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Vertex
VERX

91 hedge funds and large institutions have $392M invested in Vertex in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 20

25% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 12

3% more funds holding

Funds holding: 88 → 91 (+3)

2% less capital invested

Capital invested by funds: $399M → $392M (-$7.28M)

1.45% less ownership

Funds ownership: 61.77% → 60.33% (-1.4%)

Holders
91
Holders Change
+3
Holders Change %
+3.41%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
45
Reduced
20
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
+$3.88M
2
PCM
Palisade Capital Management
New Jersey
+$3.52M
3
Morgan Stanley
Morgan Stanley
New York
+$2.24M
4
Bank of America
Bank of America
North Carolina
+$1.37M
5
Norges Bank
Norges Bank
Norway
+$1.03M

Top Sellers

Rank Fund Capital Flow
1
Tiger Global Management
Tiger Global Management
New York
-$5.16M
2
WHP
Washington Harbour Partners
Virginia
-$4.31M
3
IECM
Intrinsic Edge Capital Management
Illinois
-$2.31M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$1.9M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
76
Deutsche Bank
Germany
$44K – – –
Ensign Peak Advisors
77
Ensign Peak Advisors
Utah
$33K +$29.7K +2,120 New
Canada Life
78
Canada Life
Manitoba, Canada
$32K – – –
Barclays
79
Barclays
United Kingdom
$26K +$23.3K +1,664 New
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$23K +$364 +26 +2%
Citigroup
81
Citigroup
New York
$14K -$10.9K -776 -46%
Wells Fargo
82
Wells Fargo
California
$8K +$602 +43 +9%
TRCT
83
Tower Research Capital (TRC)
New York
$7K -$8.45K -604 -57%
OCM
84
Ovata Capital Management
Hong Kong
$6K +$5.6K +400 New
DFCM
85
Dark Forest Capital Management
Puerto Rico
$5K +$4.49K +321 New
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$2K -$2.8K -200 -67%
Group One Trading
87
Group One Trading
Illinois
$1K -$1.4K -100 -56%
KFI
88
Key Financial Inc
Pennsylvania
$1K – – –
T
89
TCWP
Ohio
$1K +$1.25K +89 New
Tiger Global Management
90
Tiger Global Management
New York
– -$5.16M -325,000 Closed
WHP
91
Washington Harbour Partners
Virginia
– -$4.31M -271,619 Closed
IECM
92
Intrinsic Edge Capital Management
Illinois
– -$2.31M -145,331 Closed
Two Sigma Investments
93
Two Sigma Investments
New York
– -$425K -26,800 Closed
ECM
94
ExodusPoint Capital Management
New York
– -$297K -18,733 Closed
DTL
95
Dynamic Technology Lab
Singapore
– -$266K -16,750 Closed
MWP
96
Meridian Wealth Partners
Pennsylvania
– -$177K -11,128 Closed
Squarepoint
97
Squarepoint
New York
– -$166K -10,447 Closed
FHA
98
First Horizon Advisors
Tennessee
– -$30K -1,894 Closed
Simplex Trading
99
Simplex Trading
Illinois
– -$19K -1,234 Closed
QT
100
Quantbot Technologies
New York
– -$17K -1,100 Closed
1 2 3
4
5

VERX Hedge Fund Activity: Q1 2022 in Review

91 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q1 2022, worth a combined $392M — down 1.8% from $399M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new VERX positions and 12 closed out — a net gain of 3 holders — while 45 added to existing stakes and 20 trimmed.

The largest buyer was TimesSquare Capital Management, adding an estimated $3.88M. The largest seller was Tiger Global Management, exiting entirely with an estimated $5.16M sold.

  • 91 institutional investors held Vertex (VERX) as of Q1 2022, up from 88 in Q4 2021.
  • Funds reported $392M of Vertex stock for Q1 2022, down 1.8% quarter-over-quarter.
  • 15 funds opened new Vertex positions in Q1 2022 and 12 closed out, a net change of +3 holders.
  • The largest Vertex buyer in Q1 2022 was TimesSquare Capital Management, an estimated $3.88M added.
  • The largest Vertex seller in Q1 2022 was Tiger Global Management, an estimated $5.16M sold.

Based on aggregated 13F filings for Q1 2022.