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.

Holders
82
Holders Change
+1
Holders Change %
+1.23%
% of All Funds
1.42%
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 Market Value Shares Shares
Change
Shares
Change %
LPL Financial
51
LPL Financial
California
$248K 18,110 -654 -3%
Citadel Advisors
52
Citadel Advisors
Florida
$224K 16,374 -1,207 -7%
Charles Schwab
53
Charles Schwab
California
$213K 15,520 +3,645 +31%
GT
54
Glenmede Trust
Pennsylvania
$210K 15,370 -190 -1%
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$209K 15,265 +4,557 +43%
V
56
Veritable
Delaware
$204K 14,905
SEI Investments
57
SEI Investments
Pennsylvania
$188K 13,739 +814 +6%
SFI
58
Susquehanna Fundamental Investments
Pennsylvania
$166K 12,139 +12,139 New
ASRS
59
Arizona State Retirement System
Arizona
$158K 11,572 +523 +5%
Legal & General Group
60
Legal & General Group
United Kingdom
$151K 11,054 +717 +7%
UBS Group
61
UBS Group
Switzerland
$124K 9,025 +198 +2%
US Bancorp
62
US Bancorp
Minnesota
$87K 6,371
Ensign Peak Advisors
63
Ensign Peak Advisors
Utah
$72K 5,280 +3,160 +149%
TRCT
64
Tower Research Capital (TRC)
New York
$49K 3,571 +1,789 +100%
Canada Life
65
Canada Life
Manitoba, Canada
$27K 1,984
AS
66
Altshuler Shaham
Israel
$27K 1,981 +1,981 New
FHA
67
First Horizon Advisors
Tennessee
$25K 1,894
Barclays
68
Barclays
United Kingdom
$22K 1,588 -24 -1%
TWM
69
Tradition Wealth Management
Minnesota
$19K 1,385 +1,385 New
Fifth Third Bancorp
70
Fifth Third Bancorp
Ohio
$18K 1,353 -106 -7%
Wells Fargo
71
Wells Fargo
California
$15K 1,066 +775 +266%
Citigroup
72
Citigroup
New York
$14K 1,049 +54 +5%
MA
73
MCF Advisors
Kentucky
$10K 737 +737 New
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$4K 354 -691 -66%
Group One Trading
75
Group One Trading
Illinois
$1K 79