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Vertex
VERX

Overview Fund Activity

91 hedge funds and large institutions have $578M invested in Vertex in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
91
Holders Change
+91
Holders Change %
–
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
91
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$46.7M
2
FAM
2
Fred Alger Management
New York
$43.8M
3
Wells Fargo
3
Wells Fargo
California
$41.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.2M
5
Capital International Investors
5
Capital International Investors
California
$34.9M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Capital Research Global Investors
51
Capital Research Global Investors
California
$816K 35,472 +35,472 New
DKCM
52
Davidson Kempner Capital Management
New York
$807K 35,000 +35,000 New
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$805K 35,000 +35,000 New
Russell Investments Group
54
Russell Investments Group
United Kingdom
$796K 34,644 +34,644 New
Deutsche Bank
55
Deutsche Bank
Germany
$766K 33,324 +33,324 New
PP
56
Paloma Partners
Connecticut
$723K 31,420 +31,420 New
FG
57
Formula Growth
Quebec, Canada
$713K 30,981 +30,981 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$708K 30,803 +30,803 New
PG
59
Pendal Group
Australia
$560K 24,365 +24,365 New
US Bancorp
60
US Bancorp
Minnesota
$546K 23,739 +23,739 New
CSS
61
Cubist Systematic Strategies
Connecticut
$542K 23,557 +23,557 New
MS
62
Maven Securities
Jersey
$469K 20,000 +20,000 New
QPWM
63
Quadrant Private Wealth Management
Pennsylvania
$463K 20,121 +20,121 New
MFS
64
Mirabella Financial Services
United Kingdom
$454K 19,724 +19,724 New
SG
65
Strid Group
Pennsylvania
$424K 18,421 +18,421 New
GT
66
Glenmede Trust
Pennsylvania
$410K 17,840 +17,840 New
Truist Financial
67
Truist Financial
North Carolina
$379K 16,469 +16,469 New
Select Equity Group
68
Select Equity Group
New York
$363K 15,770 +15,770 New
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$354K 15,380 +15,380 New
OAM
70
Oppenheimer Asset Management
New York
$354K 15,403 +15,403 New
CF
71
CNA Financial
Illinois
$322K 13,980 +13,980 New
V
72
Veritable
Delaware
$293K 12,730 +12,730 New
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$287K 12,483 +12,483 New
SEI Investments
74
SEI Investments
Pennsylvania
$263K 11,440 +11,440 New
M&T Bank
75
M&T Bank
New York
$246K 10,693 +10,693 New
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