76 hedge funds and large institutions have $554M invested in Vertex in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 19 closing their positions.

Holders
76
Holders Change
-6
Holders Change %
-7.32%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
24
Reduced
22
Closed
19
Calls
$1.54M
Puts
$19K
Net Calls
+$1.52M
Net Calls Change
+$1.52M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
51
Glenmede Trust
Pennsylvania
$294K -$680K -31,062 -70%
M&T Bank
52
M&T Bank
New York
$294K +$294K +13,385 New
DTL
53
Dynamic Technology Lab
Singapore
$268K -$82.3K -3,750 -23%
Osaic Holdings
54
Osaic Holdings
Arizona
$226K +$26.4K +1,202 +13%
CAM
55
Cresset Asset Management
Illinois
$219K +$219K +9,998 New
Charles Schwab
56
Charles Schwab
California
$202K
MWP
57
Meridian Wealth Partners
Pennsylvania
$201K +$10.7K +488 +6%
Simplex Trading
58
Simplex Trading
Illinois
$195K +$195K +8,902 New
US Bancorp
59
US Bancorp
Minnesota
$177K -$840K -38,248 -83%
Wells Fargo
60
Wells Fargo
California
$119K -$10.6M -485,705 -99%
Deutsche Bank
61
Deutsche Bank
Germany
$69K -$41.2K -1,889 -37%
Legal & General Group
62
Legal & General Group
United Kingdom
$44K -$3.36K -154 -7%
Canada Life
63
Canada Life
Manitoba, Canada
$43K
FHA
64
First Horizon Advisors
Tennessee
$41K
TRCT
65
Tower Research Capital (TRC)
New York
$29K +$6.63K +300 +30%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$25K
QT
67
Quantbot Technologies
New York
$17K +$17K +800 New
S
68
SignatureFD
Georgia
$16K +$16K +750 New
Citigroup
69
Citigroup
New York
$11K -$24.9K -1,086 -69%
UBS Group
70
UBS Group
Switzerland
$11K +$759 +33 +7%
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
$7K +$7K +300 New
ASN
72
Advisory Services Network
Georgia
$2K -$386K -21,814 -99%
HFA
73
Hoover Financial Advisors
Pennsylvania
$2K
KFI
74
Key Financial Inc
Pennsylvania
$1K
GEA
75
Glen Eagle Advisors
New Jersey
$263