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Vertex
VERX

Overview Fund Activity

202 hedge funds and large institutions have $2.45B invested in Vertex in 2024 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 35 closing their positions.

Holders
202
Holders Change
+25
Holders Change %
+14.12%
% of All Funds
2.94%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
63
Increased
66
Reduced
52
Closed
35
Calls
$113M
Puts
$3.34M
Net Calls
+$110M
Net Calls Change
+$103M

Top Buyers

1
BlackRock
1
BlackRock
New York
$168M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$80.5M
3
GCM
3
Geneva Capital Management
Wisconsin
$37.3M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$34.8M
5
BPC
5
Banque Pictet & Cie
Switzerland
$34.2M

Top Sellers

1
FAM
1
Fred Alger Management
New York
$147M
2
NCGI
2
Next Century Growth Investors
Minnesota
$30.6M
3
VEPM
3
Vista Equity Partners Management
California
$0
4
Millennium Management
4
Millennium Management
New York
$563K
5
Citadel Advisors
5
Citadel Advisors
Florida
$760K
Name Market Value Shares Shares
Change 		Shares
Change %
NA
176
NewEdge Advisors
Louisiana
$9.41K 261 +68 +35%
PTC
177
Private Trust Company
Ohio
$8.36K 232 +45 +24%
Mirae Asset Global Investments
178
Mirae Asset Global Investments
South Korea
$7.57K 210 -67,826 -100%
EWA
179
EverSource Wealth Advisors
Alabama
$6.38K 161 – –
PFBT
180
Parkside Financial Bank & Trust
Missouri
$5.05K 140 +140 New
BWL
181
Bogart Wealth LLC
Virginia
$4.72K 131 – –
IC
182
Innealta Capital
Texas
$3.75K 104 +104 New
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$3.5K 97 +97 New
AAP
184
Arax Advisory Partners
Colorado
$2.56K 71 +71 New
AF
185
Allworth Financial
California
$2.05K 54 +49 +980%
QT
186
Quantbot Technologies
New York
$1.48K 41 -18,792 -100%
KFI
187
Key Financial Inc
Pennsylvania
$1.26K 35 – –
S
188
SignatureFD
Georgia
$865 24 – –
Twin Tree Management
189
Twin Tree Management
Texas
$829 23 +23 New
CFO
190
CVA Family Office
Colorado
$541 15 +15 New
JWA
191
JFS Wealth Advisors
Pennsylvania
$433 12 – –
LC
192
Lindbrook Capital
California
$397 11 – –
TFM
193
TFC Financial Management
Massachusetts
$289 8 – –
SIC
194
SJS Investment Consulting
Ohio
$217 6 – –
PA
195
Parallel Advisors
California
$216 6 +6 New
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$180 5 +5 New
RIL
197
Rothschild Investment LLC
Illinois
$180 5 +5 New
QC
198
Quent Capital
New York
$144 4 – –
GWSG
199
GPS Wealth Strategies Group
Colorado
$120 3 – –
DPW
200
DiNuzzo Private Wealth
Pennsylvania
$109 3 +1 +50%
6 7
8
9 10