We are live on
!
Find out more
Vertex
VERX
VERX
121 hedge funds and large institutions have $840M invested in Vertex in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 30 reducing their positions, and 25 closing their positions.
New
Increased
Maintained
Reduced
Closed
319% more call options, than puts
Call options by funds: $3.11M | Put options by funds: $743K
73% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 30
6% more capital invested
Capital invested by funds: $794M → $840M (+$46.8M)
1.37% more ownership
Funds ownership: 78.66% → 80.03% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less funds holding
Funds holding: 129 → 121 (-8)
32% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 25
Holders
121
Holders Change
-8
Holders Change %
-6.2%
% of All Funds
1.9%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
17
Increased
52
Reduced
30
Closed
25
Calls
$3.11M
Puts
$743K
Net Calls
+$2.37M
Net Calls Change
-$8.37M
Top Buyers
| 1 |
BMCM
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
+$54.6M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$22.6M |
| 3 |
FAM
Fred Alger Management
New York
|
+$12.3M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
+$12.1M |
| 5 |
Millennium Management
New York
|
+$7.96M |
Top Sellers
| 1 |
Cerity Partners
New York
|
-$10.3M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$6.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$6.87M |
| 4 |
LA
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
-$3.48M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$2.86M |
