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Vertex
VERX

Overview Fund Activity

216 hedge funds and large institutions have $2.67B invested in Vertex in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
216
Holders Change
+14
Holders Change %
+6.93%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
42
Increased
85
Reduced
64
Closed
26
Calls
$117M
Puts
$995K
Net Calls
+$116M
Net Calls Change
+$5.89M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$37.6M
2
BCM
2
Brown Capital Management
Maryland
$20.9M
3
PFM
3
Premier Fund Managers
United Kingdom
$19.3M
4
GCM
4
Geneva Capital Management
Wisconsin
$55.9M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$16.2M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$98M
2
BMCM
2
Bryn Mawr Capital Management
Pennsylvania
$0
3
TCM
3
Tensile Capital Management
California
$156M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$87.8M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Renaissance Technologies
51
Renaissance Technologies
New York
$11.9M 309,500 -67,600 -18%
Goldman Sachs
52
Goldman Sachs
New York
$10.7M 278,698 +45,174 +19%
First Trust Advisors
53
First Trust Advisors
Illinois
$9.93M 257,901 -37,823 -13%
MMA
54
Mizuho Markets Americas
New York
$9.87M 256,399 -87,625 -25%
T. Rowe Price Associates
55
T. Rowe Price Associates
Maryland
$9.82M 255,050 -1,800 -0.7%
PC
56
Pier Capital
Connecticut
$8.91M 231,390 +4,195 +2%
KCM
57
Kennedy Capital Management
Missouri
$7.93M 205,880 -45,014 -18%
Squarepoint
58
Squarepoint
New York
$7.61M 197,668 +197,668 New
Comerica Bank
59
Comerica Bank
Texas
$7.52M 195,275 -36,883 -16%
Bank Julius Baer & Co
60
Bank Julius Baer & Co
Switzerland
$7.44M 190,719 +190,719 New
GIPM
61
G2 Investment Partners Management
New York
$7.38M 191,510 -46,940 -20%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$7.19M 186,591 -61,410 -25%
WC
63
Westwind Capital
New Mexico
$7.18M 186,439 +186,439 New
GS
64
Gagnon Securities
New York
$6.82M 177,112 -907 -0.5%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$6.62M 171,828 -49,078 -22%
WT
66
Whittier Trust
California
$6.19M 160,791 +7,858 +5%
Millennium Management
67
Millennium Management
New York
$6.01M 156,071 +140,465 +900%
Nuveen Asset Management
68
Nuveen Asset Management
Illinois
$5.65M 146,621 +2,028 +1%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$5.63M 146,322 -36,955 -20%
UBS AM
70
UBS AM
Illinois
$5.37M 139,530 +22,228 +19%
HIM
71
Hillsdale Investment Management
Ontario, Canada
$5.36M 139,082 +1,100 +0.8%
PVM
72
Palogic Value Management
Texas
$4.81M 125,000 – –
Baird Financial Group
73
Baird Financial Group
Wisconsin
$4.69M 121,715 +33,376 +38%
HIM
74
Herald Investment Management
United Kingdom
$4.62M 120,000 – –
GA
75
Gagnon Advisors
New York
$4.45M 115,594 – –
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