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Vertex
VERX

Overview Fund Activity

99 hedge funds and large institutions have $981M invested in Vertex in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 22 closing their positions.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
31
Increased
33
Reduced
23
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$89.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$81.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$60M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$16.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$64M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$261K
3
BlackRock
3
BlackRock
New York
$35.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$540K
5
CCM
5
CAAS Capital Management
New York
$853K
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
51
Truist Financial
North Carolina
$1.09M 31,176 +14,707 +89%
FG
52
Formula Growth
Quebec, Canada
$1.08M 30,981 – –
MFS
53
Mirabella Financial Services
United Kingdom
$924K 26,505 +6,781 +34%
OAM
54
Oppenheimer Asset Management
New York
$915K 26,262 +10,859 +70%
Morgan Stanley
55
Morgan Stanley
New York
$914K 26,226 +16,579 +172%
QPWM
56
Quadrant Private Wealth Management
Pennsylvania
$879K 25,221 +5,100 +25%
CCM
57
CAAS Capital Management
New York
$853K 24,471 -215,529 -90%
BCI
58
Brinker Capital Investments
Pennsylvania
$826K 23,710 +23,710 New
LIP
59
Liontrust Investment Partners
United Kingdom
$819K 23,500 +23,500 New
Envestnet Asset Management
60
Envestnet Asset Management
Illinois
$743K 21,328 +5,948 +39%
HF
61
HRT Financial
New York
$699K 20,074 +20,074 New
Two Sigma Investments
62
Two Sigma Investments
New York
$694K 19,917 -50,599 -72%
PFGIA
63
Patriot Financial Group Insurance Agency
Massachusetts
$694K 19,902 +19,902 New
SG
64
Strid Group
Pennsylvania
$642K 18,421 – –
Select Equity Group
65
Select Equity Group
New York
$615K 17,642 +1,872 +12%
SEI Investments
66
SEI Investments
Pennsylvania
$594K 17,050 +5,610 +49%
CS
67
Credit Suisse
Switzerland
$591K 16,985 +16,985 New
Citadel Advisors
68
Citadel Advisors
Florida
$540K 15,502 -283,103 -95%
Millennium Management
69
Millennium Management
New York
$509K 14,592 +14,592 New
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$435K 12,483 – –
CIBC Private Wealth Group
71
CIBC Private Wealth Group
Georgia
$397K 11,385 +11,385 New
LPL Financial
72
LPL Financial
California
$384K 11,029 +11,029 New
LCM
73
Laurion Capital Management
New York
$349K 10,000 – –
Osaic Holdings
74
Osaic Holdings
Arizona
$338K 9,735 +1,511 +18%
Charles Schwab
75
Charles Schwab
California
$321K 9,192 +9,192 New
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