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Vertex
VERX

Overview Fund Activity

265 hedge funds and large institutions have $2.74B invested in Vertex in 2025 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 104 increasing their positions, 73 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+12
Holders Change %
+4.74%
% of All Funds
3.6%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
64
Increased
104
Reduced
73
Closed
51
Calls
$106M
Puts
$1.24M
Net Calls
+$105M
Net Calls Change
-$52.8M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$55.6M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$85.1M
3
HRCM
3
Hood River Capital Management
Florida
$31.6M
4
Fiera Capital (Canada)
4
Fiera Capital (Canada)
Quebec, Canada
$27.4M
5
William Blair Investment Management
5
William Blair Investment Management
Illinois
$25.5M

Top Sellers

1
DCM
1
Driehaus Capital Management
Illinois
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$48.8M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$19.6K
4
BlackRock
4
BlackRock
New York
$186M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
101
Two Sigma Advisers
New York
$3.22M +$2.14M +61,000 +197%
BAM
102
Bullseye Asset Management
Colorado
$3.15M +$480K +13,700 +18%
LFM
103
LGT Fund Management
Liechtenstein
$3.07M +$3.07M +87,700 New
RhumbLine Advisers
104
RhumbLine Advisers
Massachusetts
$2.95M +$157K +4,477 +6%
Mirae Asset Global ETFs Holdings
105
Mirae Asset Global ETFs Holdings
Hong Kong
$2.87M +$121K +3,461 +4%
D.E. Shaw & Co
106
D.E. Shaw & Co
New York
$2.77M +$877K +25,045 +46%
Millennium Management
107
Millennium Management
New York
$2.7M -$7.54M -215,402 -74%
Legal & General Group
108
Legal & General Group
United Kingdom
$2.59M +$231K +6,599 +10%
RA
109
Royce & Associates
New York
$2.57M +$1.34M +38,272 +109%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$2.34M -$1.71M -48,814 -42%
HF
111
HRT Financial
New York
$2.26M +$2.26M +64,629 New
AllianceBernstein
112
AllianceBernstein
Tennessee
$2.18M +$59.3K +1,695 +3%
TD Asset Management
113
TD Asset Management
Ontario, Canada
$2.16M +$788K +22,494 +57%
California State Teachers Retirement System (CalSTRS)
114
California State Teachers Retirement System (CalSTRS)
California
$2.16M +$243K +6,949 +13%
AAIS
115
ABN AMRO Investment Solutions
$2.14M +$355K +10,151 +20%
EAM
116
EFG Asset Management
Oregon
$1.89M +$1.89M +54,133 New
ECM
117
ExodusPoint Capital Management
New York
$1.8M +$1.8M +51,478 New
Citigroup
118
Citigroup
New York
$1.72M -$114K -3,248 -6%
AAP
119
Ardsley Advisory Partners
Connecticut
$1.65M +$1.65M +47,000 New
BPCE
120
Bank Pictet & Cie (Europe)
Germany
$1.59M +$733K +20,940 +85%
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
$1.55M +$1.55M +44,329 New
Deutsche Bank
122
Deutsche Bank
Germany
$1.51M -$116K -3,317 -7%
YDMI
123
Y.D. More Investments
Israel
$1.44M +$1.44M +41,000 New
Balyasny Asset Management
124
Balyasny Asset Management
Illinois
$1.42M -$1.16M -33,194 -45%
Jane Street
125
Jane Street
New York
$1.38M -$2.43M -69,395 -64%
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