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Vertex
VERX

Overview Fund Activity

88 hedge funds and large institutions have $399M invested in Vertex in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 9 closing their positions.

Holders
88
Holders Change
+5
Holders Change %
+6.02%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
25
Reduced
34
Closed
9
Calls
$11K
Puts
–
Net Calls
+$11K
Net Calls Change
+$28K

Top Buyers

1
CCA
1
Conestoga Capital Advisors
Pennsylvania
$53M
2
PCM
2
Palisade Capital Management
New Jersey
$8.38M
3
WHP
3
Washington Harbour Partners
Virginia
$4.31M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.6M
5
New York State Common Retirement Fund
5
New York State Common Retirement Fund
New York
$1.98M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$0
2
Comerica Bank
2
Comerica Bank
Texas
$3.48M
3
ACH
3
ArrowMark Colorado Holdings
Colorado
$9.66M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$41.6M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$54.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FAM
1
Fred Alger Management
New York
$66M 4,159,485 -107,369 -3%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$54.3M 3,423,383 -113,890 -3%
CCA
3
Conestoga Capital Advisors
Pennsylvania
$53M 3,336,745 +664,495 +25%
Vanguard Group
4
Vanguard Group
Pennsylvania
$41.6M 2,621,819 +233,929 +10%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$41.6M 2,618,142 -147,324 -5%
TCM
6
TimesSquare Capital Management
New York
$16.6M 1,043,904 +17,400 +2%
William Blair Investment Management
7
William Blair Investment Management
Illinois
$13.6M 856,143 +8,719 +1%
TCM
8
Tensile Capital Management
California
$11.9M 750,879 -73,821 -9%
ACH
9
ArrowMark Colorado Holdings
Colorado
$9.66M 608,419 -160,001 -21%
BlackRock
10
BlackRock
New York
$8.58M 540,922 +89,959 +20%
PCM
11
Palisade Capital Management
New Jersey
$8.38M 528,282 +528,282 New
Tiger Global Management
12
Tiger Global Management
New York
$5.16M 325,000 – –
Nordea Investment Management
13
Nordea Investment Management
Sweden
$4.92M 305,779 -9,503 -3%
Bank of America
14
Bank of America
North Carolina
$4.62M 290,729 -31,288 -10%
WHP
15
Washington Harbour Partners
Virginia
$4.31M 271,619 +271,619 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$4.24M 267,384 +14,336 +6%
Ameriprise
17
Ameriprise
Minnesota
$3.84M 242,087 -2,787 -1%
State Street
18
State Street
Massachusetts
$3.75M 236,242 -58,652 -20%
Comerica Bank
19
Comerica Bank
Texas
$3.48M 257,948 -229,377 -47%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$2.94M 185,409 +7,282 +4%
HIM
21
Herald Investment Management
United Kingdom
$2.38M 150,000 – –
IECM
22
Intrinsic Edge Capital Management
Illinois
$2.31M 145,331 +100,000 +221%
Morgan Stanley
23
Morgan Stanley
New York
$2.01M 126,449 -15,304 -11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2M 126,274 -77 -0.1%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$1.98M 124,900 +124,900 New
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