Vertex
VERX
VERX
99 hedge funds and large institutions have $981M invested in Vertex in 2020 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 23 reducing their positions, and 22 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
9% more funds holding
Funds holding: 91 → 99 (+8)
Holders
99
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$89.6M | |
| 2 | +$71.9M | |
| 3 | +$39.4M | |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
+$16.7M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$14M |
Top Sellers
| 1 | -$27.7M | |
| 2 | -$23M | |
| 3 | -$10.8M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$9.86M |
| 5 |
CCM
CAAS Capital Management
New York
|
-$7.51M |