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Vertex
VERX

100 hedge funds and large institutions have $982M invested in Vertex in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more capital invested

Capital invested by funds: $578M → $982M (+$404M)

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

43% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 23

14.47% more ownership

Funds ownership: 95.26% → 109.73% (+14%)

10% more funds holding

Funds holding: 91 → 100 (+9)

Holders
100
Holders Change
+9
Holders Change %
+9.89%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
33
Reduced
23
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCA
Conestoga Capital Advisors
Pennsylvania
+$70M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$56.2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$30.8M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$13M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$11M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$27.7M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$18M
3
BlackRock
BlackRock
New York
-$8.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$7.71M
5
American Century Companies
American Century Companies
Missouri
-$6.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
101
AllianceBernstein
Tennessee
– -$27.7M -1,203,255 Closed
American Century Companies
102
American Century Companies
Missouri
– -$6.12M -265,909 Closed
LOAMU
103
Lombard Odier Asset Management (USA)
New York
– -$5.75M -250,000 Closed
Invesco
104
Invesco
Georgia
– -$4.21M -183,225 Closed
VOYA Investment Management
105
VOYA Investment Management
Georgia
– -$3.59M -156,087 Closed
ZP
106
Zimmer Partners
New York
– -$2.3M -100,000 Closed
NCGI
107
Next Century Growth Investors
Minnesota
– -$2M -87,058 Closed
MWNA
108
Marshall Wace North America
New York
– -$1.81M -78,960 Closed
HI
109
HBK Investments
Texas
– -$1.73M -75,000 Closed
BBCM
110
Broad Bay Capital Management
New York
– -$1.38M -60,000 Closed
Arrowstreet Capital
111
Arrowstreet Capital
Massachusetts
– -$872K -37,910 Closed
Capital Research Global Investors
112
Capital Research Global Investors
California
– -$816K -35,472 Closed
DKCM
113
Davidson Kempner Capital Management
New York
– -$807K -35,000 Closed
Russell Investments Group
114
Russell Investments Group
United Kingdom
– -$796K -34,644 Closed
PP
115
Paloma Partners
Connecticut
– -$723K -31,420 Closed
Fidelity Investments
116
Fidelity Investments
Massachusetts
– -$708K -30,803 Closed
CSS
117
Cubist Systematic Strategies
Connecticut
– -$542K -23,557 Closed
MS
118
Maven Securities
Jersey
– -$469K -20,000 Closed
CF
119
CNA Financial
Illinois
– -$322K -13,980 Closed
Federated Hermes
120
Federated Hermes
Pennsylvania
– -$230K -10,000 Closed
Two Sigma Advisers
121
Two Sigma Advisers
New York
– -$209K -9,100 Closed
PCM
122
Prelude Capital Management
New York
– -$149K -6,498 Closed
1 2 3 4
5

VERX Hedge Fund Activity: Q4 2020 in Review

100 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q4 2020, worth a combined $982M — up 70% from $578M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new VERX positions and 22 closed out — a net gain of 10 holders — while 33 added to existing stakes and 23 trimmed.

The largest buyer was Conestoga Capital Advisors, opening a new position worth an estimated $70M. The largest seller was AllianceBernstein, exiting entirely with an estimated $27.7M sold.

  • 100 institutional investors held Vertex (VERX) as of Q4 2020, up from 91 in Q3 2020.
  • Funds reported $982M of Vertex stock for Q4 2020, up 70% quarter-over-quarter.
  • 32 funds opened new Vertex positions in Q4 2020 and 22 closed out, a net change of +10 holders.
  • The largest Vertex buyer in Q4 2020 was Conestoga Capital Advisors, an estimated $70M added.
  • The largest Vertex seller in Q4 2020 was AllianceBernstein, an estimated $27.7M sold.

Based on aggregated 13F filings for Q4 2020.