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Vertex
VERX

Overview Fund Activity

101 hedge funds and large institutions have $497M invested in Vertex in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
101
Holders Change
+19
Holders Change %
+23.17%
% of All Funds
1.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
26
Increased
38
Reduced
26
Closed
7
Calls
$931K
Puts
$41K
Net Calls
+$890K
Net Calls Change
+$890K

Top Buyers

1
TCM
1
Tensile Capital Management
California
$86.6M
2
Invesco
2
Invesco
Georgia
$4.84M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$56.8M
4
PI
4
Putnam Investments
Massachusetts
$4.5M
5
NCGI
5
Next Century Growth Investors
Minnesota
$11.2M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$2.59M
2
FAM
2
Fred Alger Management
New York
$54.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.18M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$329K
5
M&T Bank
5
M&T Bank
New York
$152K
Name Market Value Shares Shares
Change 		Shares
Change %
Deutsche Bank
76
Deutsche Bank
Germany
$41.3K 2,846 +2,846 New
Canada Life
77
Canada Life
Manitoba, Canada
$29K 1,984 – –
Barclays
78
Barclays
United Kingdom
$24K 1,670 +82 +5%
Citigroup
79
Citigroup
New York
$21.3K 1,466 +417 +40%
TWM
80
Tradition Wealth Management
Minnesota
$20K 1,385 – –
AIM
81
Arcadia Investment Management
Michigan
$19.1K 1,316 +1,316 New
US Bancorp
82
US Bancorp
Minnesota
$18.1K 1,246 -5,125 -80%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$17.8K 1,225 -128 -9%
Wells Fargo
84
Wells Fargo
California
$15.7K 1,081 +15 +1%
MA
85
MCF Advisors
Kentucky
$14.2K 979 +242 +33%
ZB
86
Zions Bancorporation
Utah
$5.54K 382 +382 New
Dimensional Fund Advisors
87
Dimensional Fund Advisors
Texas
$2.84K 195,439 +9,614 +5%
S
88
SignatureFD
Georgia
$2.68K 185 +185 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$1.63K 112 +112 New
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.36K 94 +94 New
Group One Trading
91
Group One Trading
Illinois
$1.15K 79 – –
LC
92
Lindbrook Capital
California
$972 67 +67 New
KFI
93
Key Financial Inc
Pennsylvania
$478 35 – –
GTCM
94
Gyon Technologies Capital Management
New Jersey
$203 14 +14 New
QC
95
Quent Capital
New York
$58 4 – –
SC
96
Schubert & Co
Texas
$58 4 +1 +33%
JWA
97
JFS Wealth Advisors
Pennsylvania
$58 4 +3 +300%
SIC
98
SJS Investment Consulting
Ohio
$29 2 +1 +100%
TWA
99
TCI Wealth Advisors
Arizona
$15 1 – –
AF
100
Advisornet Financial
Minnesota
$15 1 +1 New
1 2 3
4
5