VERX icon

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 %
S
201
SignatureFD
Georgia
$924 24 – –
JWA
202
JFS Wealth Advisors
Pennsylvania
$886 23 +11 +92%
LC
203
Lindbrook Capital
California
$693 18 +7 +64%
CFO
204
CVA Family Office
Colorado
$578 15 – –
PS
205
Principal Securities
Iowa
$385 10 +10 New
TFM
206
TFC Financial Management
Massachusetts
$309 8 – –
SIC
207
SJS Investment Consulting
Ohio
$232 6 – –
DPW
208
DiNuzzo Private Wealth
Pennsylvania
$232 6 +3 +100%
PA
209
Parallel Advisors
California
$231 6 – –
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$193 5 – –
QC
211
Quent Capital
New York
$154 4 – –
GWSG
212
GPS Wealth Strategies Group
Colorado
$128 3 – –
CPA
213
Capital Performance Advisors
California
$77 2 +2 New
CA
214
Claris Advisors
Missouri
$77 2 +2 New
WOC
215
West Oak Capital
California
$1 2 +2 New
BMCM
216
Bryn Mawr Capital Management
Pennsylvania
– – -1,596,000 Closed
Allspring Global Investments
217
Allspring Global Investments
North Carolina
– – -409,571 Closed
MWP
218
Meridian Wealth Partners
Pennsylvania
– – -125,291 Closed
Macquarie Group
219
Macquarie Group
Australia
– – -110,856 Closed
Norges Bank
220
Norges Bank
Norway
– – -109,210 Closed
AGM
221
Alpine Global Management
New York
– – -51,391 Closed
Walleye Capital
222
Walleye Capital
New York
– – -27,472 Closed
CP
223
CenterBook Partners
Connecticut
– – -24,892 Closed
EGM
224
Engineers Gate Manager
New York
– – -23,390 Closed
ECU
225
Eisler Capital (US)
New York
– – -23,022 Closed
6 7 8
9
10