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Vertex
VERX

Overview Fund Activity

88 hedge funds and large institutions have $399M invested in Vertex in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
34
Closed
9
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$28K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$53M
2
PCM
2
Palisade Capital Management
New Jersey
$8.38M
3
WHP
3
Washington Harbour Partners
Virginia
$4.31M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.6M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$1.98M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Comerica Bank
2
Comerica Bank
Texas
$3.48M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$9.66M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$41.6M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$54.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.87M 117,908 -3,936 -3%
Citadel Advisors
27
Citadel Advisors
Florida
$1.64M 103,492 +65,612 +173%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.34M 84,210 – –
Truist Financial
29
Truist Financial
North Carolina
$1.21M 75,903 -6,012 -7%
Tudor Investment Corp
30
Tudor Investment Corp
Connecticut
$1.19M 75,000 -1,412 -2%
Norges Bank
31
Norges Bank
Norway
$1.15M 72,230 – –
Northern Trust
32
Northern Trust
Illinois
$1.09M 68,442 +5,337 +8%
Goldman Sachs
33
Goldman Sachs
New York
$1.06M 66,690 -3,675 -5%
Swiss National Bank
34
Swiss National Bank
Switzerland
$978K 61,600 +4,000 +7%
LA
35
Legacy Advisors
Pennsylvania
$952K 60,000 – –
PPA
36
Parametric Portfolio Associates
Washington
$904K 56,978 +1,129 +2%
AG
37
Algert Global
California
$861K 54,243 +6,200 +13%
Renaissance Technologies
38
Renaissance Technologies
New York
$797K 50,200 +18,700 +59%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
39
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$760K 47,900 +47,900 New
Bank of New York Mellon
40
Bank of New York Mellon
New York
$676K 42,632 +27,752 +187%
BAM
41
Bullseye Asset Management
Colorado
$636K 40,496 – –
OAM
42
Oppenheimer Asset Management
New York
$561K 35,374 -13,745 -28%
PP
43
PDT Partners
New York
$500K 31,505 -12,066 -28%
V
44
Veritable
Delaware
$475K 29,946 -11,730 -28%
Osaic Holdings
45
Osaic Holdings
Arizona
$441K 27,765 +13,654 +97%
Two Sigma Investments
46
Two Sigma Investments
New York
$425K 26,800 -76,284 -74%
QPWM
47
Quadrant Private Wealth Management
Pennsylvania
$422K 26,569 -1,700 -6%
SFI
48
Susquehanna Fundamental Investments
Pennsylvania
$420K 26,441 +26,441 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$375K 23,627 +2,144 +10%
CSS
50
Cubist Systematic Strategies
Connecticut
$358K 22,576 -2,468 -10%
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