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Vertex
VERX

Overview Fund Activity

144 hedge funds and large institutions have $1.45B invested in Vertex in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 13 closing their positions.

Holders
144
Holders Change
+24
Holders Change %
+20%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
39
Increased
59
Reduced
31
Closed
13
Calls
$3.63M
Puts
$1.09M
Net Calls
+$2.55M
Net Calls Change
+$279K

Top Buyers

1
LA
1
Legacy Advisors
Pennsylvania
$87.4M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$37.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$26M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$150M
5
VEPM
5
Vista Equity Partners Management
California
$14.1M

Top Sellers

1
BMCM
1
Bryn Mawr Capital Management
Pennsylvania
$43M
2
TCM
2
Tensile Capital Management
California
$138M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$98.8M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
FAM
5
Fred Alger Management
New York
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$10.3M 383,330 +86,022 +29%
State Street
27
State Street
Massachusetts
$9.95M 369,170 +26,925 +8%
KCM
28
Kornitzer Capital Management
Kansas
$9.3M 345,257 +307,892 +824%
AI
29
Axiom Investors
Connecticut
$9.25M 343,470 +343,470 New
Renaissance Technologies
30
Renaissance Technologies
New York
$9.23M 342,700 +62,300 +22%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$8.58M 318,420 +3,608 +1%
Ameriprise
32
Ameriprise
Minnesota
$8.47M 314,281 +63,313 +25%
First Trust Advisors
33
First Trust Advisors
Illinois
$8.11M 301,158 +131,462 +77%
Millennium Management
34
Millennium Management
New York
$7.76M 288,096 +43,169 +18%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$7.7M 285,900 +800 +0.3%
Invesco
36
Invesco
Georgia
$7.54M 279,700 -145,492 -34%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$7.49M 277,883 +266,034 +2,245%
Two Sigma Investments
38
Two Sigma Investments
New York
$7.05M 261,712 +35,381 +16%
PM
39
Pembroke Management
Quebec, Canada
$7.03M 260,906 +260,906 New
GIPM
40
G2 Investment Partners Management
New York
$6.97M 258,768 -10,327 -4%
Charles Schwab
41
Charles Schwab
California
$6.81M 252,869 +30,194 +14%
SSA
42
Schonfeld Strategic Advisors
New York
$6.68M 248,035 +248,035 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$6.65M 246,971 +214,824 +668%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$6.6M 245,064 -39,770 -14%
Principal Financial Group
45
Principal Financial Group
Iowa
$6.3M 233,813 +145,246 +164%
Bessemer Group
46
Bessemer Group
New Jersey
$6.21M 230,403 +230,403 New
Norges Bank
47
Norges Bank
Norway
$5.95M 220,891 +32,926 +18%
Comerica Bank
48
Comerica Bank
Texas
$5.55M 205,997 -175 -0.1%
Northern Trust
49
Northern Trust
Illinois
$5.02M 186,322 +17,505 +10%
PVM
50
Palogic Value Management
Texas
$4.71M 175,000 -50,000 -22%
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