120 hedge funds and large institutions have $1.04B invested in Vertex in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 31 reducing their positions, and 21 closing their positions.

Holders
120
Holders Change
-1
Holders Change %
-0.83%
% of All Funds
1.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
20
Increased
56
Reduced
31
Closed
21
Calls
$2.79M
Puts
$526K
Net Calls
+$2.27M
Net Calls Change
-$99K
Name Holding Trade Value Shares
Change
Shares
Change %
Barclays
76
Barclays
United Kingdom
$534K +$162K +6,994 +43%
SEI Investments
77
SEI Investments
Pennsylvania
$404K +$47K +2,036 +13%
Allianz Asset Management
78
Allianz Asset Management
Germany
$400K
GT
79
Glenmede Trust
Pennsylvania
$390K +$49.8K +2,156 +15%
PFO
80
Pathstone Family Office
New Jersey
$344K +$344K +14,905 New
ASRS
81
Arizona State Retirement System
Arizona
$319K +$42.1K +1,822 +15%
CCIA
82
Campbell & Co Investment Adviser
Maryland
$319K -$56.2K -2,431 -15%
MNBTD
83
Moody National Bank Trust Division
Texas
$312K +$312K +13,500 New
QT
84
Quantbot Technologies
New York
$301K -$19.2K -832 -6%
OQS
85
Occudo Quantitative Strategies
Florida
$286K -$666K -28,840 -70%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$275K -$1,000K -43,068 -78%
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$273K +$273K +11,808 New
PFM
88
Premier Fund Managers
United Kingdom
$267K +$267K +11,848 New
AQR Capital Management
89
AQR Capital Management
Connecticut
$241K -$897K -38,818 -79%
CAN
90
Cetera Advisor Networks
California
$241K -$31.8K -1,378 -12%
RJA
91
Raymond James & Associates
Florida
$224K +$224K +9,712 New
Teacher Retirement System of Texas
92
Teacher Retirement System of Texas
Texas
$216K -$43.9K -1,899 -17%
UBS Group
93
UBS Group
Switzerland
$195K -$63.8K -2,763 -25%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$155K
PCM
95
Penserra Capital Management
California
$126K +$126K +5,496 New
Canada Life
96
Canada Life
Manitoba, Canada
$121K +$75.3K +3,272 +165%
Deutsche Bank
97
Deutsche Bank
Germany
$101K +$101K +4,365 New
AIM
98
Arcadia Investment Management
Michigan
$61.6K +$11.3K +488 +22%
RA
99
RiverPark Advisors
New York
$59.7K +$59.7K +2,584 New
Wells Fargo
100
Wells Fargo
California
$54.4K +$7.62K +330 +16%