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129 hedge funds and large institutions have $794M invested in Vertex in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27,533% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $39K

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

60% more capital invested

Capital invested by funds: $497M → $794M (+$297M)

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more funds holding

Funds holding: 101129 (+28)

7.9% more ownership

Funds ownership: 70.76%78.66% (+7.9%)

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
43
Reduced
27
Closed
12
Calls
$10.8M
Puts
$39K
Net Calls
+$10.7M
Net Calls Change
+$9.85M
Name Holding Trade Value Shares
Change
Change in
Stake
PVM
26
Palogic Value Management
Texas
$6.04M
Morgan Stanley
27
Morgan Stanley
New York
$5.63M +$1.88M +121,718 +81%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$5.6M +$54.9K +3,562 +1%
State Street
29
State Street
Massachusetts
$5.39M +$292K +18,922 +8%
Goldman Sachs
30
Goldman Sachs
New York
$4.29M +$2.27M +147,425 +247%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.45M +$259K +16,779 +11%
Renaissance Technologies
32
Renaissance Technologies
New York
$3.36M +$715K +46,400 +40%
GIPM
33
G2 Investment Partners Management
New York
$3.31M +$2.47M +160,060 New
HIM
34
Herald Investment Management
United Kingdom
$3.1M
Hudson Bay Capital Management
35
Hudson Bay Capital Management
Connecticut
$3.03M +$2.26M +146,375 New
EI
36
EAM Investors
California
$2.86M +$2.13M +138,070 New
Two Sigma Investments
37
Two Sigma Investments
New York
$2.81M +$2.1M +135,965 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.8M +$19.9K +1,292 +1%
CSS
39
Cubist Systematic Strategies
Connecticut
$2.52M +$1.88M +121,706 New
MWP
40
Meridian Wealth Partners
Pennsylvania
$2.39M +$1.78M +115,733 New
AAP
41
Ardsley Advisory Partners
Connecticut
$2.29M +$365K +23,700 +27%
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.17M -$182K -11,800 -10%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$2.04M -$793K -51,429 -34%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$1.91M +$1.43M +92,472 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.9M
Northern Trust
46
Northern Trust
Illinois
$1.73M -$101K -6,531 -7%
Truist Financial
47
Truist Financial
North Carolina
$1.7M -$103K -6,663 -7%
TI
48
Trexquant Investment
Connecticut
$1.58M +$721K +46,759 +159%
RA
49
Royce & Associates
New York
$1.47M +$1.09M +71,000 New
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$1.43M -$986K -63,944 -48%