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178 hedge funds and large institutions have $1.77B invested in Vertex in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $9.46M | Put options by funds: $2.18M

269% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 13

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more funds holding

Funds holding: 144178 (+34)

22% more capital invested

Capital invested by funds: $1.45B → $1.77B (+$325M)

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

1.43% more ownership

Funds ownership: 89.2%90.63% (+1.4%)

Holders
178
Holders Change
+34
Holders Change %
+23.61%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
48
Increased
61
Reduced
50
Closed
13
Calls
$9.46M
Puts
$2.18M
Net Calls
+$7.28M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$14.4M +$9.74M +360,884 +390%
PC
27
Pier Capital
Connecticut
$12.7M +$356K +13,191 +3%
AI
28
Axiom Investors
Connecticut
$12.7M +$1.49M +55,403 +16%
Bank of America
29
Bank of America
North Carolina
$12.3M -$2.54M -94,074 -19%
State Street
30
State Street
Massachusetts
$12.1M +$310K +11,491 +3%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$12M +$10.2M +379,180 New
Aberdeen Group
32
Aberdeen Group
United Kingdom
$12M +$10.2M +377,912 New
Millennium Management
33
Millennium Management
New York
$11M +$1.58M +58,448 +20%
KCM
34
Kornitzer Capital Management
Kansas
$11M
Morgan Stanley
35
Morgan Stanley
New York
$10.5M -$17.2M -636,880 -66%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$10.5M +$296K +10,959 +3%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$10.1M +$877K +32,500 +11%
Citadel Advisors
38
Citadel Advisors
Florida
$9.83M +$5.26M +195,135 +171%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$9.82M +$3.99M +147,816 +92%
Ameriprise
40
Ameriprise
Minnesota
$9.71M -$232K -8,606 -3%
Principal Financial Group
41
Principal Financial Group
Iowa
$9.33M +$1.62M +59,947 +26%
CSS
42
Cubist Systematic Strategies
Connecticut
$9.14M +$6.78M +251,336 +687%
First Trust Advisors
43
First Trust Advisors
Illinois
$8.88M -$578K -21,433 -7%
Renaissance Technologies
44
Renaissance Technologies
New York
$8.79M -$1.78M -65,900 -19%
Invesco
45
Invesco
Georgia
$8.74M -$120K -4,437 -2%
Charles Schwab
46
Charles Schwab
California
$8.19M +$133K +4,926 +2%
BCIM
47
British Columbia Investment Management
British Columbia, Canada
$8.04M +$2.7M +100,000 +65%
Bessemer Group
48
Bessemer Group
New Jersey
$7.9M +$495K +18,335 +8%
KCM
49
Kennedy Capital Management
Missouri
$7.79M -$3.73M -138,189 -36%
Comerica Bank
50
Comerica Bank
Texas
$7.33M +$670K +24,851 +12%