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Vertex
VERX

Overview Fund Activity

177 hedge funds and large institutions have $1.77B invested in Vertex in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+33
Holders Change %
+22.92%
% of All Funds
2.57%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
47
Increased
61
Reduced
50
Closed
13
Calls
$9.46M
Puts
$2.18M
Net Calls
+$7.28M
Net Calls Change
+$4.73M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$31M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$26.2M
3
PM
3
Pembroke Management
Quebec, Canada
$29.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$14.5M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$12M

Top Sellers

1
LA
1
Legacy Advisors
Pennsylvania
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.5M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$23M
4
TCM
4
Tensile Capital Management
California
$151M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$306K
Name Market Value Shares Shares
Change 		Shares
Change %
CGIM
101
Cannon Global Investment Management
Florida
$673K 21,200 +21,200 New
GT
102
Glenmede Trust
Pennsylvania
$641K 20,192 +2,723 +16%
TFA
103
Toth Financial Advisory
Virginia
$628K 19,780 +19,780 New
CCG
104
Capital CS Group
California
$616K 19,403 +19,403 New
QT
105
Quantbot Technologies
New York
$598K 18,833 -19,247 -51%
OQS
106
Occudo Quantitative Strategies
Florida
$574K 18,062 +18,062 New
Allianz Asset Management
107
Allianz Asset Management
Germany
$549K 17,296 – –
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$535K 16,836 +16,836 New
HCA
109
Harbor Capital Advisors
Illinois
$531K 16,721 +16,721 New
ADIM
110
Alpha DNA Investment Management
Maryland
$514K 16,172 +16,172 New
RA
111
RiverPark Advisors
New York
$486K 15,309 +11,990 +361%
OAC
112
OMERS Administration Corp
Ontario, Canada
$486K 15,300 +15,300 New
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$476K 14,979 -39 -0.3%
EA
114
Ellsworth Advisors
Ohio
$471K 15,018 +15,018 New
ASRS
115
Arizona State Retirement System
Arizona
$448K 14,092 +468 +3%
Point72 Asset Management
116
Point72 Asset Management
Connecticut
$410K 12,900 +11,500 +821%
HCA
117
Harbour Capital Advisors
Virginia
$403K 12,560 -875 -7%
VA
118
Vident Advisory
Georgia
$397K 12,513 +2,569 +26%
PCMH
119
Polymer Capital Management (HK)
Hong Kong
$336K 10,594 +10,594 New
PTC
120
Petrus Trust Company
Texas
$325K 10,243 +10,243 New
BCM
121
Bayesian Capital Management
New York
$321K 10,100 +10,100 New
RJA
122
Raymond James & Associates
Florida
$320K 10,068 +439 +5%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$306K 9,630 -268,253 -97%
BAM
124
Bosun Asset Management
Illinois
$299K 9,421 +9,421 New
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$296K 9,306 -1,687 -15%
3 4
5
6 7