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Vertex
VERX

Overview Fund Activity

144 hedge funds and large institutions have $1.45B invested in Vertex in 2023 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 59 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
144
Holders Change
+24
Holders Change %
+20%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
39
Increased
59
Reduced
31
Closed
13
Calls
$3.63M
Puts
$1.09M
Net Calls
+$2.55M
Net Calls Change
+$279K

Top Buyers

1
LA
1
Legacy Advisors
Pennsylvania
$87.4M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$37.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$26M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$150M
5
VEPM
5
Vista Equity Partners Management
California
$14.1M

Top Sellers

1
BMCM
1
Bryn Mawr Capital Management
Pennsylvania
$43M
2
TCM
2
Tensile Capital Management
California
$138M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$98.8M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$0
5
FAM
5
Fred Alger Management
New York
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
126
US Bancorp
Minnesota
$28.6K – – –
Fidelity Investments
127
Fidelity Investments
Massachusetts
$11.5K +$6.6K +245 +135%
Simplex Trading
128
Simplex Trading
Illinois
$9K +$9K +350 New
NA
129
NewEdge Advisors
Louisiana
$5.2K +$5.2K +193 New
BWL
130
Bogart Wealth LLC
Virginia
$3.53K – – –
PTC
131
Private Trust Company
Ohio
$2.99K +$2.99K +111 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$2.96K +$2.96K +110 New
KFI
133
Key Financial Inc
Pennsylvania
$943 – – –
PA
134
Parallel Advisors
California
$377 +$377 +14 New
JWA
135
JFS Wealth Advisors
Pennsylvania
$324 +$54 +2 +20%
S
136
SignatureFD
Georgia
$242 – – –
TFM
137
TFC Financial Management
Massachusetts
$216 +$216 +8 New
SIC
138
SJS Investment Consulting
Ohio
$162 +$54 +2 +50%
AF
139
Allworth Financial
California
$135 – – –
AF
140
Advisornet Financial
Minnesota
$108 – – –
QC
141
Quent Capital
New York
$108 – – –
GWSG
142
GPS Wealth Strategies Group
Colorado
$90 – – –
DPW
143
DiNuzzo Private Wealth
Pennsylvania
$81 +$81 +3 New
Nordea Investment Management
144
Nordea Investment Management
Sweden
– -$7.08M -303,499 Closed
Tudor Investment Corp
145
Tudor Investment Corp
Connecticut
– -$1.75M -75,882 Closed
AAP
146
Ardsley Advisory Partners
Connecticut
– -$1.41M -61,000 Closed
AI
147
Atom Investors
Texas
– -$659K -28,538 Closed
CCIA
148
Campbell & Co Investment Adviser
Maryland
– -$319K -13,789 Closed
OQS
149
Occudo Quantitative Strategies
Florida
– -$286K -12,362 Closed
PFM
150
Premier Fund Managers
United Kingdom
– -$267K -11,848 Closed
3 4 5
6
7