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Vertex
VERX

Overview Fund Activity

252 hedge funds and large institutions have $3.94B invested in Vertex in 2024 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 20 closing their positions.

Holders
252
Holders Change
+36
Holders Change %
+16.67%
% of All Funds
3.36%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
57
Increased
93
Reduced
78
Closed
20
Calls
$159M
Puts
$565K
Net Calls
+$158M
Net Calls Change
+$42.2M

Top Buyers

1
BlackRock
1
BlackRock
New York
$337M
2
Invesco
2
Invesco
Georgia
$80.8M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$61.8M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$45.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$153M

Top Sellers

1
LA
1
Legacy Advisors
Pennsylvania
$74.6M
2
TCM
2
TimesSquare Capital Management
New York
$53M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$67.9M
5
FAM
5
Fred Alger Management
New York
$110M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$2.92M 54,677 +2,515 +5%
D.E. Shaw & Co
102
D.E. Shaw & Co
New York
$2.89M 54,115 +11,966 +28%
Citigroup
103
Citigroup
New York
$2.8M 52,445 +5,817 +12%
SCM
104
Sterling Capital Management
North Carolina
$2.7M 50,621 -3,366 -6%
Deutsche Bank
105
Deutsche Bank
Germany
$2.48M 46,442 -28,436 -38%
QT
106
Quantbot Technologies
New York
$2.44M 45,780 -3,095 -6%
Victory Capital Management
107
Victory Capital Management
Texas
$2.32M 43,474 +9,088 +26%
Verition Fund Management
108
Verition Fund Management
Connecticut
$2.28M 42,800 +29,000 +210%
TD Asset Management
109
TD Asset Management
Ontario, Canada
$2.09M 39,174 +8,574 +28%
LPL Financial
110
LPL Financial
California
$1.97M 36,877 +7,089 +24%
JFG
111
Jefferies Financial Group
New York
$1.91M 35,777 +35,777 New
SSIM
112
Sheets Smith Investment Management
Texas
$1.88M 35,308 +35,308 New
RA
113
Royce & Associates
New York
$1.87M 35,000 – –
Wells Fargo
114
Wells Fargo
California
$1.83M 34,380 +13,135 +62%
HighTower Advisors
115
HighTower Advisors
Illinois
$1.79M 33,582 +33,582 New
RI
116
Redwood Investments
Massachusetts
$1.78M 33,431 +33,431 New
MIM
117
MetLife Investment Management
New Jersey
$1.78M 33,275 +1,786 +6%
Two Sigma Investments
118
Two Sigma Investments
New York
$1.73M 32,434 -18,921 -37%
SIAP
119
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.69M 31,720 – –
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.66M 31,173 -2,461 -7%
Two Sigma Advisers
121
Two Sigma Advisers
New York
$1.65M 31,000 -14,200 -31%
SWM
122
Spire Wealth Management
Virginia
$1.63M 30,500 -600 -2%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$1.46M 27,438 -3,259 -11%
Credit Agricole
124
Credit Agricole
France
$1.46M 27,370 +27,370 New
CF
125
Corebridge Financial
Texas
$1.44M 26,982 -2,037 -7%
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5
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