VERX icon

Vertex
VERX

Overview Fund Activity

91 hedge funds and large institutions have $578M invested in Vertex in 2020 Q3 according to their latest regulatory filings, with 91 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
91
Holders Change
+91
Holders Change %
–
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
91
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$46.7M
2
FAM
2
Fred Alger Management
New York
$43.8M
3
Wells Fargo
3
Wells Fargo
California
$41.6M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.2M
5
Capital International Investors
5
Capital International Investors
California
$34.9M

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Federated Hermes
76
Federated Hermes
Pennsylvania
$230K 10,000 +10,000 New
LCM
77
Laurion Capital Management
New York
$230K 10,000 +10,000 New
Morgan Stanley
78
Morgan Stanley
New York
$222K 9,647 +9,647 New
Two Sigma Advisers
79
Two Sigma Advisers
New York
$209K 9,100 +9,100 New
Osaic Holdings
80
Osaic Holdings
Arizona
$190K 8,224 +8,224 New
PCM
81
Prelude Capital Management
New York
$149K 6,498 +6,498 New
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$125K 5,435 +5,435 New
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$107K 4,642 +4,642 New
MWP
84
Meridian Wealth Partners
Pennsylvania
$106K 4,603 +4,603 New
Legal & General Group
85
Legal & General Group
United Kingdom
$46K 2,000 +2,000 New
TRCT
86
Tower Research Capital (TRC)
New York
$19K 839 +839 New
GRP
87
Global Retirement Partners
California
$10K 448 +448 New
IA
88
IFP Advisors
Florida
$2K 100 +100 New
UBS Group
89
UBS Group
Switzerland
$2K 100 +100 New
GEA
90
Glen Eagle Advisors
New Jersey
$276 12 +12 New
CFGS
91
Concourse Financial Group Securities
Alabama
– – – –
SFS
92
Sowell Financial Services
Arkansas
$0 11 +11 New
1 2 3
4