Vertex
VERX
VERX
144 hedge funds and large institutions have $1.45B invested in Vertex in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 13 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
20% more funds holding
Funds holding: 120 → 144 (+24)
7.51% more ownership
Funds ownership: 81.69% → 89.2% (+7.5%)
Holders
144
Holding in Top 10
5
Calls
$3.63M
Puts
$1.09M
Top Buyers
| 1 | +$82M | |
| 2 | +$37.3M | |
| 3 | +$21.2M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.2M |
| 5 |
VEPM
Vista Equity Partners Management
San Francisco,
California
|
+$14.1M |
Top Sellers
| 1 | -$26.9M | |
| 2 | -$18.6M | |
| 3 | -$8.08M | |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$7.08M |
| 5 |
FAM
Fred Alger Management
New York
|
-$6.32M |