81 hedge funds and large institutions have $295M invested in Vertex in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 29 increasing their positions, 28 reducing their positions, and 15 closing their positions.

Holders
81
Holders Change
-10
Holders Change %
-10.99%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
29
Reduced
28
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GT
51
Glenmede Trust
Pennsylvania
$176K -$20.2K -1,790 -10%
AQR Capital Management
52
AQR Capital Management
Connecticut
$172K +$172K +15,200 New
V
53
Veritable
Delaware
$169K
VI
54
Versor Investments
New York
$162K +$162K +14,300 New
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$150K
GTCM
56
Gyon Technologies Capital Management
New Jersey
$147K +$147K +13,011 New
SEI Investments
57
SEI Investments
Pennsylvania
$146K -$9.64K -853 -6%
Charles Schwab
58
Charles Schwab
California
$135K
ASRS
59
Arizona State Retirement System
Arizona
$125K +$125K +11,049 New
JPMPWA
60
J.P. Morgan Private Wealth Advisors
California
$121K -$13.5K -1,196 -10%
Legal & General Group
61
Legal & General Group
United Kingdom
$117K +$40.2K +3,551 +52%
UBS Group
62
UBS Group
Switzerland
$100K -$18.6K -1,641 -16%
SOW
63
State of Wyoming
Wyoming
$92K +$5.62K +495 +7%
US Bancorp
64
US Bancorp
Minnesota
$72K -$6.09K -539 -8%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$17.8K -1,576 -27%
Deutsche Bank
66
Deutsche Bank
Germany
$32K
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$24K
Canada Life
68
Canada Life
Manitoba, Canada
$22K
FHA
69
First Horizon Advisors
Tennessee
$21K +$21K +1,894 New
TRCT
70
Tower Research Capital (TRC)
New York
$20K +$14.9K +1,327 +292%
Barclays
71
Barclays
United Kingdom
$18K -$581 -52 -3%
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$17K -$699 -60 -4%
Citigroup
73
Citigroup
New York
$11K +$1.01K +91 +10%
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$11K +$11K +1,045 New
Wells Fargo
75
Wells Fargo
California
$3K -$2.4K -233 -44%