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Vertex
VERX
VERX
83 hedge funds and large institutions have $570M invested in Vertex in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 40 increasing their positions, 20 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
100% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 20
11.25% less ownership
Funds ownership: 109.73% → 98.47% (-11%)
17% less funds holding
Funds holding: 100 → 83 (-17)
42% less capital invested
Capital invested by funds: $982M → $570M (-$411M)
70% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 23
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
83
Holders Change
-17
Holders Change %
-17%
% of All Funds
1.46%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
40
Reduced
20
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Neuberger Berman Group
New York
|
+$21.4M |
| 2 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$19.4M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$13.3M |
| 4 |
SCM
Segantii Capital Management
Hong Kong
|
+$9.37M |
| 5 |
FAM
Fred Alger Management
New York
|
+$9.09M |
Top Sellers
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$70.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$42M |
| 3 |
Jennison Associates
New York
|
-$15.6M |
| 4 |
AI
Advent International
Boston,
Massachusetts
|
-$14.4M |
| 5 |
BlackRock
New York
|
-$13M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASRS
101
Arizona State Retirement System
Phoenix,
Arizona
| – | -$253K | -7,262 | Closed |
|
|
NCM
102
Nellore Capital Management
Redwood City,
California
| – | -$209K | -6,000 | Closed |
|
103
M&T Bank
Buffalo,
New York
| – | -$207K | -5,957 | Closed |
|
104
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| – | -$162K | -4,642 | Closed |
|
|
FC
105
FORA Capital
Miami,
Florida
| – | -$110K | -3,165 | Closed |
|
|
CTFG
106
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| – | -$15K | -437 | Closed |
|