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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
Fifth Third Bancorp
151
Fifth Third Bancorp
Ohio
$53K +$4.21K +156 +10%
MA
152
MCF Advisors
Kentucky
$47.9K -$1.54K -57 -4%
SOW
153
State of Wyoming
Wyoming
$47.8K +$3.62K +134 +10%
RhumbLine Advisers
154
RhumbLine Advisers
Massachusetts
$38.7K
Osaic Holdings
155
Osaic Holdings
Arizona
$34.7K -$1.55M -57,504 -98%
US Bancorp
156
US Bancorp
Minnesota
$33.7K
HT
157
Headlands Technologies
Illinois
$20.7K +$17.6K +651 New
QL
158
Quarry LP
New York
$14.2K +$12K +446 New
Fidelity Investments
159
Fidelity Investments
Massachusetts
$12.6K -$809 -30 -7%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$10.3K +$8.63K +320 New
MIM
161
Macroview Investment Management
Maryland
$8.04K +$6.83K +253 New
NA
162
NewEdge Advisors
Louisiana
$6.13K
BFEC
163
Benjamin F. Edwards & Company
Missouri
$6K +$5.02K +186 New
PTC
164
Private Trust Company
Ohio
$5.94K +$2.05K +76 +68%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$5.24K +$1.48K +55 +50%
EWA
166
EverSource Wealth Advisors
Alabama
$4.69K +$4.34K +161 New
BWL
167
Bogart Wealth LLC
Virginia
$4.16K
KFI
168
Key Financial Inc
Pennsylvania
$1.11K
AWM
169
Avior Wealth Management
Nebraska
$825 +$701 +26 New
S
170
SignatureFD
Georgia
$762 +$405 +15 +167%
JWA
171
JFS Wealth Advisors
Pennsylvania
$382
LC
172
Lindbrook Capital
California
$349 +$297 +11 New
TFM
173
TFC Financial Management
Massachusetts
$255
SIC
174
SJS Investment Consulting
Ohio
$191
AF
175
Allworth Financial
California
$159