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Vertex
VERX

Overview Fund Activity

177 hedge funds and large institutions have $1.77B invested in Vertex in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 61 increasing their positions, 50 reducing their positions, and 13 closing their positions.

Holders
177
Holders Change
+33
Holders Change %
+22.92%
% of All Funds
2.57%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
47
Increased
61
Reduced
50
Closed
13
Calls
$9.46M
Puts
$2.18M
Net Calls
+$7.28M
Net Calls Change
+$4.73M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$31M
2
Fuller & Thaler Asset Management
2
Fuller & Thaler Asset Management
California
$26.2M
3
PM
3
Pembroke Management
Quebec, Canada
$29.4M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$14.5M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$12M

Top Sellers

1
LA
1
Legacy Advisors
Pennsylvania
$68.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.5M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$23M
4
TCM
4
Tensile Capital Management
California
$151M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$306K
Name Market Value Shares Shares
Change 		Shares
Change %
MA
151
MCF Advisors
Kentucky
$47.9K 1,509 -57 -4%
SOW
152
State of Wyoming
Wyoming
$47.8K 1,505 +134 +10%
RhumbLine Advisers
153
RhumbLine Advisers
Massachusetts
$38.7K 1,218 – –
Osaic Holdings
154
Osaic Holdings
Arizona
$34.7K 1,093 -57,504 -98%
US Bancorp
155
US Bancorp
Minnesota
$33.7K 1,060 – –
HT
156
Headlands Technologies
Illinois
$20.7K 651 +651 New
QL
157
Quarry LP
New York
$14.2K 446 +446 New
Fidelity Investments
158
Fidelity Investments
Massachusetts
$12.6K 397 -30 -7%
CIBC Private Wealth Group
159
CIBC Private Wealth Group
Georgia
$10.3K 320 +320 New
MIM
160
Macroview Investment Management
Maryland
$8.04K 253 +253 New
NA
161
NewEdge Advisors
Louisiana
$6.13K 193 – –
BFEC
162
Benjamin F. Edwards & Company
Missouri
$6K 186 +186 New
PTC
163
Private Trust Company
Ohio
$5.94K 187 +76 +68%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$5.24K 165 +55 +50%
EWA
165
EverSource Wealth Advisors
Alabama
$4.69K 161 +161 New
BWL
166
Bogart Wealth LLC
Virginia
$4.16K 131 – –
KFI
167
Key Financial Inc
Pennsylvania
$1.11K 35 – –
AWM
168
Avior Wealth Management
Nebraska
$825 26 +26 New
S
169
SignatureFD
Georgia
$762 24 +15 +167%
JWA
170
JFS Wealth Advisors
Pennsylvania
$382 12 – –
LC
171
Lindbrook Capital
California
$349 11 +11 New
TFM
172
TFC Financial Management
Massachusetts
$255 8 – –
SIC
173
SJS Investment Consulting
Ohio
$191 6 – –
AF
174
Allworth Financial
California
$159 5 – –
QC
175
Quent Capital
New York
$127 4 – –
4 5 6
7
8