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Vertex
VERX

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.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 88 → 91 (+3)

2% less capital invested

Capital invested by funds: $399M → $392M (-$7.28M)

1.45% less ownership

Funds ownership: 61.77% → 60.33% (-1.4%)

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

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
+$3.88M
2
PCM
Palisade Capital Management
New Jersey
+$3.52M
3
Morgan Stanley
Morgan Stanley
New York
+$2.24M
4
Bank of America
Bank of America
North Carolina
+$1.37M
5
Norges Bank
Norges Bank
Norway
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
-$5.16M
2
WHP
Washington Harbour Partners
Virginia
-$4.31M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$2.31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$298K +$28.5K +2,037 +12%
LPL Financial
52
LPL Financial
California
$298K +$70.1K +5,011 +35%
SG
53
Strid Group
Pennsylvania
$283K – – –
Natixis Advisors
54
Natixis Advisors
Massachusetts
$267K +$244K +17,414 New
GT
55
Glenmede Trust
Pennsylvania
$266K +$62.5K +4,465 +35%
CSS
56
Cubist Systematic Strategies
Connecticut
$251K -$87.2K -6,235 -28%
Marshall Wace
57
Marshall Wace
United Kingdom
$240K +$219K +15,688 New
M&T Bank
58
M&T Bank
New York
$234K +$17.7K +1,266 +9%
V
59
Veritable
Delaware
$229K -$210K -15,041 -50%
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$226K +$206K +14,720 New
CC
61
Corton Capital
Ontario, Canada
$213K -$7.65K -547 -4%
SEI Investments
62
SEI Investments
Pennsylvania
$210K +$42.6K +3,045 +28%
EGM
63
Engineers Gate Manager
New York
$209K +$1.88K +134 +1%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$202K – – –
SM
65
Sciencast Management
New Jersey
$200K +$180K +12,861 New
Charles Schwab
66
Charles Schwab
California
$183K – – –
JMPWA
67
JP Morgan Private Wealth Advisors
California
$183K +$167K +11,904 New
HF
68
HRT Financial
New York
$179K +$163K +11,671 New
JF
69
Jump Financial
Illinois
$170K -$23.9K -1,710 -13%
UBS Group
70
UBS Group
Switzerland
$161K +$60.2K +4,300 +70%
E
71
Ergoteles
New York
$153K +$140K +10,000 New
SOW
72
State of Wyoming
Wyoming
$117K +$60K +4,290 +129%
US Bancorp
73
US Bancorp
Minnesota
$106K +$81.7K +5,842 +547%
Legal & General Group
74
Legal & General Group
United Kingdom
$104K – – –
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$88K -$12.6K -901 -14%
1 2
3
4 5

VERX Hedge Fund Activity: Q1 2022 in Review

91 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q1 2022, worth a combined $392M — down 1.8% from $399M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VERX positions and 12 closed out — a net gain of 3 holders — while 45 added to existing stakes and 20 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $3.88M. The largest seller was Tiger Global Management, exiting entirely with an estimated $5.16M sold.

  • 91 institutional investors held Vertex (VERX) as of Q1 2022, up from 88 in Q4 2021.
  • Funds reported $392M of Vertex stock for Q1 2022, down 1.8% quarter-over-quarter.
  • 15 funds opened new Vertex positions in Q1 2022 and 12 closed out, a net change of +3 holders.
  • The largest Vertex buyer in Q1 2022 was TimesSquare Capital Management, an estimated $3.88M added.
  • The largest Vertex seller in Q1 2022 was Tiger Global Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2022.