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Vertex
VERX

Overview Fund Activity

252 hedge funds and large institutions have $3.94B invested in Vertex in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 20 closing their positions.

Holders
252
Holders Change
+36
Holders Change %
+16.67%
% of All Funds
3.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
57
Increased
93
Reduced
78
Closed
20
Calls
$159M
Puts
$565K
Net Calls
+$158M
Net Calls Change
+$42.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$337M
2
Invesco
2
Invesco
Georgia
$80.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$61.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$45.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$153M

Top Sellers

1
LA
1
Legacy Advisors
Pennsylvania
$74.6M
2
TCM
2
TimesSquare Capital Management
New York
$53M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$67.9M
5
FAM
5
Fred Alger Management
New York
$110M
Name Market Value Shares Shares
Change 		Shares
Change %
GIM
51
Granahan Investment Management
Massachusetts
$19.3M 362,598 -186,815 -34%
KCM
52
Kornitzer Capital Management
Kansas
$18.4M 345,257 – –
NCGI
53
Next Century Growth Investors
Minnesota
$17.4M 326,997 -177,194 -35%
Millennium Management
54
Millennium Management
New York
$15.6M 292,494 +136,423 +87%
WT
55
Whittier Trust
California
$13.2M 248,095 +87,304 +54%
First Trust Advisors
56
First Trust Advisors
Illinois
$12.6M 236,034 -21,867 -8%
Bank of New York Mellon
57
Bank of New York Mellon
New York
$12.5M 234,274 +62,446 +36%
BS
58
Banco Santander
Spain
$12.4M 232,000 -78,000 -25%
SGM
59
Scalar Gauge Management
Texas
$11.8M 220,970 +220,970 New
Bank Julius Baer & Co
60
Bank Julius Baer & Co
Switzerland
$11.5M 215,102 +24,383 +13%
MMA
61
Mizuho Markets Americas
New York
$10.9M 204,299 -52,100 -20%
Comerica Bank
62
Comerica Bank
Texas
$10.4M 194,337 -938 -0.5%
WC
63
Westwind Capital
New Mexico
$9.97M 186,852 +413 +0.2%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$9.56M 179,268 -7,323 -4%
AM
65
AGF Management
Ontario, Canada
$9.42M 176,593 +176,593 New
GS
66
Gagnon Securities
New York
$9.38M 175,810 -1,302 -0.7%
KCM
67
Kennedy Capital Management
Missouri
$9.13M 171,048 -34,832 -17%
UBS AM
68
UBS AM
Illinois
$8.83M 165,521 +25,991 +19%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$8.69M 162,947 +162,947 New
TI
70
Tidal Investments
Wisconsin
$8.38M 156,994 +156,994 New
PC
71
Pier Capital
Connecticut
$8.32M 155,927 -75,463 -33%
Nuveen Asset Management
72
Nuveen Asset Management
Illinois
$8.22M 153,985 +7,364 +5%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$7.08M 132,797 -13,525 -9%
WTC
74
WhitTier Trust Company
Nevada
$6.73M 126,102 +45,987 +57%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$6.62M 124,144 +9,315 +8%
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