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Vertex
VERX

Overview Fund Activity

91 hedge funds and large institutions have $392M invested in Vertex in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
TimesSquare Capital Management
New York
$20.3M
2
PCM
2
Palisade Capital Management
New Jersey
$12M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.4M
4
Bank of America
4
Bank of America
North Carolina
$5.97M
5
Norges Bank
5
Norges Bank
Norway
$2.23M

Top Sellers

1
Tiger Global Management
1
Tiger Global Management
New York
$0
2
WHP
2
Washington Harbour Partners
Virginia
$0
3
IECM
3
Intrinsic Edge Capital Management
Illinois
$0
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$38.1M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$51.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CS
51
Credit Suisse
Switzerland
$298K 19,430 +2,037 +12%
LPL Financial
52
LPL Financial
California
$298K 19,405 +5,011 +35%
SG
53
Strid Group
Pennsylvania
$283K 18,421 – –
Natixis Advisors
54
Natixis Advisors
Massachusetts
$267K 17,414 +17,414 New
GT
55
Glenmede Trust
Pennsylvania
$266K 17,350 +4,465 +35%
CSS
56
Cubist Systematic Strategies
Connecticut
$251K 16,341 -6,235 -28%
Marshall Wace
57
Marshall Wace
United Kingdom
$240K 15,688 +15,688 New
M&T Bank
58
M&T Bank
New York
$234K 15,246 +1,266 +9%
V
59
Veritable
Delaware
$229K 14,905 -15,041 -50%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$226K 14,720 +14,720 New
CC
61
Corton Capital
Ontario, Canada
$213K 13,906 -547 -4%
SEI Investments
62
SEI Investments
Pennsylvania
$210K 13,778 +3,045 +28%
EGM
63
Engineers Gate Manager
New York
$209K 13,619 +134 +1%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$202K 13,200 – –
SM
65
Sciencast Management
New Jersey
$200K 12,861 +12,861 New
Charles Schwab
66
Charles Schwab
California
$183K 11,875 – –
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$183K 11,904 +11,904 New
HF
68
HRT Financial
New York
$179K 11,671 +11,671 New
JF
69
Jump Financial
Illinois
$170K 11,090 -1,710 -13%
UBS Group
70
UBS Group
Switzerland
$161K 10,468 +4,300 +70%
E
71
Ergoteles
New York
$153K 10,000 +10,000 New
SOW
72
State of Wyoming
Wyoming
$117K 7,605 +4,290 +129%
US Bancorp
73
US Bancorp
Minnesota
$106K 6,910 +5,842 +547%
Legal & General Group
74
Legal & General Group
United Kingdom
$104K 6,786 – –
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$88K 5,736 -901 -14%
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3
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