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Vertex
VERX

Overview Fund Activity

252 hedge funds and large institutions have $3.94B invested in Vertex in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 20 closing their positions.

Holders
252
Holders Change
+36
Holders Change %
+16.67%
% of All Funds
3.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
57
Increased
93
Reduced
78
Closed
20
Calls
$159M
Puts
$565K
Net Calls
+$158M
Net Calls Change
+$42.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$337M
2
Invesco
2
Invesco
Georgia
$80.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$61.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$45.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$153M

Top Sellers

1
LA
1
Legacy Advisors
Pennsylvania
$74.6M
2
TCM
2
TimesSquare Capital Management
New York
$53M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$67.9M
5
FAM
5
Fred Alger Management
New York
$110M
Name Market Value Shares Shares
Change 		Shares
Change %
GWM
226
Geneos Wealth Management
Colorado
$8.16K 153 +44 +40%
BWL
227
Bogart Wealth LLC
Virginia
$6.99K 131 – –
AAP
228
Arax Advisory Partners
Colorado
$3.79K 71 – –
FFA
229
Farther Finance Advisors
California
$3.52K 66 -558 -89%
BIG
230
Brooklyn Investment Group
New York
$3.47K 65 +65 New
SS
231
SBI Securities
Japan
$3.31K 62 +62 New
RIL
232
Rothschild Investment LLC
Illinois
$3.2K 60 +10 +20%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$3K 61 +21 +53%
C
234
Covestor
United Kingdom
$3K 49 +32 +188%
AF
235
Allworth Financial
California
$2.61K 46 +10 +28%
Jones Financial Companies
236
Jones Financial Companies
Missouri
$2.13K 40 – –
KFI
237
Key Financial Inc
Pennsylvania
$1.87K 35 – –
S
238
SignatureFD
Georgia
$1.55K 29 +5 +21%
HCP
239
Hexagon Capital Partners
Arkansas
$1.33K 25 +25 New
JWA
240
JFS Wealth Advisors
Pennsylvania
$1.23K 23 – –
LC
241
Lindbrook Capital
California
$1.12K 21 +3 +17%
WOC
242
West Oak Capital
California
$1K 2 – –
CFO
243
CVA Family Office
Colorado
$800 15 – –
PS
244
Principal Securities
Iowa
$534 10 – –
DPW
245
DiNuzzo Private Wealth
Pennsylvania
$321 6 – –
PA
246
Parallel Advisors
California
$320 6 – –
SIC
247
SJS Investment Consulting
Ohio
$267 5 -1 -17%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$267 5 – –
GWSG
249
GPS Wealth Strategies Group
Colorado
$178 3 – –
IA
250
IFP Advisors
Florida
– – – –
8 9
10
11 12