We are live on ! Find out more
VERX icon

Vertex
VERX

91 hedge funds and large institutions have $392M invested in Vertex in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 88 → 91 (+3)

2% less capital invested

Capital invested by funds: $399M → $392M (-$7.28M)

1.45% less ownership

Funds ownership: 61.77% → 60.33% (-1.4%)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
+$3.88M
2
PCM
Palisade Capital Management
New Jersey
+$3.52M
3
Morgan Stanley
Morgan Stanley
New York
+$2.24M
4
Bank of America
Bank of America
North Carolina
+$1.37M
5
Norges Bank
Norges Bank
Norway
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
-$5.16M
2
WHP
Washington Harbour Partners
Virginia
-$4.31M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$2.31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Tudor Investment Corp
26
Tudor Investment Corp
Connecticut
$1.46M +$285K +20,402 +27%
Truist Financial
27
Truist Financial
North Carolina
$1.44M +$247K +17,621 +23%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.41M +$109K +7,825 +9%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
29
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.41M +$616K +44,000 +92%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$1.18M +$785K +56,090 +267%
Citadel Advisors
31
Citadel Advisors
Florida
$1.13M -$419K -29,972 -29%
Goldman Sachs
32
Goldman Sachs
New York
$1.1M +$69.3K +4,954 +7%
Northern Trust
33
Northern Trust
Illinois
$1.08M +$29K +2,071 +3%
Swiss National Bank
34
Swiss National Bank
Switzerland
$1.03M +$82.5K +5,900 +10%
LA
35
Legacy Advisors
Pennsylvania
$920K – – –
Millennium Management
36
Millennium Management
New York
$838K +$510K +36,426 +200%
OAM
37
Oppenheimer Asset Management
New York
$787K +$223K +15,915 +45%
PPA
38
Parametric Portfolio Associates
Washington
$722K -$139K -9,920 -17%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$701K +$43.4K +3,103 +7%
AG
40
Algert Global
California
$651K -$165K -11,777 -22%
PP
41
PDT Partners
New York
$636K +$139K +9,940 +32%
BAM
42
Bullseye Asset Management
Colorado
$622K – – –
TI
43
Trexquant Investment
Connecticut
$567K +$341K +24,359 +193%
Jane Street
44
Jane Street
New York
$556K +$507K +36,242 New
SFI
45
Susquehanna Fundamental Investments
Pennsylvania
$441K +$31.8K +2,275 +9%
Osaic Holdings
46
Osaic Holdings
Arizona
$426K +$14 +1 +0%
GCP
47
GSA Capital Partners
United Kingdom
$413K +$377K +26,921 New
QPWM
48
Quadrant Private Wealth Management
Pennsylvania
$381K -$23.8K -1,700 -6%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$374K +$11K +783 +3%
VRS
50
Virginia Retirement Systems
Virginia
$353K +$140K +10,000 +77%
1
2
3 4 5

VERX Hedge Fund Activity: Q1 2022 in Review

91 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q1 2022, worth a combined $392M — down 1.8% from $399M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VERX positions and 12 closed out — a net gain of 3 holders — while 45 added to existing stakes and 20 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $3.88M. The largest seller was Tiger Global Management, exiting entirely with an estimated $5.16M sold.

  • 91 institutional investors held Vertex (VERX) as of Q1 2022, up from 88 in Q4 2021.
  • Funds reported $392M of Vertex stock for Q1 2022, down 1.8% quarter-over-quarter.
  • 15 funds opened new Vertex positions in Q1 2022 and 12 closed out, a net change of +3 holders.
  • The largest Vertex buyer in Q1 2022 was TimesSquare Capital Management, an estimated $3.88M added.
  • The largest Vertex seller in Q1 2022 was Tiger Global Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2022.