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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 %
CCIA
151
Campbell & Co Investment Adviser
Maryland
$655K 12,282 +12,282 New
QC
152
Quantessence Capital
New York
$645K 12,091 +12,091 New
SRL
153
Scientech Research LLC
New Jersey
$641K 12,021 +12,021 New
PFSRSONJ
154
Police & Firemen's Retirement System of New Jersey
New Jersey
$616K 11,554 +11,554 New
Raymond James Financial
155
Raymond James Financial
Florida
$595K 11,155 +11,155 New
SPC
156
Sigma Planning Corp
Michigan
$582K 10,908 +1,421 +15%
PWS
157
Precision Wealth Strategies
Missouri
$536K 10,045 +10,045 New
CFO
158
Callan Family Office
Pennsylvania
$534K 10,007 +10,007 New
State of Wisconsin Investment Board
159
State of Wisconsin Investment Board
Wisconsin
$529K 9,914 -513 -5%
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$524K 9,830 +2,868 +41%
VA
161
Vident Advisory
Georgia
$508K 9,515 -221 -2%
HCA
162
Harbor Capital Advisors
Illinois
$505K 9,463 -325 -3%
FC
163
FORA Capital
Florida
$489K 9,164 +9,164 New
A
164
AlphaQuest
New York
$474K 8,893 +4,364 +96%
NAS
165
Nicolet Advisory Services
Wisconsin
$456K 8,746 +991 +13%
HFM
166
Harvest Fund Management
China
$441K 8,276 +8,276 New
RA
167
RiverPark Advisors
New York
$409K 7,672 -1,491 -16%
Cetera Investment Advisers
168
Cetera Investment Advisers
Illinois
$408K 7,645 +588 +8%
Schroder Investment Management Group
169
Schroder Investment Management Group
United Kingdom
$394K 7,436 -30,655 -80%
VCA
170
Verdence Capital Advisors
Maryland
$392K 7,355 -958 -12%
KeyBank National Association
171
KeyBank National Association
Ohio
$364K 6,831 – –
AI
172
Atom Investors
Texas
$360K 6,749 +6,749 New
FG
173
Fairman Group
Pennsylvania
$327K 6,129 +6,129 New
AIP
174
Ameritas Investment Partners
Nebraska
$303K 5,678 +361 +7%
OQS
175
Occudo Quantitative Strategies
Florida
$298K 5,580 +5,580 New
5 6
7
8 9