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Vertex
VERX

Overview Fund Activity

216 hedge funds and large institutions have $2.67B invested in Vertex in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
216
Holders Change
+14
Holders Change %
+6.93%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
42
Increased
85
Reduced
64
Closed
26
Calls
$117M
Puts
$995K
Net Calls
+$116M
Net Calls Change
+$5.89M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$37.6M
2
BCM
2
Brown Capital Management
Maryland
$20.9M
3
PFM
3
Premier Fund Managers
United Kingdom
$19.3M
4
GCM
4
Geneva Capital Management
Wisconsin
$55.9M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$16.2M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$98M
2
BMCM
2
Bryn Mawr Capital Management
Pennsylvania
$0
3
TCM
3
Tensile Capital Management
California
$156M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$87.8M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PM
26
Pembroke Management
Quebec, Canada
$31.7M 822,401 -22,218 -3%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$29.7M 772,286 +713 +0.1%
Morgan Stanley
28
Morgan Stanley
New York
$25M 649,413 +405,209 +166%
SAM
29
Silvercrest Asset Management
New York
$24.2M 628,689 -75,798 -11%
Aberdeen Group
30
Aberdeen Group
United Kingdom
$22.7M 588,345 -55,596 -9%
Barclays
31
Barclays
United Kingdom
$22.4M 582,273 +29,700 +5%
GIM
32
Granahan Investment Management
Massachusetts
$21.2M 549,413 -229,247 -29%
BCM
33
Brown Capital Management
Maryland
$20.9M 543,699 +543,699 New
Bessemer Group
34
Bessemer Group
New Jersey
$20.7M 538,821 +111,112 +26%
Northern Trust
35
Northern Trust
Illinois
$20.4M 530,804 +310,594 +141%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$19.6M 509,517 +92,137 +22%
NCGI
37
Next Century Growth Investors
Minnesota
$19.4M 504,191 -344,203 -41%
PFM
38
Premier Fund Managers
United Kingdom
$19.3M 524,775 +465,610 +787%
UBS Group
39
UBS Group
Switzerland
$19M 493,791 +17,930 +4%
AI
40
Axiom Investors
Connecticut
$18.3M 475,010 -250 -0.1%
Jennison Associates
41
Jennison Associates
New York
$18.1M 469,526 +124,169 +36%
SSA
42
Schonfeld Strategic Advisors
New York
$17.8M 461,938 +333,976 +261%
Federated Hermes
43
Federated Hermes
Pennsylvania
$17.3M 449,371 +398,766 +788%
Charles Schwab
44
Charles Schwab
California
$16.6M 432,068 +23,086 +6%
Public Employees Retirement Association of Colorado
45
Public Employees Retirement Association of Colorado
Colorado
$16.2M 420,567 +414,181 +6,486%
Bank of America
46
Bank of America
North Carolina
$14.4M 373,253 -111,354 -23%
KCM
47
Kornitzer Capital Management
Kansas
$13.3M 345,257 – –
Invesco
48
Invesco
Georgia
$13.2M 342,084 -62,715 -15%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$12M 311,036 +61,384 +25%
BS
50
Banco Santander
Spain
$11.9M 310,000 +12,127 +4%
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