAPITAL MANAGEMENT LLC 0.03% of their portfolio ST LOUIS, MO 139,152139.2k $1.3m $1.3m 0.03% New
4 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio COLUMBUS, OH 43,84143.8k $416.5k $416.5k 0.00% Reduced -22.7k -22,651
5 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
6 INNEALTA CAPITAL, LLC 0.01% of their portfolio AUSTIN, TX 3,9744.0k $37.8k $37.8k 0.01% New
7 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 380380 $3.6k $3.6k 0.00% Reduced -31 -31
8 Front Row Advisors LLC 0.00% of their portfolio TIBURON, CA 220220 $2.1k $2.1k 0.00% Unchanged
9 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 165165 $1.6k $1.6k 0.00% Reduced -1.3k -1,296
10 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 11 $10 $10 0.00% Reduced -139 -139