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Vertex
VERX

Overview Fund Activity

252 hedge funds and large institutions have $3.94B invested in Vertex in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 20 closing their positions.

Holders
252
Holders Change
+36
Holders Change %
+16.67%
% of All Funds
3.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
57
Increased
93
Reduced
78
Closed
20
Calls
$159M
Puts
$565K
Net Calls
+$158M
Net Calls Change
+$42.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$337M
2
Invesco
2
Invesco
Georgia
$80.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$61.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$45.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$153M

Top Sellers

1
LA
1
Legacy Advisors
Pennsylvania
$74.6M
2
TCM
2
TimesSquare Capital Management
New York
$53M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$67.9M
5
FAM
5
Fred Alger Management
New York
$110M
Name Market Value Shares Shares
Change 		Shares
Change %
HIM
76
Herald Investment Management
United Kingdom
$6.41M 120,000 – –
VOYA Investment Management
77
VOYA Investment Management
Georgia
$6.4M 120,038 +102,300 +577%
Baird Financial Group
78
Baird Financial Group
Wisconsin
$6.31M 118,360 -3,355 -3%
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$6.18M 115,764 -195,272 -63%
Swiss National Bank
80
Swiss National Bank
Switzerland
$6.17M 115,700 +7,900 +7%
GA
81
Gagnon Advisors
New York
$6.17M 115,594 – –
Universal-Beteiligungs- und Servicegesellschaft
82
Universal-Beteiligungs- und Servicegesellschaft
Germany
$6.02M 112,803 +112,803 New
Jane Street
83
Jane Street
New York
$5.81M 108,870 +54,615 +101%
PVM
84
Palogic Value Management
Texas
$5.34M 100,000 -25,000 -20%
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$5.28M 98,890 +98,890 New
Renaissance Technologies
86
Renaissance Technologies
New York
$5.05M 94,700 -214,800 -69%
EI
87
EAM Investors
California
$4.98M 93,254 +93,254 New
SEI Investments
88
SEI Investments
Pennsylvania
$4.6M 86,284 +7,430 +9%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$4.25M 79,675 +3,900 +5%
Squarepoint
90
Squarepoint
New York
$4.19M 78,540 -119,128 -60%
Mirae Asset Global ETFs Holdings
91
Mirae Asset Global ETFs Holdings
Hong Kong
$4.19M 78,474 +4,756 +6%
SCM
92
Saba Capital Management
New York
$4.12M 77,292 -1,798 -2%
BAM
93
Bullseye Asset Management
Colorado
$4.07M 76,360 +9,289 +14%
EGI
94
EAM Global Investors
California
$3.94M 73,837 +73,837 New
Balyasny Asset Management
95
Balyasny Asset Management
Illinois
$3.93M 73,616 +73,616 New
Legal & General Group
96
Legal & General Group
United Kingdom
$3.6M 67,461 +4,650 +7%
EF
97
Empowered Funds
Pennsylvania
$3.36M 63,038 +63,038 New
AllianceBernstein
98
AllianceBernstein
Tennessee
$3.23M 60,571 +1,445 +2%
TPM
99
Triasima Portfolio Management
Quebec, Canada
$3.13M 58,761 +58,761 New
WCA
100
Westover Capital Advisors
Delaware
$2.96M 55,427 +632 +1%
2 3
4
5 6