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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 %
Canada Life
176
Canada Life
Manitoba, Canada
$280K 5,256 -9,373 -64%
CWM
177
CIBC World Markets
New York
$271K 5,078 +5,078 New
CC
178
Corton Capital
Ontario, Canada
$269K 5,041 -1,829 -27%
MIA
179
MeadowBrook Investment Advisors
Michigan
$268K 5,030 – –
DTL
180
Dynamic Technology Lab
Singapore
$268K 5,020 -13,083 -72%
PTC
181
Petrus Trust Company
Texas
$253K 4,741 -10,152 -68%
CAPTRUST Financial Advisors
182
CAPTRUST Financial Advisors
North Carolina
$250K 4,691 +4,691 New
SPA
183
Sherbrooke Park Advisers
New York
$248K 4,650 +4,650 New
PBT
184
Pictet Bank & Trust
Bahamas
$245K 4,598 -3,102 -40%
JG
185
Jain Global
New York
$236K 4,422 +4,422 New
SOW
186
State of Wyoming
Wyoming
$214K 4,020 +1,379 +52%
LA
187
Lindenwold Advisors
Pennsylvania
$208K 3,905 +3,905 New
X
188
Xponance
Pennsylvania
$207K 3,876 +3,876 New
FMI
189
F/M Investments
District of Columbia
$202K 3,792 +3,792 New
EC
190
EntryPoint Capital
New York
$201K 3,760 +3,760 New
TRCT
191
Tower Research Capital (TRC)
New York
$199K 3,734 +1,604 +75%
AIM
192
Arcadia Investment Management
Michigan
$153K 2,862 +2,862 New
SG Americas Securities
193
SG Americas Securities
New York
$149K 2,801 -8,732 -76%
KBC Group
194
KBC Group
Belgium
$142K 2,668 +569 +27%
Lazard Asset Management
195
Lazard Asset Management
New York
$132K 2,488 +2,456 +7,675%
Osaic Holdings
196
Osaic Holdings
Arizona
$111K 2,081 -20,360 -91%
GWP
197
Gen-Wealth Partners
Michigan
$104K 1,950 – –
AB
198
Amalgamated Bank
New York
$100K 1,878 – –
AAM
199
Advisors Asset Management
Colorado
$82.1K 1,538 +570 +59%
AssetMark Inc
200
AssetMark Inc
California
$79.2K 1,485 +1,485 New
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