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Vertex
VERX

Overview Fund Activity

177 hedge funds and large institutions have $1.77B invested in Vertex in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+33
Holders Change %
+22.92%
% of All Funds
2.57%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
47
Increased
61
Reduced
50
Closed
13
Calls
$9.46M
Puts
$2.18M
Net Calls
+$7.28M
Net Calls Change
+$4.73M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$31M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$26.2M
3
PM
3
Pembroke Management
Quebec, Canada
$29.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$14.5M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$12M

Top Sellers

1
LA
1
Legacy Advisors
Pennsylvania
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.5M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$23M
4
TCM
4
Tensile Capital Management
California
$151M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$306K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$14.4M 453,344 +360,884 +390%
PC
27
Pier Capital
Connecticut
$12.7M 400,912 +13,191 +3%
AI
28
Axiom Investors
Connecticut
$12.7M 398,873 +55,403 +16%
Bank of America
29
Bank of America
North Carolina
$12.3M 388,359 -94,074 -19%
State Street
30
State Street
Massachusetts
$12.1M 380,661 +11,491 +3%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$12M 379,180 +379,180 New
Aberdeen Group
32
Aberdeen Group
United Kingdom
$12M 377,912 +377,912 New
Millennium Management
33
Millennium Management
New York
$11M 346,544 +58,448 +20%
KCM
34
Kornitzer Capital Management
Kansas
$11M 345,257 – –
Morgan Stanley
35
Morgan Stanley
New York
$10.5M 329,576 -636,880 -66%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$10.5M 329,379 +10,959 +3%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$10.1M 318,400 +32,500 +11%
Citadel Advisors
38
Citadel Advisors
Florida
$9.83M 309,539 +195,135 +171%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$9.82M 309,078 +147,816 +92%
Ameriprise
40
Ameriprise
Minnesota
$9.71M 305,675 -8,606 -3%
Principal Financial Group
41
Principal Financial Group
Iowa
$9.33M 293,760 +59,947 +26%
CSS
42
Cubist Systematic Strategies
Connecticut
$9.14M 287,919 +251,336 +687%
First Trust Advisors
43
First Trust Advisors
Illinois
$8.88M 279,725 -21,433 -7%
Renaissance Technologies
44
Renaissance Technologies
New York
$8.79M 276,800 -65,900 -19%
Invesco
45
Invesco
Georgia
$8.74M 275,263 -4,437 -2%
Charles Schwab
46
Charles Schwab
California
$8.19M 257,795 +4,926 +2%
BCIM
47
British Columbia Investment Management
British Columbia, Canada
$8.04M 253,000 +100,000 +65%
Bessemer Group
48
Bessemer Group
New Jersey
$7.9M 248,738 +18,335 +8%
KCM
49
Kennedy Capital Management
Missouri
$7.79M 245,141 -138,189 -36%
Comerica Bank
50
Comerica Bank
Texas
$7.33M 230,848 +24,851 +12%
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