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Vertex
VERX

Overview Fund Activity

82 hedge funds and large institutions have $570M invested in Vertex in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 39 increasing their positions, 20 reducing their positions, and 23 closing their positions.

Holders
82
Holders Change
-17
Holders Change %
-17.17%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
39
Reduced
20
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$66.3M
2
CCA
2
Conestoga Capital Advisors
Pennsylvania
$70.2M
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$19.9M
4
SCM
4
Segantii Capital Management
Hong Kong
$6.59M
5
FAM
5
Fred Alger Management
New York
$52.2M

Top Sellers

1
Viking Global Investors
1
Viking Global Investors
Connecticut
$0
2
Wells Fargo
2
Wells Fargo
California
$10.8M
3
Jennison Associates
3
Jennison Associates
New York
$0
4
AI
4
Advent International
Massachusetts
$0
5
BlackRock
5
BlackRock
New York
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
1
Conestoga Capital Advisors
Pennsylvania
$70.2M 3,191,995 +619,835 +24%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$66.3M 3,015,231 +686,007 +29%
FAM
3
Fred Alger Management
New York
$52.2M 2,375,890 +291,098 +14%
Vanguard Group
4
Vanguard Group
Pennsylvania
$46.8M 2,126,984 +177,437 +9%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$44.7M 2,031,935 +195,622 +11%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$40.5M 1,843,056 +120,542 +7%
Capital International Investors
7
Capital International Investors
California
$33.4M 1,517,555 +249 +0%
TCM
8
TimesSquare Capital Management
New York
$25.3M 1,149,104 -113,288 -9%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$19.9M 903,597 +425,667 +89%
TCM
10
Tensile Capital Management
California
$19M 864,700 -107,300 -11%
Goldman Sachs
11
Goldman Sachs
New York
$18.7M 850,810 -3,476 -0.4%
BlackRock
12
BlackRock
New York
$13.1M 595,449 -416,319 -41%
Wells Fargo
13
Wells Fargo
California
$10.8M 491,136 -1,346,215 -73%
PI
14
Putnam Investments
Massachusetts
$7.96M 362,113 -84,210 -19%
Ameriprise
15
Ameriprise
Minnesota
$7.74M 352,200 +12,827 +4%
TCM
16
Tygh Capital Management
Oregon
$7.45M 339,117 +46,877 +16%
ClearBridge Investments
17
ClearBridge Investments
New York
$7.3M 332,069 -16,695 -5%
Tiger Global Management
18
Tiger Global Management
New York
$7.14M 325,000 – –
SCM
19
Segantii Capital Management
Hong Kong
$6.59M 300,000 +300,000 New
Comerica Bank
20
Comerica Bank
Texas
$5.24M 229,500 +53,000 +30%
MAP
21
Moody Aldrich Partners
Massachusetts
$5.08M 231,096 +3,683 +2%
Bank of America
22
Bank of America
North Carolina
$4.75M 216,046 +95,898 +80%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$4.7M 213,983 +2,889 +1%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$3.95M 175,665 +175,665 New
State Street
25
State Street
Massachusetts
$3.14M 142,792 +41,065 +40%
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