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178 hedge funds and large institutions have $1.77B invested in Vertex in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $9.46M | Put options by funds: $2.18M

269% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 13

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more funds holding

Funds holding: 144178 (+34)

22% more capital invested

Capital invested by funds: $1.45B → $1.77B (+$325M)

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

1.43% more ownership

Funds ownership: 89.2%90.63% (+1.4%)

Holders
178
Holders Change
+34
Holders Change %
+23.61%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
48
Increased
61
Reduced
50
Closed
13
Calls
$9.46M
Puts
$2.18M
Net Calls
+$7.28M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$7.16M -$528K -19,577 -8%
GIPM
52
G2 Investment Partners Management
New York
$7.1M -$950K -35,215 -14%
GS
53
Gagnon Securities
New York
$6.93M +$3.22M +119,204 +120%
D.E. Shaw & Co
54
D.E. Shaw & Co
New York
$6.63M -$1.03M -38,304 -16%
Two Sigma Investments
55
Two Sigma Investments
New York
$6.61M -$1.45M -53,672 -21%
Macquarie Group
56
Macquarie Group
Australia
$6.52M +$1.96M +72,606 +54%
Northern Trust
57
Northern Trust
Illinois
$5.79M -$110K -4,065 -2%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$5.68M +$420K +15,572 +10%
SC
59
Sculptor Capital
New York
$4.8M +$4.08M +151,078 New
Voloridge Investment Management
60
Voloridge Investment Management
Florida
$4.69M -$330K -12,242 -8%
BPC
61
Banque Pictet & Cie
Switzerland
$4.63M +$3.93M +145,659 New
HIM
62
Hillsdale Investment Management
Ontario, Canada
$4.53M +$305K +11,300 +9%
SSA
63
Schonfeld Strategic Advisors
New York
$4.48M -$2.89M -107,014 -43%
PVM
64
Palogic Value Management
Texas
$4.45M -$944K -35,000 -20%
Citigroup
65
Citigroup
New York
$4.18M +$2.87M +106,304 +418%
MWP
66
Meridian Wealth Partners
Pennsylvania
$3.98M -$15.5K -574 -0.5%
HIM
67
Herald Investment Management
United Kingdom
$3.81M
GA
68
Gagnon Advisors
New York
$3.67M +$1.56M +57,797 +100%
Swiss National Bank
69
Swiss National Bank
Switzerland
$3.21M +$140K +5,200 +5%
WAM
70
Weiss Asset Management
Massachusetts
$3.18M +$2.7M +100,000 New
Norges Bank
71
Norges Bank
Norway
$3.03M -$3.39M -125,591 -57%
QC
72
Quadrature Capital
United Kingdom
$2.93M +$493K +18,258 +25%
JFG
73
Jefferies Financial Group
New York
$2.71M +$2.3M +85,397 New
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$2.34M +$1.99M +73,764 New
Hudson Bay Capital Management
75
Hudson Bay Capital Management
Connecticut
$2.06M +$1.75M +65,000 New