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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 %
FFA
176
Farther Finance Advisors
California
$24K 624 +355 +132%
CAS
177
Coppell Advisory Solutions
Texas
$22K 599 +599 New
MA
178
MCF Advisors
Kentucky
$20.6K 534 -379 -42%
CFB
179
Cullen/Frost Bankers
Texas
$16K 415 – –
NA
180
NewEdge Advisors
Louisiana
$15.1K 391 +130 +50%
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$9.71K 252 +42 +20%
PFBT
182
Parkside Financial Bank & Trust
Missouri
$9.7K 252 +112 +80%
PTC
183
Private Trust Company
Ohio
$8.93K 232 – –
CIBC Private Wealth Group
184
CIBC Private Wealth Group
Georgia
$7.51K 195 -125 -39%
GI
185
GAMMA Investing
California
$6.51K 169 +169 New
EWA
186
EverSource Wealth Advisors
Alabama
$6.47K 168 +7 +4%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$6.2K 161 +64 +66%
BWL
188
Bogart Wealth LLC
Virginia
$5.05K 131 – –
GWM
189
Geneos Wealth Management
Colorado
$4.2K 109 +109 New
AAP
190
Arax Advisory Partners
Colorado
$2.74K 71 – –
ACM
191
Aster Capital Management
United Arab Emirates
$2.35K 61 +61 New
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$2K 40 +28 +233%
RIL
193
Rothschild Investment LLC
Illinois
$1.93K 50 +45 +900%
Jones Financial Companies
194
Jones Financial Companies
Missouri
$1.47K 40 +40 New
AF
195
Allworth Financial
California
$1.39K 36 -18 -33%
KFI
196
Key Financial Inc
Pennsylvania
$1.35K 35 – –
Russell Investments Group
197
Russell Investments Group
United Kingdom
$1.31K 34 -1,341 -98%
Lazard Asset Management
198
Lazard Asset Management
New York
$1K 32 -12,658 -100%
Simplex Trading
199
Simplex Trading
Illinois
$1K 47 -313 -87%
C
200
Covestor
United Kingdom
$1K 17 +17 New
6 7
8
9 10