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Vertex
VERX
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
| 1 |
JP Morgan Chase
New York
|
+$18.8M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$14.2M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$13.2M |
| 4 |
Neuberger Berman Group
New York
|
+$6.1M |
| 5 |
Morgan Stanley
New York
|
+$3.33M |
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$16.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$9.86M |
| 4 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$7.96M |
| 5 |
TCM
Tygh Capital Management
Portland,
Oregon
|
-$7.45M |
