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Vertex
VERX

Overview Fund Activity

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.

Holders
99
Holders Change
+8
Holders Change %
+8.79%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
31
Increased
33
Reduced
23
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$89.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$81.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$60M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$16.7M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$64M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$0
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$261K
3
BlackRock
3
BlackRock
New York
$35.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$540K
5
CCM
5
CAAS Capital Management
New York
$853K
Name Market Value Shares Shares
Change 		Shares
Change %
American Century Companies
101
American Century Companies
Missouri
– – -265,909 Closed
LOAMU
102
Lombard Odier Asset Management (USA)
New York
– – -250,000 Closed
Invesco
103
Invesco
Georgia
– – -183,225 Closed
VOYA Investment Management
104
VOYA Investment Management
Georgia
– – -156,087 Closed
ZP
105
Zimmer Partners
New York
– – -100,000 Closed
NCGI
106
Next Century Growth Investors
Minnesota
– – -87,058 Closed
MWNA
107
Marshall Wace North America
New York
– – -78,960 Closed
HI
108
HBK Investments
Texas
– – -75,000 Closed
BBCM
109
Broad Bay Capital Management
New York
– – -60,000 Closed
Arrowstreet Capital
110
Arrowstreet Capital
Massachusetts
– – -37,910 Closed
Capital Research Global Investors
111
Capital Research Global Investors
California
– – -35,472 Closed
DKCM
112
Davidson Kempner Capital Management
New York
– – -35,000 Closed
Russell Investments Group
113
Russell Investments Group
United Kingdom
– – -34,644 Closed
PP
114
Paloma Partners
Connecticut
– – -31,420 Closed
Fidelity Investments
115
Fidelity Investments
Massachusetts
– – -30,803 Closed
CSS
116
Cubist Systematic Strategies
Connecticut
– – -23,557 Closed
MS
117
Maven Securities
Jersey
– – -20,000 Closed
CF
118
CNA Financial
Illinois
– – -13,980 Closed
Federated Hermes
119
Federated Hermes
Pennsylvania
– – -10,000 Closed
Two Sigma Advisers
120
Two Sigma Advisers
New York
– – -9,100 Closed
PCM
121
Prelude Capital Management
New York
– – -6,498 Closed
CFGS
122
Concourse Financial Group Securities
Alabama
– – – –
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5