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Vertex
VERX

Overview Fund Activity

101 hedge funds and large institutions have $497M invested in Vertex in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
38
Reduced
26
Closed
7
Calls
$931K
Puts
$41K
Net Calls
+$890K
Net Calls Change
+$890K

Top Buyers

1
TCM
1
Tensile Capital Management
California
$86.6M
2
Invesco
2
Invesco
Georgia
$4.84M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$56.8M
4
PI
4
Putnam Investments
Massachusetts
$4.5M
5
NCGI
5
Next Century Growth Investors
Minnesota
$11.2M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$2.59M
2
FAM
2
Fred Alger Management
New York
$54.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.18M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$329K
5
M&T Bank
5
M&T Bank
New York
$152K
Name Market Value Shares Shares
Change 		Shares
Change %
HIM
26
Herald Investment Management
United Kingdom
$2.18M 150,000 – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$1.94M 133,907 -3,047 -2%
Mirae Asset Global Investments
28
Mirae Asset Global Investments
South Korea
$1.93M 133,250 -21,404 -14%
IECM
29
Intrinsic Edge Capital Management
Illinois
$1.79M 123,235 +3,235 +3%
Swiss National Bank
30
Swiss National Bank
Switzerland
$1.7M 116,900 +15,900 +16%
Renaissance Technologies
31
Renaissance Technologies
New York
$1.68M 115,800 +7,800 +7%
Marshall Wace
32
Marshall Wace
United Kingdom
$1.61M 110,900 +110,900 New
MPAM
33
Monarch Partners Asset Management
Massachusetts
$1.38M 95,252 +95,252 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.34M 92,035 – –
Northern Trust
35
Northern Trust
Illinois
$1.31M 90,283 -1,242 -1%
Truist Financial
36
Truist Financial
North Carolina
$1.29M 89,024 -1,772 -2%
AI
37
Atom Investors
Texas
$1.29M 88,927 -7,160 -7%
WHP
38
Washington Harbour Partners
Virginia
$1.27M 87,462 +87,462 New
AAP
39
Ardsley Advisory Partners
Connecticut
$1.27M 87,200 +10,700 +14%
LCM
40
Laurion Capital Management
New York
$1.09M 75,000 +75,000 New
Goldman Sachs
41
Goldman Sachs
New York
$867K 59,740 -17,468 -23%
LA
42
Legacy Advisors
Pennsylvania
$816K 56,204 -4,154 -7%
Citadel Advisors
43
Citadel Advisors
Florida
$690K 47,529 +31,155 +190%
CS
44
Credit Suisse
Switzerland
$634K 43,708 +10,728 +33%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$610K 42,060 +5,202 +14%
Norges Bank
46
Norges Bank
Norway
$590K 40,665 -26,100 -39%
OAM
47
Oppenheimer Asset Management
New York
$583K 40,200 +1 +0%
BAM
48
Bullseye Asset Management
Colorado
$581K 40,071 – –
First Trust Advisors
49
First Trust Advisors
Illinois
$560K 38,603 +38,603 New
Bank of New York Mellon
50
Bank of New York Mellon
New York
$521K 35,928 -12,745 -26%
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