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Vertex
VERX

Overview Fund Activity

252 hedge funds and large institutions have $3.94B invested in Vertex in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 20 closing their positions.

Holders
252
Holders Change
+36
Holders Change %
+16.67%
% of All Funds
3.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
57
Increased
93
Reduced
78
Closed
20
Calls
$159M
Puts
$565K
Net Calls
+$158M
Net Calls Change
+$42.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$337M
2
Invesco
2
Invesco
Georgia
$80.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$61.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$45.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$153M

Top Sellers

1
LA
1
Legacy Advisors
Pennsylvania
$74.6M
2
TCM
2
TimesSquare Capital Management
New York
$53M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$67.9M
5
FAM
5
Fred Alger Management
New York
$110M
Name Market Value Shares Shares
Change 		Shares
Change %
PCM
26
Palisade Capital Management
New Jersey
$40M 750,603 -379,087 -34%
PM
27
Pembroke Management
Quebec, Canada
$38.9M 729,361 -93,040 -11%
Federated Hermes
28
Federated Hermes
Pennsylvania
$36.9M 690,957 +241,586 +54%
BCM
29
Brown Capital Management
Maryland
$36.8M 689,015 +145,316 +27%
UBS Group
30
UBS Group
Switzerland
$36.3M 680,881 +187,090 +38%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$35.6M 666,436 -105,850 -14%
AI
32
Aperture Investors
New York
$33.8M 632,698 -221,881 -26%
Morgan Stanley
33
Morgan Stanley
New York
$33.6M 629,504 -19,909 -3%
SAM
34
Silvercrest Asset Management
New York
$33.1M 620,589 -8,100 -1%
BPC
35
Banque Pictet & Cie
Switzerland
$32.7M 613,563 -348,127 -36%
Principal Financial Group
36
Principal Financial Group
Iowa
$30.5M 572,245 +524,572 +1,100%
Bessemer Group
37
Bessemer Group
New Jersey
$29.9M 561,161 +22,340 +4%
Northern Trust
38
Northern Trust
Illinois
$29.8M 558,887 +28,083 +5%
Citadel Advisors
39
Citadel Advisors
Florida
$29.8M 558,130 +518,051 +1,293%
Bank of America
40
Bank of America
North Carolina
$29.4M 551,620 +178,367 +48%
PFM
41
Premier Fund Managers
United Kingdom
$27.6M 519,789 -4,986 -1%
Public Employees Retirement Association of Colorado
42
Public Employees Retirement Association of Colorado
Colorado
$27.2M 510,267 +89,700 +21%
AI
43
Axiom Investors
Connecticut
$26.9M 503,578 +28,568 +6%
Barclays
44
Barclays
United Kingdom
$25.2M 472,630 -109,643 -19%
Goldman Sachs
45
Goldman Sachs
New York
$24.5M 459,435 +180,737 +65%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$24.4M 456,434 -53,083 -10%
Jennison Associates
47
Jennison Associates
New York
$24.3M 455,028 -14,498 -3%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$23.8M 446,951 +391,601 +707%
Charles Schwab
49
Charles Schwab
California
$23.4M 438,739 +6,671 +2%
Macquarie Group
50
Macquarie Group
Australia
$20.6M 385,390 +385,390 New
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