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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 %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$65.9K 1,235 +134 +12%
Fifth Third Bancorp
202
Fifth Third Bancorp
Ohio
$59.1K 1,107 -64 -5%
US Bancorp
203
US Bancorp
Minnesota
$57.4K 1,076 -1,962 -65%
BTI
204
Blue Trust Inc
Georgia
$57.2K 1,073 -1,186 -53%
Simplex Trading
205
Simplex Trading
Illinois
$55K 1,036 +989 +2,104%
AAG
206
Armstrong Advisory Group
Massachusetts
$50.5K 946 +946 New
EIM
207
Essex Investment Management
Massachusetts
$49.6K 929 -1,260 -58%
PIM
208
Plato Investment Management
Australia
$41K 766 +766 New
MSFP
209
Mark Sheptoff Financial Planning
Connecticut
$40K 750 +750 New
SPIA
210
Steward Partners Investment Advisory
New York
$38.5K 721 +721 New
NA
211
NewEdge Advisors
Louisiana
$29.1K 545 +154 +39%
MA
212
MCF Advisors
Kentucky
$17.4K 326 -208 -39%
HCM
213
Hollencrest Capital Management
California
$17.2K 323 -307 -49%
Russell Investments Group
214
Russell Investments Group
United Kingdom
$16.7K 313 +279 +821%
WA
215
WPG Advisers
Maryland
$15.4K 288 +288 New
GI
216
GAMMA Investing
California
$14.9K 279 +110 +65%
HNB
217
Huntington National Bank
Ohio
$14.8K 278 +278 New
PTC
218
Private Trust Company
Ohio
$12.4K 232 – –
PFBT
219
Parkside Financial Bank & Trust
Missouri
$12.2K 228 -24 -10%
Mirae Asset Global Investments
220
Mirae Asset Global Investments
South Korea
$11.2K 210 -42 -17%
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$11.1K 208 +47 +29%
CIBC Private Wealth Group
222
CIBC Private Wealth Group
Georgia
$10.3K 195 – –
EWA
223
EverSource Wealth Advisors
Alabama
$9.98K 187 +19 +11%
MG
224
Mather Group
Illinois
$9.71K 182 +182 New
HC
225
Hurley Capital
New York
$9.34K 182 +182 New
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9
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