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Vertex
VERX

100 hedge funds and large institutions have $982M invested in Vertex in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital invested

Capital invested by funds: $578M → $982M (+$404M)

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

14.47% more ownership

Funds ownership: 95.26% → 109.73% (+14%)

10% more funds holding

Funds holding: 91 → 100 (+9)

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
33
Reduced
23
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
+$70M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$56.2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$30.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$13M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$11M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$27.7M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$18M
3
BlackRock
BlackRock
New York
-$8.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.71M
5
American Century Companies
American Century Companies
Missouri
-$6.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
76
Jane Street
New York
$292K +$228K +8,377 New
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$261K -$18M -660,133 -99%
ASRS
78
Arizona State Retirement System
Arizona
$253K +$198K +7,262 New
NCM
79
Nellore Capital Management
California
$209K +$163K +6,000 New
M&T Bank
80
M&T Bank
New York
$207K -$129K -4,736 -44%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$162K – – –
MWP
82
Meridian Wealth Partners
Pennsylvania
$160K – – –
FC
83
FORA Capital
Florida
$110K +$86.2K +3,165 New
LSA
84
Leonteq Securities AG
Switzerland
$105K +$81.7K +3,000 New
Legal & General Group
85
Legal & General Group
United Kingdom
$76K +$4.63K +170 +9%
Canada Life
86
Canada Life
Manitoba, Canada
$69K +$54K +1,984 New
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$25K +$19.9K +730 New
Citigroup
88
Citigroup
New York
$23K +$17.6K +648 New
AS
89
Altshuler Shaham
Israel
$21K +$16.7K +612 New
GRP
90
Global Retirement Partners
California
$16K – – –
CTFG
91
Capstone Triton Financial Group
Oklahoma
$15K +$11.9K +437 New
UBS Group
92
UBS Group
Switzerland
$6K +$1.82K +67 +67%
TRCT
93
Tower Research Capital (TRC)
New York
$3K -$20.1K -739 -88%
IA
94
IFP Advisors
Florida
$3K – – –
HFA
95
Hoover Financial Advisors
Pennsylvania
$3K +$2.86K +105 New
ASN
96
Advisory Services Network
Georgia
$2K +$1.44K +53 New
SFS
97
Sowell Financial Services
Arkansas
$1K +$463 +17 +155%
IAIM
98
International Assets Investment Management
Florida
$1K +$681 +25 New
KFI
99
Key Financial Inc
Pennsylvania
$1K +$953 +35 New
GEA
100
Glen Eagle Advisors
New Jersey
$418 – – –
1 2 3
4
5

VERX Hedge Fund Activity: Q4 2020 in Review

100 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q4 2020, worth a combined $982M — up 70% from $578M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VERX positions and 22 closed out — a net gain of 10 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Conestoga Capital Advisors, opening a new position worth an estimated $70M. The largest seller was AllianceBernstein, exiting entirely with an estimated $27.7M sold.

  • 100 institutional investors held Vertex (VERX) as of Q4 2020, up from 91 in Q3 2020.
  • Funds reported $982M of Vertex stock for Q4 2020, up 70% quarter-over-quarter.
  • 32 funds opened new Vertex positions in Q4 2020 and 22 closed out, a net change of +10 holders.
  • The largest Vertex buyer in Q4 2020 was Conestoga Capital Advisors, an estimated $70M added.
  • The largest Vertex seller in Q4 2020 was AllianceBernstein, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2020.