VERX icon

Vertex
VERX

Overview Fund Activity

88 hedge funds and large institutions have $399M invested in Vertex in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
34
Closed
9
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$28K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$53M
2
PCM
2
Palisade Capital Management
New Jersey
$8.38M
3
WHP
3
Washington Harbour Partners
Virginia
$4.31M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.6M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$1.98M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Comerica Bank
2
Comerica Bank
Texas
$3.48M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$9.66M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$41.6M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$54.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$27K 1,680 +1,200 +250%
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$24K 1,493 +372 +33%
Simplex Trading
78
Simplex Trading
Illinois
$19K 1,234 -3,468 -74%
US Bancorp
79
US Bancorp
Minnesota
$17K 1,068 -6,206 -85%
TRCT
80
Tower Research Capital (TRC)
New York
$17K 1,059 +953 +899%
QT
81
Quantbot Technologies
New York
$17K 1,100 +1,100 New
Wells Fargo
82
Wells Fargo
California
$8K 481 +217 +82%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$5K 300 – –
Group One Trading
84
Group One Trading
Illinois
$3K 179 -321 -64%
KFI
85
Key Financial Inc
Pennsylvania
$1K 35 – –
CG
86
Cutler Group
California
$1K 70 – –
VRS
87
Virginia Retirement Systems
Virginia
$206 13,000 +13,000 New
Capital International Investors
88
Capital International Investors
California
– – -1,421,080 Closed
Jane Street
89
Jane Street
New York
– – -48,295 Closed
Two Sigma Advisers
90
Two Sigma Advisers
New York
– – -23,300 Closed
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
– – -18,754 Closed
CIBC Private Wealth Group
92
CIBC Private Wealth Group
Georgia
– – -14,220 Closed
CAM
93
Cresset Asset Management
Illinois
– – -10,903 Closed
GCP
94
GSA Capital Partners
United Kingdom
– – -10,790 Closed
S
95
SignatureFD
Georgia
– – -750 Closed
GEA
96
Glen Eagle Advisors
New Jersey
– – -12 Closed
CFGS
97
Concourse Financial Group Securities
Alabama
– – – –
GWSG
98
GPS Wealth Strategies Group
Colorado
$0 3 – –
1 2 3
4