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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 %
PP
126
PDT Partners
New York
$1.44M 26,900 +26,900 New
ACM
127
Aquatic Capital Management
Illinois
$1.32M 24,714 -37,186 -60%
BPCE
128
Bank Pictet & Cie (Europe)
Germany
$1.31M 24,560 -13,850 -36%
JF
129
Jump Financial
Illinois
$1.26M 23,700 +17,405 +276%
BWM
130
Bosman Wealth Management
California
$1.21M 22,709 +22,709 New
GIPM
131
G2 Investment Partners Management
New York
$1.18M 22,201 -169,309 -88%
IIM
132
INTECH Investment Management
Florida
$1.14M 21,404 +9,761 +84%
Truist Financial
133
Truist Financial
North Carolina
$1.14M 21,366 -4,189 -16%
Voloridge Investment Management
134
Voloridge Investment Management
Florida
$1.12M 20,932 +20,932 New
SO
135
STRS Ohio
Ohio
$1.05M 19,700 +11,800 +149%
MNBTD
136
Moody National Bank Trust Division
Texas
$1.04M 19,419 -900 -4%
GT
137
Glenmede Trust
Pennsylvania
$946K 17,731 -2,021 -10%
EA
138
Ellsworth Advisors
Ohio
$922K 17,291 +584 +3%
ASRS
139
Arizona State Retirement System
Arizona
$910K 17,062 +1,164 +7%
OAM
140
Oppenheimer Asset Management
New York
$861K 16,137 -6,125 -28%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$830K 15,551 +5,411 +53%
ProShare Advisors
142
ProShare Advisors
Maryland
$815K 15,271 +5,016 +49%
SSWM
143
Sheets Smith Wealth Management
North Carolina
$806K 15,099 +324 +2%
Pathstone Holdings
144
Pathstone Holdings
New Jersey
$805K 15,086 – –
AAS
145
Avantax Advisory Services
Texas
$798K 14,959 +929 +7%
BAM
146
Bosun Asset Management
Illinois
$774K 14,514 +196 +1%
AQR Capital Management
147
AQR Capital Management
Connecticut
$696K 13,050 +171 +1%
CGIM
148
Cannon Global Investment Management
Florida
$678K 12,704 -5,296 -29%
Handelsbanken Fonder
149
Handelsbanken Fonder
Sweden
$667K 12,500 +800 +7%
KK
150
KLP Kapitalforvaltning
Norway
$667K 12,500 +12,500 New
4 5
6
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