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Vertex
VERX

Overview Fund Activity

82 hedge funds and large institutions have $570M invested in Vertex in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 23 closing their positions.

Holders
82
Holders Change
-17
Holders Change %
-17.17%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
39
Reduced
20
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$66.3M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$70.2M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$19.9M
4
SCM
4
Segantii Capital Management
Hong Kong
$6.59M
5
FAM
5
Fred Alger Management
New York
$52.2M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Wells Fargo
2
Wells Fargo
California
$10.8M
3
Jennison Associates
3
Jennison Associates
New York
$0
4
AI
4
Advent International
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
WHP
26
Washington Harbour Partners
Virginia
$3.14M 142,629 -67,371 -32%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$2.53M 115,072 +15,849 +16%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.35M 107,078 +72,136 +206%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.33M 105,824 +84,496 +396%
Norges Bank
30
Norges Bank
Norway
$1.88M 85,714 – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1.85M 84,210 – –
Millennium Management
32
Millennium Management
New York
$1.67M 76,182 +61,590 +422%
Truist Financial
33
Truist Financial
North Carolina
$1.52M 69,096 +37,920 +122%
Tudor Investment Corp
34
Tudor Investment Corp
Connecticut
$1.45M 65,731 -3,317 -5%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.44M 65,337 -23,607 -27%
Principal Financial Group
36
Principal Financial Group
Iowa
$1.39M 63,200 -9,900 -14%
Northern Trust
37
Northern Trust
Illinois
$1.3M 59,105 +6,643 +13%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.23M 55,800 -800 -1%
US Bancorp
39
US Bancorp
Minnesota
$1.02M 46,307 +999 +2%
GT
40
Glenmede Trust
Pennsylvania
$977K 44,492 +3,362 +8%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$956K 43,500 -4,633 -10%
V
42
Veritable
Delaware
$916K 41,676 – –
BAM
43
Bullseye Asset Management
Colorado
$894K 40,675 – –
OAM
44
Oppenheimer Asset Management
New York
$716K 32,533 +6,271 +24%
FG
45
Formula Growth
Quebec, Canada
$681K 30,981 – –
QPWM
46
Quadrant Private Wealth Management
Pennsylvania
$627K 28,513 +3,292 +13%
HF
47
HRT Financial
New York
$618K 28,141 +8,067 +40%
PCM
48
Pentwater Capital Management
Florida
$550K 25,000 -25,000 -50%
ASN
49
Advisory Services Network
Georgia
$482K 21,927 +21,874 +41,272%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$480K 21,850 +1,948 +10%
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