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178 hedge funds and large institutions have $1.77B invested in Vertex in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $9.46M | Put options by funds: $2.18M

269% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 13

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more funds holding

Funds holding: 144178 (+34)

22% more capital invested

Capital invested by funds: $1.45B → $1.77B (+$325M)

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

1.43% more ownership

Funds ownership: 89.2%90.63% (+1.4%)

Holders
178
Holders Change
+34
Holders Change %
+23.61%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
48
Increased
61
Reduced
50
Closed
13
Calls
$9.46M
Puts
$2.18M
Net Calls
+$7.28M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$1.95M -$272K -10,091 -14%
Barclays
77
Barclays
United Kingdom
$1.95M +$1.11M +41,250 +206%
CS
78
Credit Suisse
Switzerland
$1.87M +$23.5K +872 +2%
BAM
79
Bullseye Asset Management
Colorado
$1.83M +$337K +12,500 +28%
UBS AM
80
UBS AM
Illinois
$1.81M
OAM
81
Oppenheimer Asset Management
New York
$1.64M +$15.9K +589 +1%
Legal & General Group
82
Legal & General Group
United Kingdom
$1.59M +$54.9K +2,035 +4%
Jane Street
83
Jane Street
New York
$1.54M -$1.1M -40,590 -46%
BFM
84
Boothbay Fund Management
New York
$1.47M -$268K -9,915 -18%
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$1.46M +$73.4K +2,719 +6%
SEI Investments
86
SEI Investments
Pennsylvania
$1.42M -$163K -6,050 -12%
KWM
87
Keebeck Wealth Management
Illinois
$1.4M +$352K +13,059 +42%
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$1.34M +$224K +8,309 +14%
EGM
89
Engineers Gate Manager
New York
$1.34M +$246K +9,126 +28%
AG
90
Algert Global
California
$1.19M +$161K +5,960 +19%
Natixis Advisors
91
Natixis Advisors
Massachusetts
$1.19M -$299K -11,082 -23%
LPL Financial
92
LPL Financial
California
$1.17M -$12.4K -458 -1%
JF
93
Jump Financial
Illinois
$1.17M -$948K -35,134 -49%
RA
94
Royce & Associates
New York
$1.11M +$351K +13,000 +59%
Bank of New York Mellon
95
Bank of New York Mellon
New York
$1.09M -$491K -18,192 -35%
SIAP
96
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.05M
Marshall Wace
97
Marshall Wace
United Kingdom
$952K +$808K +29,961 New
Squarepoint
98
Squarepoint
New York
$842K +$715K +26,504 New
MNBTD
99
Moody National Bank Trust Division
Texas
$806K +$176K +6,529 +35%
ECU
100
Eisler Capital (US)
New York
$742K +$630K +23,357 New