129 hedge funds and large institutions have $794M invested in Vertex in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
43
Reduced
27
Closed
12
Calls
$10.8M
Puts
$39K
Net Calls
+$10.7M
Net Calls Change
+$9.85M
Name Market Value Shares Shares
Change
Shares
Change %
QT
76
Quantbot Technologies
New York
$446K 21,548 +18,050 +516%
Natixis Advisors
77
Natixis Advisors
Massachusetts
$437K 21,100 -2,867 -12%
OQS
78
Occudo Quantitative Strategies
Florida
$436K 21,074 +21,074 New
Legal & General Group
79
Legal & General Group
United Kingdom
$405K 19,565 +6,932 +55%
Allianz Asset Management
80
Allianz Asset Management
Germany
$358K 17,296 +17,296 New
Verition Fund Management
81
Verition Fund Management
Connecticut
$350K 16,919 +16,919 New
LPL Financial
82
LPL Financial
California
$349K 16,857 -1,784 -10%
Charles Schwab
83
Charles Schwab
California
$321K 15,520
Connor, Clark & Lunn Investment Management (CC&L)
84
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$318K 15,388 +15,388 New
Simplex Trading
85
Simplex Trading
Illinois
$312K 15,082 +15,082 New
V
86
Veritable
Delaware
$308K 14,905 +1,000 +7%
GT
87
Glenmede Trust
Pennsylvania
$305K 14,740 -500 -3%
UBS AM
88
UBS AM
Illinois
$299K 14,473 +14,473 New
Squarepoint
89
Squarepoint
New York
$297K 14,339 +14,339 New
ASRS
90
Arizona State Retirement System
Arizona
$292K 14,120 +454 +3%
QPWM
91
Quadrant Private Wealth Management
Pennsylvania
$284K 13,719 -6,000 -30%
Teacher Retirement System of Texas
92
Teacher Retirement System of Texas
Texas
$278K 13,421 -3,911 -23%
JPMPWA
93
J.P. Morgan Private Wealth Advisors
California
$277K 13,396 -1,024 -7%
VRS
94
Virginia Retirement Systems
Virginia
$275K 13,300 -6,700 -34%
GCP
95
GSA Capital Partners
United Kingdom
$259K 12,533 +12,533 New
Barclays
96
Barclays
United Kingdom
$175K 8,440 +6,770 +405%
SOW
97
State of Wyoming
Wyoming
$128K 6,173 +2,778 +82%
UBS Group
98
UBS Group
Switzerland
$127K 6,123 -3,176 -34%
CMF
99
Counterpoint Mutual Funds
California
$117K 5,634 +5,634 New
Lazard Asset Management
100
Lazard Asset Management
New York
$104K 5,051 +1,878 +59%