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82 hedge funds and large institutions have $444M invested in Vertex in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 20

51% more capital invested

Capital invested by funds: $295M → $444M (+$149M)

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

5.76% more ownership

Funds ownership: 61.18%66.94% (+5.8%)

1% more funds holding

Funds holding: 8182 (+1)

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
37
Reduced
20
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
51
LPL Financial
California
$248K -$8.29K -654 -3%
Citadel Advisors
52
Citadel Advisors
Florida
$224K -$15.3K -1,207 -7%
Charles Schwab
53
Charles Schwab
California
$213K +$46.2K +3,645 +31%
GT
54
Glenmede Trust
Pennsylvania
$210K -$2.41K -190 -1%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$209K +$57.8K +4,557 +43%
V
56
Veritable
Delaware
$204K
SEI Investments
57
SEI Investments
Pennsylvania
$188K +$10.3K +814 +6%
SFI
58
Susquehanna Fundamental Investments
Pennsylvania
$166K +$154K +12,139 New
ASRS
59
Arizona State Retirement System
Arizona
$158K +$6.63K +523 +5%
Legal & General Group
60
Legal & General Group
United Kingdom
$151K +$9.09K +717 +7%
UBS Group
61
UBS Group
Switzerland
$124K +$2.51K +198 +2%
US Bancorp
62
US Bancorp
Minnesota
$87K
Ensign Peak Advisors
63
Ensign Peak Advisors
Utah
$72K +$40.1K +3,160 +149%
TRCT
64
Tower Research Capital (TRC)
New York
$49K +$22.7K +1,789 +100%
Canada Life
65
Canada Life
Manitoba, Canada
$27K
AS
66
Altshuler Shaham
Israel
$27K +$25.1K +1,981 New
FHA
67
First Horizon Advisors
Tennessee
$25K
Barclays
68
Barclays
United Kingdom
$22K -$304 -24 -1%
TWM
69
Tradition Wealth Management
Minnesota
$19K +$17.6K +1,385 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$18K -$1.34K -106 -7%
Wells Fargo
71
Wells Fargo
California
$15K +$9.83K +775 +266%
Citigroup
72
Citigroup
New York
$14K +$685 +54 +5%
MA
73
MCF Advisors
Kentucky
$10K +$9.35K +737 New
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$4K -$8.76K -691 -66%
Group One Trading
75
Group One Trading
Illinois
$1K