VERX icon

Vertex
VERX

Overview Fund Activity

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.

Holders
82
Holders Change
-17
Holders Change %
-17.17%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
39
Reduced
20
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$66.3M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$70.2M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$19.9M
4
SCM
4
Segantii Capital Management
Hong Kong
$6.59M
5
FAM
5
Fred Alger Management
New York
$52.2M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Wells Fargo
2
Wells Fargo
California
$10.8M
3
Jennison Associates
3
Jennison Associates
New York
$0
4
AI
4
Advent International
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
76
UBS Group
Switzerland
$10K 445 +278 +166%
IA
77
IFP Advisors
Florida
$2K 100 – –
HFA
78
Hoover Financial Advisors
Pennsylvania
$2K 105 – –
IAIM
79
International Assets Investment Management
Florida
$2K 53 +28 +112%
SFS
80
Sowell Financial Services
Arkansas
$1K 28 – –
KFI
81
Key Financial Inc
Pennsylvania
$1K 35 – –
GEA
82
Glen Eagle Advisors
New Jersey
$264 12 – –
Viking Global Investors
83
Viking Global Investors
Connecticut
– – -2,031,639 Closed
Jennison Associates
84
Jennison Associates
New York
– – -448,334 Closed
AI
85
Advent International
Massachusetts
– – -414,521 Closed
Franklin Resources
86
Franklin Resources
California
– – -164,135 Closed
Lazard Asset Management
87
Lazard Asset Management
New York
– – -138,506 Closed
NIP
88
Nicholas Investment Partners
California
– – -68,537 Closed
First Trust Advisors
89
First Trust Advisors
Illinois
– – -38,076 Closed
Mirae Asset Global Investments
90
Mirae Asset Global Investments
South Korea
– – -35,408 Closed
PG
91
Pendal Group
Australia
– – -34,354 Closed
MFS
92
Mirabella Financial Services
United Kingdom
– – -26,505 Closed
CCM
93
CAAS Capital Management
New York
– – -24,471 Closed
Two Sigma Investments
94
Two Sigma Investments
New York
– – -19,917 Closed
Select Equity Group
95
Select Equity Group
New York
– – -17,642 Closed
Citadel Advisors
96
Citadel Advisors
Florida
– – -15,502 Closed
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
– – -12,483 Closed
Jane Street
98
Jane Street
New York
– – -8,377 Closed
Janus Henderson Group
99
Janus Henderson Group
United Kingdom
– – -7,480 Closed
ASRS
100
Arizona State Retirement System
Arizona
– – -7,262 Closed
1 2 3
4
5