129 hedge funds and large institutions have $794M invested in Vertex in 2023 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 43 increasing their positions, 27 reducing their positions, and 12 closing their positions.

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
42
Increased
43
Reduced
27
Closed
12
Calls
$10.8M
Puts
$39K
Net Calls
+$10.7M
Net Calls Change
+$9.85M
Name Market Value Shares Shares
Change
Shares
Change %
Acadian Asset Management
101
Acadian Asset Management
Massachusetts
$91K 4,435 +4,435 New
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$90.4K 4,367 +4,367 New
ACM
103
Aquatic Capital Management
Illinois
$85K 4,100 +4,100 New
AIM
104
Arcadia Investment Management
Michigan
$80.7K 3,898 +2,582 +196%
Canada Life
105
Canada Life
Manitoba, Canada
$41K 1,984
Citigroup
106
Citigroup
New York
$33.7K 1,630 +164 +11%
CM
107
Caption Management
Oklahoma
$31.8K 1,537 +1,537 New
TWM
108
Tradition Wealth Management
Minnesota
$29K 1,385
MA
109
MCF Advisors
Kentucky
$28.8K 1,390 +411 +42%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$23.8K 1,151 -74 -6%
US Bancorp
111
US Bancorp
Minnesota
$21.9K 1,060 -186 -15%
Wells Fargo
112
Wells Fargo
California
$18.7K 903 -178 -16%
CFB
113
Cullen/Frost Bankers
Texas
$4.78K 231 +231 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$3.64K 176 +64 +57%
BWL
115
Bogart Wealth LLC
Virginia
$2.71K 131 +131 New
VWM
116
Venturi Wealth Management
Texas
$2.3K 111 +111 New
Group One Trading
117
Group One Trading
Illinois
$1.64K 79
KFI
118
Key Financial Inc
Pennsylvania
$724 35
S
119
SignatureFD
Georgia
$517 25 -160 -86%
PA
120
Parallel Advisors
California
$455 22 +22 New
SC
121
Schubert & Co
Texas
$83 4
QC
122
Quent Capital
New York
$83 4
JWA
123
JFS Wealth Advisors
Pennsylvania
$83 4
GWSG
124
GPS Wealth Strategies Group
Colorado
$69 3 +3 New
SIC
125
SJS Investment Consulting
Ohio
$63 3 +1 +50%