We are live on ! Find out more
VERX icon

Vertex
VERX

204 hedge funds and large institutions have $2.45B invested in Vertex in 2024 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 67 increasing their positions, 52 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,294% more call options, than puts

Call options by funds: $113M | Put options by funds: $3.34M

83% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 35

38% more capital invested

Capital invested by funds: $1.77B → $2.45B (+$677M)

29% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 52

15% more funds holding

Funds holding: 178 → 204 (+26)

14.05% more ownership

Funds ownership: 90.63% → 104.68% (+14%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
204
Holders Change
+26
Holders Change %
+14.61%
% of All Funds
2.95%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
64
Increased
67
Reduced
52
Closed
35
Calls
$113M
Puts
$3.34M
Net Calls
+$110M
Net Calls Change
+$103M

Top Buyers

1
BlackRock
BlackRock
New York
+$110M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$71.8M
3
GCM
Geneva Capital Management
Wisconsin
+$33.3M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$31M
5
BPC
Banque Pictet & Cie
Switzerland
+$25.9M

Top Sellers

1
FAM
Fred Alger Management
New York
-$15.3M
2
VEPM
Vista Equity Partners Management
California
-$15.1M
3
NCGI
Next Century Growth Investors
Minnesota
-$13.7M
4
Millennium Management
Millennium Management
New York
-$10.6M
5
Citadel Advisors
Citadel Advisors
Florida
-$9.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
176
CIBC Private Wealth Group
Georgia
$11.5K – – –
FFA
177
Farther Finance Advisors
California
$9.62K +$8.66K +269 New
NA
178
NewEdge Advisors
Louisiana
$9.41K +$2.19K +68 +35%
PTC
179
Private Trust Company
Ohio
$8.36K +$1.45K +45 +24%
Mirae Asset Global Investments
180
Mirae Asset Global Investments
South Korea
$7.57K -$2.18M -67,826 -100%
EWA
181
EverSource Wealth Advisors
Alabama
$6.38K – – –
PFBT
182
Parkside Financial Bank & Trust
Missouri
$5.05K +$4.5K +140 New
BWL
183
Bogart Wealth LLC
Virginia
$4.72K – – –
IC
184
Innealta Capital
Texas
$3.75K +$3.35K +104 New
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$3.5K +$3.12K +97 New
AAP
186
Arax Advisory Partners
Colorado
$2.56K +$2.29K +71 New
AF
187
Allworth Financial
California
$2.05K +$1.58K +49 +980%
QT
188
Quantbot Technologies
New York
$1.48K -$605K -18,792 -100%
KFI
189
Key Financial Inc
Pennsylvania
$1.26K – – –
S
190
SignatureFD
Georgia
$865 – – –
Twin Tree Management
191
Twin Tree Management
Texas
$829 +$740 +23 New
CFO
192
CVA Family Office
Colorado
$541 +$483 +15 New
JWA
193
JFS Wealth Advisors
Pennsylvania
$433 – – –
LC
194
Lindbrook Capital
California
$397 – – –
TFM
195
TFC Financial Management
Massachusetts
$289 – – –
SIC
196
SJS Investment Consulting
Ohio
$217 – – –
PA
197
Parallel Advisors
California
$216 +$193 +6 New
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
$180 +$161 +5 New
RIL
199
Rothschild Investment LLC
Illinois
$180 +$161 +5 New
QC
200
Quent Capital
New York
$144 – – –
6 7
8
9 10

VERX Hedge Fund Activity: Q2 2024 in Review

204 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q2 2024, worth a combined $2.45B — up 38% from $1.77B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VERX positions and 35 closed out — a net gain of 29 holders — while 67 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $110M. The largest seller was Fred Alger Management, cutting an estimated $15.3M.

  • 204 institutional investors held Vertex (VERX) as of Q2 2024, up from 178 in Q1 2024.
  • Funds reported $2.45B of Vertex stock for Q2 2024, up 38% quarter-over-quarter.
  • 64 funds opened new Vertex positions in Q2 2024 and 35 closed out, a net change of +29 holders.
  • The largest Vertex buyer in Q2 2024 was BlackRock, an estimated $110M added.
  • The largest Vertex seller in Q2 2024 was Fred Alger Management, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2024.