Vertex
VERX
VERX
83 hedge funds and large institutions have $491M invested in Vertex in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 10 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
28.19% less ownership
Funds ownership: 92.04% → 63.84% (-28%)
89% less call options, than puts
Call options by funds: $2K | Put options by funds: $19K
Holders
83
Holding in Top 10
–
Calls
$2K
Puts
$19K
Top Buyers
| 1 | +$33.9M | |
| 2 | +$15.2M | |
| 3 | +$5.04M | |
| 4 |
Neuberger Berman Group
New York
|
+$4.26M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$3.19M |
Top Sellers
| 1 | -$58.8M | |
| 2 | -$9.42M | |
| 3 | -$6.58M | |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$3.77M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.58M |