VERX icon

Vertex
VERX

Overview Fund Activity

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.

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.07%
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

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$14.6M
2
SSA
2
Schonfeld Strategic Advisors
New York
$11.9M
3
Cerity Partners
3
Cerity Partners
New York
$10.3M
4
Millennium Management
4
Millennium Management
New York
$8.87M
5
PC
5
Pier Capital
Connecticut
$7.93M

Top Sellers

1
TCM
1
TimesSquare Capital Management
New York
$29.1M
2
Invesco
2
Invesco
Georgia
$0
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$22.8M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$49.4M
5
ACH
5
ArrowMark Colorado Holdings
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PVM
26
Palogic Value Management
Texas
$6.04M 292,059 – –
Morgan Stanley
27
Morgan Stanley
New York
$5.63M 272,089 +121,718 +81%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$5.6M 270,827 +3,562 +1%
State Street
29
State Street
Massachusetts
$5.39M 260,365 +18,922 +8%
Goldman Sachs
30
Goldman Sachs
New York
$4.29M 207,165 +147,425 +247%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.45M 166,866 +16,779 +11%
Renaissance Technologies
32
Renaissance Technologies
New York
$3.36M 162,200 +46,400 +40%
GIPM
33
G2 Investment Partners Management
New York
$3.31M 160,060 +160,060 New
HIM
34
Herald Investment Management
United Kingdom
$3.1M 150,000 – –
Hudson Bay Capital Management
35
Hudson Bay Capital Management
Connecticut
$3.03M 146,375 +146,375 New
EI
36
EAM Investors
California
$2.86M 138,070 +138,070 New
Two Sigma Investments
37
Two Sigma Investments
New York
$2.81M 135,965 +135,965 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$2.8M 135,199 +1,292 +1%
CSS
39
Cubist Systematic Strategies
Connecticut
$2.52M 121,706 +121,706 New
MWP
40
Meridian Wealth Partners
Pennsylvania
$2.39M 115,733 +115,733 New
AAP
41
Ardsley Advisory Partners
Connecticut
$2.29M 110,900 +23,700 +27%
Swiss National Bank
42
Swiss National Bank
Switzerland
$2.17M 105,100 -11,800 -10%
Tudor Investment Corp
43
Tudor Investment Corp
Connecticut
$2.04M 98,674 -51,429 -34%
D.E. Shaw & Co
44
D.E. Shaw & Co
New York
$1.91M 92,472 +92,472 New
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$1.9M 92,035 – –
Northern Trust
46
Northern Trust
Illinois
$1.73M 83,752 -6,531 -7%
Truist Financial
47
Truist Financial
North Carolina
$1.7M 82,361 -6,663 -7%
TI
48
Trexquant Investment
Connecticut
$1.58M 76,238 +46,759 +159%
RA
49
Royce & Associates
New York
$1.47M 71,000 +71,000 New
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$1.43M 69,306 -63,944 -48%
1
2
3 4 5