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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.

New
Increased
Maintained
Reduced
Closed

27,533% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $39K

250% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 12

60% more capital invested

Capital invested by funds: $497M → $794M (+$297M)

59% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 27

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more funds holding

Funds holding: 101129 (+28)

7.9% more ownership

Funds ownership: 70.76%78.66% (+7.9%)

Holders
129
Holders Change
+28
Holders Change %
+27.72%
% of All Funds
2.06%
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 Holding Trade Value Shares
Change
Change in
Stake
Acadian Asset Management
101
Acadian Asset Management
Massachusetts
$91K +$68.4K +4,435 New
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$90.4K +$67.3K +4,367 New
ACM
103
Aquatic Capital Management
Illinois
$85K +$63.2K +4,100 New
AIM
104
Arcadia Investment Management
Michigan
$80.7K +$39.8K +2,582 +196%
Canada Life
105
Canada Life
Manitoba, Canada
$41K
Citigroup
106
Citigroup
New York
$33.7K +$2.53K +164 +11%
CM
107
Caption Management
Oklahoma
$31.8K +$23.7K +1,537 New
TWM
108
Tradition Wealth Management
Minnesota
$29K
MA
109
MCF Advisors
Kentucky
$28.8K +$6.34K +411 +42%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$23.8K -$1.14K -74 -6%
US Bancorp
111
US Bancorp
Minnesota
$21.9K -$2.87K -186 -15%
Wells Fargo
112
Wells Fargo
California
$18.7K -$2.75K -178 -16%
CFB
113
Cullen/Frost Bankers
Texas
$4.78K +$3.56K +231 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$3.64K +$987 +64 +57%
BWL
115
Bogart Wealth LLC
Virginia
$2.71K +$2.02K +131 New
VWM
116
Venturi Wealth Management
Texas
$2.3K +$1.71K +111 New
Group One Trading
117
Group One Trading
Illinois
$1.64K
KFI
118
Key Financial Inc
Pennsylvania
$724
S
119
SignatureFD
Georgia
$517 -$2.47K -160 -86%
PA
120
Parallel Advisors
California
$455 +$339 +22 New
JWA
121
JFS Wealth Advisors
Pennsylvania
$83
QC
122
Quent Capital
New York
$83
SC
123
Schubert & Co
Texas
$83
GWSG
124
GPS Wealth Strategies Group
Colorado
$69 +$46 +3 New
SIC
125
SJS Investment Consulting
Ohio
$63 +$15 +1 +50%