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Vertex
VERX

Overview Fund Activity

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.

Holders
144
Holders Change
+24
Holders Change %
+20%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
39
Increased
59
Reduced
31
Closed
13
Calls
$3.63M
Puts
$1.09M
Net Calls
+$2.55M
Net Calls Change
+$279K

Top Buyers

1
LA
1
Legacy Advisors
Pennsylvania
$87.4M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$37.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$26M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$150M
5
VEPM
5
Vista Equity Partners Management
California
$14.1M

Top Sellers

1
BMCM
1
Bryn Mawr Capital Management
Pennsylvania
$43M
2
TCM
2
Tensile Capital Management
California
$138M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$98.8M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
FAM
5
Fred Alger Management
New York
$119M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$4.4M 163,365 +26,765 +20%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$4.34M 161,262 +126,688 +366%
Voloridge Investment Management
53
Voloridge Investment Management
Florida
$4.31M 160,044 +119,395 +294%
EGI
54
EAM Global Investors
California
$4.16M 154,353 +154,353 New
BCIM
55
British Columbia Investment Management
British Columbia, Canada
$4.12M 153,000 +153,000 New
Russell Investments Group
56
Russell Investments Group
United Kingdom
$3.8M 141,155 +141,155 New
Macquarie Group
57
Macquarie Group
Australia
$3.64M 135,192 +135,192 New
HIM
58
Hillsdale Investment Management
Ontario, Canada
$3.54M 131,382 -200 -0.2%
MWP
59
Meridian Wealth Partners
Pennsylvania
$3.39M 125,865 – –
EI
60
EAM Investors
California
$3.36M 124,781 +124,781 New
HIM
61
Herald Investment Management
United Kingdom
$3.23M 120,000 -30,000 -20%
Citadel Advisors
62
Citadel Advisors
Florida
$3.08M 114,404 +54,604 +91%
GS
63
Gagnon Securities
New York
$2.67M 99,030 +99,030 New
Swiss National Bank
64
Swiss National Bank
Switzerland
$2.59M 96,000 -10,500 -10%
Goldman Sachs
65
Goldman Sachs
New York
$2.49M 92,460 -14,002 -13%
Jane Street
66
Jane Street
New York
$2.4M 88,929 +36,844 +71%
Calamos Advisors
67
Calamos Advisors
Illinois
$2.01M 74,794 +74,794 New
QC
68
Quadrature Capital
United Kingdom
$1.99M 73,909 +47,031 +175%
JF
69
Jump Financial
Illinois
$1.94M 71,901 +71,901 New
Truist Financial
70
Truist Financial
North Carolina
$1.93M 71,509 -53,277 -43%
AR
71
Advisory Research
Illinois
$1.63M 60,369 +21,570 +56%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$1.61M 59,727 -1,728 -3%
Osaic Holdings
73
Osaic Holdings
Arizona
$1.58M 58,597 -34,570 -37%
CS
74
Credit Suisse
Switzerland
$1.57M 58,106 +4,438 +8%
GA
75
Gagnon Advisors
New York
$1.56M 57,797 +57,797 New
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