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Vertex
VERX
VERX
219 hedge funds and large institutions have $954M invested in Vertex in 2026 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 72 increasing their positions, 68 reducing their positions, and 54 closing their positions.
New
Increased
Maintained
Reduced
Closed
14,440% more call options, than puts
Call options by funds: $44.9M | Put options by funds: $309K
9% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 54
6% more repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 68
1% less funds holding
Funds holding: 221 → 219 (-2)
5.86% less ownership
Funds ownership: 109.06% → 103.2% (-5.9%)
43% less capital invested
Capital invested by funds: $1.69B → $954M (-$731M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Holders
219
Holders Change
-2
Holders Change %
-0.9%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
59
Increased
72
Reduced
68
Closed
54
Calls
$44.9M
Puts
$309K
Net Calls
+$44.6M
Net Calls Change
-$31.6M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$52.5M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$49.5M |
| 3 |
JP Morgan Chase
New York
|
+$25.7M |
| 4 |
D.E. Shaw & Co
New York
|
+$21.2M |
| 5 |
Goldman Sachs
New York
|
+$20M |
