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178 hedge funds and large institutions have $1.77B invested in Vertex in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

334% more call options, than puts

Call options by funds: $9.46M | Put options by funds: $2.18M

269% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 13

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more funds holding

Funds holding: 144178 (+34)

22% more capital invested

Capital invested by funds: $1.45B → $1.77B (+$325M)

22% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 50

1.43% more ownership

Funds ownership: 89.2%90.63% (+1.4%)

Holders
178
Holders Change
+34
Holders Change %
+23.61%
% of All Funds
2.56%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
48
Increased
61
Reduced
50
Closed
13
Calls
$9.46M
Puts
$2.18M
Net Calls
+$7.28M
Net Calls Change
+$4.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CGIM
101
Cannon Global Investment Management
Florida
$673K +$572K +21,200 New
GT
102
Glenmede Trust
Pennsylvania
$641K +$73.5K +2,723 +16%
TFA
103
Toth Financial Advisory
Virginia
$628K +$534K +19,780 New
CCG
104
Capital CS Group
California
$616K +$523K +19,403 New
QT
105
Quantbot Technologies
New York
$598K -$519K -19,247 -51%
OQS
106
Occudo Quantitative Strategies
Florida
$574K +$487K +18,062 New
Allianz Asset Management
107
Allianz Asset Management
Germany
$549K
Cetera Investment Advisers
108
Cetera Investment Advisers
Illinois
$535K +$454K +16,836 New
HCA
109
Harbor Capital Advisors
Illinois
$531K +$451K +16,721 New
ADIM
110
Alpha DNA Investment Management
Maryland
$514K +$436K +16,172 New
RA
111
RiverPark Advisors
New York
$486K +$323K +11,990 +361%
OAC
112
OMERS Administration Corp
Ontario, Canada
$486K +$413K +15,300 New
Pathstone Holdings
113
Pathstone Holdings
New Jersey
$476K -$1.05K -39 -0.3%
EA
114
Ellsworth Advisors
Ohio
$471K +$405K +15,018 New
ASRS
115
Arizona State Retirement System
Arizona
$448K +$12.6K +468 +3%
Point72 Asset Management
116
Point72 Asset Management
Connecticut
$410K +$310K +11,500 +821%
HCA
117
Harbour Capital Advisors
Virginia
$403K -$23.6K -875 -7%
VA
118
Vident Advisory
Georgia
$397K +$69.3K +2,569 +26%
PCMH
119
Polymer Capital Management (HK)
Hong Kong
$336K +$286K +10,594 New
PTC
120
Petrus Trust Company
Texas
$325K +$276K +10,243 New
BCM
121
Bayesian Capital Management
New York
$321K +$272K +10,100 New
RJA
122
Raymond James & Associates
Florida
$320K +$11.8K +439 +5%
T. Rowe Price Associates
123
T. Rowe Price Associates
Maryland
$306K -$7.24M -268,253 -97%
BAM
124
Bosun Asset Management
Illinois
$299K +$254K +9,421 New
Manulife (Manufacturers Life Insurance)
125
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$296K -$45.5K -1,687 -15%