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81 hedge funds and large institutions have $295M invested in Vertex in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 28

0.85% more ownership

Funds ownership: 60.33%61.18% (+0.85%)

11% less funds holding

Funds holding: 9181 (-10)

25% less capital invested

Capital invested by funds: $392M → $295M (-$96.7M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
81
Holders Change
-10
Holders Change %
-10.99%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$1.15M -$201K -15,900 -14%
Swiss National Bank
27
Swiss National Bank
Switzerland
$1.09M +$362K +28,600 +42%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$1.04M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
29
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.04M
Truist Financial
30
Truist Financial
North Carolina
$1.02M -$46.6K -3,683 -4%
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$944K -$153K -12,070 -13%
Northern Trust
32
Northern Trust
Illinois
$914K +$128K +10,097 +14%
Goldman Sachs
33
Goldman Sachs
New York
$820K +$9.64K +762 +1%
LA
34
Legacy Advisors
Pennsylvania
$680K
GCP
35
GSA Capital Partners
United Kingdom
$577K +$304K +24,046 +89%
AG
36
Algert Global
California
$560K +$87.8K +6,940 +16%
M&T Bank
37
M&T Bank
New York
$520K +$389K +30,722 +202%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$490K -$31.9K -2,523 -6%
BAM
39
Bullseye Asset Management
Colorado
$459K +$493 +39 +0.1%
OAM
40
Oppenheimer Asset Management
New York
$458K -$137K -10,846 -21%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$393K +$130K +10,240 +42%
PP
42
PDT Partners
New York
$388K -$90.6K -7,161 -17%
IECM
43
Intrinsic Edge Capital Management
Illinois
$340K +$379K +30,000 New
Osaic Holdings
44
Osaic Holdings
Arizona
$327K +$12.9K +1,022 +4%
CS
45
Credit Suisse
Switzerland
$247K +$29.8K +2,357 +12%
QPWM
46
Quadrant Private Wealth Management
Pennsylvania
$236K -$50.6K -4,000 -16%
LPL Financial
47
LPL Financial
California
$213K -$8.11K -641 -3%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$204K +$7.98K +631 +4%
TI
49
Trexquant Investment
Connecticut
$203K -$241K -19,046 -52%
Citadel Advisors
50
Citadel Advisors
Florida
$199K -$707K -55,939 -76%