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Vertex
VERX

76 hedge funds and large institutions have $554M invested in Vertex in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,984% more call options, than puts

Call options by funds: $1.54M | Put options by funds: $19K

9% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 22

3% less capital invested

Capital invested by funds: $570M → $554M (-$16.3M)

6.44% less ownership

Funds ownership: 98.47% → 92.04% (-6.4%)

8% less funds holding

Funds holding: 83 → 76 (-7)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
76
Holders Change
-7
Holders Change %
-8.43%
% of All Funds
1.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
24
Reduced
22
Closed
20
Calls
$1.54M
Puts
$19K
Net Calls
+$1.52M
Net Calls Change
+$1.52M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$18.8M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$14.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$13.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
+$6.1M
5
Morgan Stanley
Morgan Stanley
New York
+$3.33M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$16.8M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$10.8M
3
Wells Fargo
Wells Fargo
California
-$9.86M
4
PI
Putnam Investments
Massachusetts
-$7.96M
5
TCM
Tygh Capital Management
Oregon
-$7.45M

VERX Hedge Fund Activity: Q2 2021 in Review

76 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Vertex (VERX) for Q2 2021, worth a combined $554M — down 2.9% from $570M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of VERX and 13 opened new positions — a net loss of 7 holders — while 22 trimmed existing stakes and 24 added.

The largest buyer was JP Morgan Chase, adding an estimated $18.8M. The largest seller was Goldman Sachs, cutting an estimated $16.8M.

  • 76 institutional investors held Vertex (VERX) as of Q2 2021, down from 83 in Q1 2021.
  • Funds reported $554M of Vertex stock for Q2 2021, down 2.9% quarter-over-quarter.
  • 13 funds opened new Vertex positions in Q2 2021 and 20 closed out, a net change of -7 holders.
  • The largest Vertex buyer in Q2 2021 was JP Morgan Chase, an estimated $18.8M added.
  • The largest Vertex seller in Q2 2021 was Goldman Sachs, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2021.