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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 %
GFPC
251
Global Financial Private Client
Florida
$107 2 +2 New
PWM
252
Parkworth Wealth Management
California
$53 1 +1 New
William Blair Investment Management
253
William Blair Investment Management
Illinois
– – -843,006 Closed
SSA
254
Schonfeld Strategic Advisors
New York
– – -461,938 Closed
HIM
255
Hillsdale Investment Management
Ontario, Canada
– – -139,082 Closed
NICM
256
Neo Ivy Capital Management
New York
– – -61,136 Closed
BFM
257
Boothbay Fund Management
New York
– – -34,072 Closed
DS
258
DRW Securities
Illinois
– – -21,800 Closed
BCM
259
Bayesian Capital Management
New York
– – -13,500 Closed
WP
260
Woodline Partners
California
– – -9,490 Closed
NRD
261
Nebula Research & Development
New York
– – -9,158 Closed
HSBC Holdings
262
HSBC Holdings
United Kingdom
– – -6,041 Closed
Nomura Holdings
263
Nomura Holdings
Japan
– – -5,691 Closed
NC
264
nVerses Capital
Florida
– – -5,400 Closed
Acadian Asset Management
265
Acadian Asset Management
Massachusetts
– – -2,611 Closed
CAS
266
Coppell Advisory Solutions
Texas
– – -599 Closed
CFB
267
Cullen/Frost Bankers
Texas
– – -415 Closed
ACM
268
Aster Capital Management
United Arab Emirates
– – -61 Closed
TFM
269
TFC Financial Management
Massachusetts
– – -8 Closed
QC
270
Quent Capital
New York
– – -4 Closed
CPA
271
Capital Performance Advisors
California
– – -2 Closed
CA
272
Claris Advisors
Missouri
– – -2 Closed
Walleye Trading
273
Walleye Trading
New York
– – – –
WAM
274
Wolverine Asset Management
Illinois
– – – –
CM
275
Caption Management
Oklahoma
– – – –
8 9 10
11
12