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Vertex
VERX

Overview Fund Activity

216 hedge funds and large institutions have $2.67B invested in Vertex in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 85 increasing their positions, 64 reducing their positions, and 26 closing their positions.

Holders
216
Holders Change
+14
Holders Change %
+6.93%
% of All Funds
3.13%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
42
Increased
85
Reduced
64
Closed
26
Calls
$117M
Puts
$995K
Net Calls
+$116M
Net Calls Change
+$5.89M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$37.6M
2
BCM
2
Brown Capital Management
Maryland
$20.9M
3
PFM
3
Premier Fund Managers
United Kingdom
$19.3M
4
GCM
4
Geneva Capital Management
Wisconsin
$55.9M
5
Public Employees Retirement Association of Colorado
5
Public Employees Retirement Association of Colorado
Colorado
$16.2M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$98M
2
BMCM
2
Bryn Mawr Capital Management
Pennsylvania
$0
3
TCM
3
Tensile Capital Management
California
$156M
4
CCA
4
Conestoga Capital Advisors
Pennsylvania
$87.8M
5
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PBT
151
Pictet Bank & Trust
Bahamas
$297K 7,700 – –
Cetera Investment Advisers
152
Cetera Investment Advisers
Illinois
$272K 7,057 -5,829 -45%
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$268K 6,962 -1,852 -21%
CC
154
Corton Capital
Ontario, Canada
$265K 6,870 +6,870 New
KeyBank National Association
155
KeyBank National Association
Ohio
$263K 6,831 +6,831 New
JF
156
Jump Financial
Illinois
$242K 6,295 +6,295 New
HSBC Holdings
157
HSBC Holdings
United Kingdom
$229K 6,041 +6,041 New
Nomura Holdings
158
Nomura Holdings
Japan
$219K 5,691 -10,949 -66%
NC
159
nVerses Capital
Florida
$208K 5,400 +5,400 New
AIP
160
Ameritas Investment Partners
Nebraska
$205K 5,317 – –
MIA
161
MeadowBrook Investment Advisors
Michigan
$194K 5,030 +5,030 New
A
162
AlphaQuest
New York
$174K 4,529 +3,510 +344%
US Bancorp
163
US Bancorp
Minnesota
$117K 3,038 -192 -6%
SOW
164
State of Wyoming
Wyoming
$102K 2,641 -1,734 -40%
Acadian Asset Management
165
Acadian Asset Management
Massachusetts
$100K 2,611 +2,611 New
EIM
166
Essex Investment Management
Massachusetts
$84.3K 2,189 – –
GWP
167
Gen-Wealth Partners
Michigan
$83.6K 1,950 +1,950 New
TRCT
168
Tower Research Capital (TRC)
New York
$82K 2,130 +2,130 New
BTI
169
Blue Trust Inc
Georgia
$81.4K 2,259 +1,483 +191%
KBC Group
170
KBC Group
Belgium
$81K 2,099 +662 +46%
AB
171
Amalgamated Bank
New York
$72K 1,878 – –
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
$45.1K 1,171 -475 -29%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$42.4K 1,101 -103 -9%
AAM
174
Advisors Asset Management
Colorado
$37.3K 968 +540 +126%
HCM
175
Hollencrest Capital Management
California
$24.3K 630 +630 New
5 6
7
8 9