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Vertex
VERX

Overview Fund Activity

101 hedge funds and large institutions have $497M invested in Vertex in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
38
Reduced
26
Closed
7
Calls
$931K
Puts
$41K
Net Calls
+$890K
Net Calls Change
+$890K

Top Buyers

1
TCM
1
Tensile Capital Management
California
$86.6M
2
Invesco
2
Invesco
Georgia
$4.84M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$56.8M
4
PI
4
Putnam Investments
Massachusetts
$4.5M
5
NCGI
5
Next Century Growth Investors
Minnesota
$11.2M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$2.59M
2
FAM
2
Fred Alger Management
New York
$54.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.18M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$329K
5
M&T Bank
5
M&T Bank
New York
$152K
Name Market Value Shares Shares
Change 		Shares
Change %
TI
51
Trexquant Investment
Connecticut
$428K 29,479 +29,479 New
Osaic Holdings
52
Osaic Holdings
Arizona
$416K 28,657 -370 -1%
Natixis Advisors
53
Natixis Advisors
Massachusetts
$348K 23,967 +1,744 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
54
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$329K 22,700 -54,800 -71%
VRS
55
Virginia Retirement Systems
Virginia
$290K 20,000 -5,500 -22%
QPWM
56
Quadrant Private Wealth Management
Pennsylvania
$286K 19,719 +19,719 New
LPL Financial
57
LPL Financial
California
$270K 18,641 +531 +3%
Teacher Retirement System of Texas
58
Teacher Retirement System of Texas
Texas
$251K 17,332 -2,489 -13%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$240K 16,530 +16,530 New
Charles Schwab
60
Charles Schwab
California
$225K 15,520 – –
Walleye Capital
61
Walleye Capital
New York
$224K 15,437 +15,437 New
GT
62
Glenmede Trust
Pennsylvania
$221K 15,240 -130 -0.8%
SEI Investments
63
SEI Investments
Pennsylvania
$211K 14,524 +785 +6%
JPMPWA
64
J.P. Morgan Private Wealth Advisors
California
$209K 14,420 -845 -6%
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$207K 14,240 +14,240 New
V
66
Veritable
Delaware
$202K 13,905 -1,000 -7%
ASRS
67
Arizona State Retirement System
Arizona
$198K 13,666 +2,094 +18%
Legal & General Group
68
Legal & General Group
United Kingdom
$183K 12,633 +1,579 +14%
Janus Henderson Group
69
Janus Henderson Group
United Kingdom
$173K 11,897 +11,897 New
M&T Bank
70
M&T Bank
New York
$152K 10,466 -46,108 -82%
UBS Group
71
UBS Group
Switzerland
$135K 9,299 +274 +3%
TRCT
72
Tower Research Capital (TRC)
New York
$83K 5,678 +2,107 +59%
QT
73
Quantbot Technologies
New York
$50.8K 3,498 +3,498 New
SOW
74
State of Wyoming
Wyoming
$49.3K 3,395 +3,395 New
Lazard Asset Management
75
Lazard Asset Management
New York
$46K 3,173 +3,173 New
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3
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