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Vertex
VERX

Overview Fund Trends Analyst Outlook Journalist POV

82 hedge funds and large institutions have $570M invested in Vertex in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership: →

less funds holding

Funds holding: →

less capital invested

Capital invested by funds: $ → $

70% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 23

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
82
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
–
Puts
–
Net Calls
Net Calls Change

Top Buyers

1
+$15.1M
2
+$13.6M
3
+$9.36M
4
SCM
Segantii Capital Management
Hong Kong
+$6.59M
5
FAM
Fred Alger Management
New York
+$6.4M

Top Sellers

1
-$70.8M
2
-$29.6M
3
-$15.6M
4
AI
Advent International
Massachusetts
-$14.4M
5
BlackRock
BlackRock
New York
-$9.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
76
$10K
77
$2K
78
$2K
79
$2K
80
$1K
81
$1K
82
$264
83
–
84
–
85
–
86
–
87
–
88
–
89
–
90
–
91
–
92
–
93
–
94
–
95
–
96
–
97
–
98
–
99
–
100
–
1 2 3
4
5