VERX icon

Vertex
VERX

Overview Fund Activity

99 hedge funds and large institutions have $981M invested in Vertex in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 22 closing their positions.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
31
Increased
33
Reduced
23
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$89.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$81.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$60M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$16.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$64M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$261K
3
BlackRock
3
BlackRock
New York
$35.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$540K
5
CCM
5
CAAS Capital Management
New York
$853K
Name Market Value Shares Shares
Change 		Shares
Change %
Franklin Resources
26
Franklin Resources
California
$5.72M 164,135 -612 -0.4%
Lazard Asset Management
27
Lazard Asset Management
New York
$4.83M 138,506 -493 -0.4%
Bank of America
28
Bank of America
North Carolina
$4.19M 120,148 +78,468 +188%
State Street
29
State Street
Massachusetts
$3.55M 101,727 +101,727 New
Squarepoint
30
Squarepoint
New York
$3.49M 100,000 -97,593 -49%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$3.46M 99,223 +93,788 +1,726%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$3.1M 88,944 +33,613 +61%
Norges Bank
33
Norges Bank
Norway
$2.99M 85,714 -207,143 -71%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$2.94M 84,210 +84,210 New
Principal Financial Group
35
Principal Financial Group
Iowa
$2.55M 73,100 -135,110 -65%
Tudor Investment Corp
36
Tudor Investment Corp
Connecticut
$2.41M 69,048 -48,490 -41%
NIP
37
Nicholas Investment Partners
California
$2.39M 68,537 +460 +0.7%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.97M 56,600 +56,600 New
Northern Trust
39
Northern Trust
Illinois
$1.83M 52,462 +12,671 +32%
PCM
40
Pentwater Capital Management
Florida
$1.74M 50,000 -17,155 -26%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$1.68M 48,133 -279 -0.6%
US Bancorp
42
US Bancorp
Minnesota
$1.58M 45,308 +21,569 +91%
V
43
Veritable
Delaware
$1.45M 41,676 +28,946 +227%
GT
44
Glenmede Trust
Pennsylvania
$1.43M 41,130 +23,290 +131%
BAM
45
Bullseye Asset Management
Colorado
$1.42M 40,675 -325 -0.8%
First Trust Advisors
46
First Trust Advisors
Illinois
$1.33M 38,076 +38,076 New
Deutsche Bank
47
Deutsche Bank
Germany
$1.27M 36,357 +3,033 +9%
Mirae Asset Global Investments
48
Mirae Asset Global Investments
South Korea
$1.23M 35,408 +35,408 New
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.22M 34,942 -58 -0.2%
PG
50
Pendal Group
Australia
$1.2M 34,354 +9,989 +41%
1
2
3 4 5